CIK: 0000018349
申报总市值
US$87.4亿
仅显示前 200 大持股（共 915 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 | 8.98% | -2.20% | -5.11% | |
| 2 | KO | Coca-cola Co/the | 股票-非周期性消费 | 6.93% | -1.57% | -12.19% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 6.26% | -0.18% | +1.23% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.59% | +0.90% | -1.08% | |
| 5 | SO | Southern Co/the | 股票-公用事业 | 3.21% | -0.41% | +72.45% | |
| 6 | SYU1 | Synovus Financial CORP | 股票-其他 | 2.89% | -0.24% | -1.58% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.50% | +1.14% | +25.25% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.47% | -0.04% | -5.27% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.22% | +0.42% | +8.33% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.87% | +0.13% | +4.87% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.76% | +0.12% | +2.59% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.71% | +0.64% | +9.29% | |
| 13 | AFL | Aflac INC | 股票-金融 | 1.55% | — | -8.69% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.13% | -0.25% | -5.21% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.06% | +0.02% | +0.51% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.04% | +0.12% | +1.47% | |
| 17 | HD | Home Depot INC | 股票-周期性消费 | 0.92% | — | -6.67% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | — | +78.85% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.88% | +0.02% | -1.22% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.83% | +0.08% | -2.09% | |
| 21 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.83% | +0.04% | +41.16% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.78% | -0.02% | +10.39% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | +0.15% | -0.89% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.70% | +0.30% | -4.17% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.66% | +0.30% | +100.05% | |
| 26 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.63% | — | +95.45% | |
| 27 | VFH | Vanguard Financials ETF | ETF-其他 | 0.56% | — | +97.78% | |
| 28 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.56% | — | -1.44% | |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.50% | -0.14% | +1.06% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.50% | +0.11% | +1.16% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.48% | +0.04% | +10.82% | |
| 32 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.48% | — | +92.72% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | — | -5.60% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.45% | +0.34% | +847.07% | |
| 35 | GIS | General Mills INC | 股票-非周期性消费 | 0.44% | — | +72.58% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工业 | 0.43% | — | +4.19% | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.43% | — | +8.86% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.40% | — | +25.39% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.38% | — | -4.48% | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.38% | — | -1.22% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | — | +3.39% | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.37% | — | +80.40% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.37% | — | -3.61% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | — | +5.55% | |
| 45 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.35% | — | +213.68% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.34% | +0.26% | +12.82% | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.34% | -0.17% | -0.93% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.33% | — | +2.17% | |
| 49 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.33% | — | +92.93% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.31% | +0.12% | +2.54% |