CIK: 0000018349
申报总市值
US$87.4亿
仅显示前 200 大持股（共 837 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GPN | Global Payments INC | 股票-工业 | 10.75% | -2.20% | -0.49% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 8.36% | -0.18% | +2.51% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 7.53% | +0.90% | -13.32% | |
| 4 | KO | Coca-cola Co/the | 股票-非周期性消费 | 6.09% | -1.57% | -0.21% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.29% | -0.04% | -2.02% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.01% | +0.13% | +12.26% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.93% | +0.42% | -3.51% | |
| 8 | SYU1 | Synovus Financial CORP | 股票-其他 | 1.84% | -0.24% | -0.00% | |
| 9 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.75% | +0.04% | -1.61% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.62% | +1.14% | +18.73% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.38% | +0.12% | +6.45% | |
| 12 | SO | Southern Co/the | 股票-公用事业 | 1.27% | -0.41% | +0.85% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.14% | — | -23.67% | |
| 14 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.13% | — | -3.17% | |
| 15 | AFL | Aflac INC | 股票-金融 | 1.07% | — | -1.18% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.07% | — | +2457.40% | |
| 17 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.93% | — | -3.06% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.90% | -0.25% | -3.31% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.88% | — | -2.88% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.85% | +0.02% | -14.68% | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 0.85% | — | -1.63% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.77% | +0.12% | +5536.10% | |
| 23 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.77% | — | -1.08% | |
| 24 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.75% | — | -3.14% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.74% | +0.02% | -3.46% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.70% | +0.30% | -6.15% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.68% | +0.64% | -4.27% | |
| 28 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.68% | — | -1.84% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.67% | — | -3.50% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.65% | — | -2.85% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | +0.15% | -2.18% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.61% | +0.08% | -13.48% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | — | -0.07% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.54% | — | -1.58% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.53% | -0.02% | -54.22% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.52% | — | -1.27% | |
| 37 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.51% | — | -2.85% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.50% | +0.04% | -0.06% | |
| 39 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.49% | — | -2.14% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.48% | — | -3.38% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | +0.11% | +1.07% | |
| 42 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.42% | — | -1.94% | |
| 43 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.42% | — | +402.48% | |
| 44 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.41% | — | -2.02% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.38% | — | -0.17% | |
| 46 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.37% | -0.17% | -3.11% | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.36% | — | -1.47% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | — | -3.18% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工业 | 0.35% | — | -0.35% | |
| 50 | AVGO | Broadcom INC | 股票-科技 | 0.34% | +0.34% | +1.97% |