CIK: 0001005817
申报总市值
US$14.3亿
仅显示前 200 大持股（共 418 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 | TMP | Tompkins Financial CORP | 股票-其他 | 6.71% | +0.36% | -10.58% | |
| 2 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 5.44% | — | +4.89% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.35% | — | +1.46% | |
| 4 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 4.33% | — | +4.16% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.83% | -0.08% | -3.61% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.81% | — | -3.18% | |
| 7 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 3.51% | — | +0.36% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.07% | — | +1.15% | |
| 9 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 2.60% | — | +2.82% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.35% | -0.01% | -1.15% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.02% | -0.92% | +1.63% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.70% | +0.11% | -2.85% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.39% | — | +2.79% | |
| 14 | WMT | Walmart INC | 股票-非周期性消费 | 1.36% | -0.61% | -0.25% | |
| 15 | VZ | Verizon Communications INC | 股票-通信服务 | 1.34% | — | +0.42% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.28% | +0.26% | -3.76% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 1.24% | +0.40% | +1.09% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | -0.06% | +5.62% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.22% | — | +16.40% | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 1.21% | -0.22% | -1.24% | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 1.21% | -0.05% | -0.92% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.20% | -0.29% | -1.42% | |
| 23 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.19% | — | +8.51% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.15% | — | -10.54% | |
| 25 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.11% | — | +1.21% | |
| 26 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.08% | -0.17% | -1.86% | |
| 27 | AMGN | Amgen INC | 股票-医疗保健 | 1.03% | — | -1.03% | |
| 28 | DUK | Duke Energy CORP | 股票-公用事业 | 1.02% | — | -0.64% | |
| 29 | HON | Honeywell International INC | 股票-工业 | 0.96% | -0.93% | EXIT | |
| 30 | WM | Waste Management INC | 股票-工业 | 0.95% | — | -1.89% | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.93% | — | +0.22% | |
| 32 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.93% | -0.21% | -3.92% | |
| 33 | PYPL | Paypal Holdings INC | 股票-金融 | 0.92% | — | -3.80% | |
| 34 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.91% | — | -1.38% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | -0.67% | -0.75% | |
| 36 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.90% | — | -0.33% | |
| 37 | PGX | Invesco Preferred ETF | ETF-其他 | 0.87% | — | -1.49% | |
| 38 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.86% | -0.26% | -3.74% | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.85% | -0.01% | -4.32% | |
| 40 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.84% | — | +0.80% | |
| 41 | BLKCHF | Blackrock INC | 股票-其他 | 0.81% | — | — | |
| 42 | DHR | Danaher CORP | 股票-医疗保健 | 0.80% | — | -2.00% | |
| 43 | AWK | American Water Works Co INC | 股票-公用事业 | 0.73% | — | +0.56% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.71% | +0.09% | -1.49% | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.68% | — | -4.45% | |
| 46 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.67% | — | -13.13% | |
| 47 | RWJ | Invesco S&p Smallcap 600 | ETF-其他 | 0.66% | — | +10.68% | |
| 48 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.65% | +0.03% | -5.63% | |
| 49 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.65% | — | +1.01% | |
| 50 | UPS | United Parcel Service-cl B | 股票-工业 | 0.63% | — | -0.16% |