\u968f\u8457\u6295\u8d44\u8005\u9010\u6e10\u4e86\u89e3\u5230\u4e0a\u5e02\u516c\u53f8\u9ad8\u7ba1\u5bf9\u672a\u6765\u4e00\u6bb5\u65f6\u671f\u5229\u6da6\u548c\u6536\u5165\u7684\u9884\u671f\uff0c\u7f8e\u56fd\u80a1\u5e02\u5386\u53f2\u6027\u7684\u4e0a\u6da8\u884c\u60c5\u672a\u6765\u51e0\u5468\u5c06\u9762\u4e34\u91cd\u5927\u8003\u9a8c\u3002<\/p>\n
\u7b2c\u56db\u8d22\u5b63\u7684\u4e1a\u7ee9\u4ece\u4e0a\u5468\u4e94\u5f00\u59cb\u5927\u6279\u91cf\u516c\u5e03\uff0c\u4e00\u4e9b\u7f8e\u56fd\u5927\u94f6\u884c\u516c\u5e03\u7684\u5229\u6da6\u597d\u4e8e\u9884\u671f\u3002\u5c3d\u7ba1\u6469\u6839\u5927\u901a\u516c\u53f8(JPMorgan Chase & Co., JPM)\u7684\u8d22\u5b63\u5229\u6da6\u521b\u4e0b\u7eaa\u5f55\uff0c\u5e76\u4e14\u82b1\u65d7\u96c6\u56e2(Citigroup Inc., C)\u548c\u5bcc\u56fd\u94f6\u884c(Wells Fargo & Co., WFC)\u7684\u4e1a\u7ee9\u4e5f\u6709\u4e00\u4e9b\u4eae\u70b9\uff0c\u4f46\u8fd9\u4e09\u5bb6\u94f6\u884c\u7684\u80a1\u4ef7\u90fd\u51fa\u73b0\u4e86\u4e0b\u8dcc\uff0c\u5bcc\u56fd\u94f6\u884c\u548c\u82b1\u65d7\u7684\u8dcc\u5e45\u90fd\u8d85\u8fc76%\u3002<\/p>\n
\u8fd9\u79cd\u5e02\u573a\u53cd\u5e94\u51f8\u663e\u51fa\uff0c\u5728\u5927\u516c\u53f8\u5f00\u59cb\u516c\u5e03\u5b63\u5ea6\u4e1a\u7ee9\u4ee5\u53ca\u66f4\u52a0\u91cd\u8981\u7684\u672a\u6765\u5b63\u5ea6\u4e1a\u7ee9\u9884\u671f\u65f6\uff0c\u6295\u8d44\u8005\u9762\u4e34\u98ce\u9669\u3002\u867d\u7136\u8fd9\u4e9b\u516c\u53f8\u7684\u4e1a\u7ee9\u5e76\u4e0d\u5dee\uff0c\u4f46\u80a1\u4ef7\u5374\u53d7\u5230\u91cd\u521b\uff0c\u8fd9\u53cd\u6620\u4e86\u6295\u8d44\u8005\u9884\u671f\u7684\u4e0a\u5347\u3002\u7f8e\u56fd\u80a1\u5e02\u4e2d\u94f6\u884c\u80a12021\u5e74\u521d\u81f3\u4e0a\u5468\u56db\u7684\u7d2f\u8ba1\u6da8\u5e45\u5df2\u8d85\u8fc710%\u3002<\/p>\n
\u5c3d\u7ba1\u65b0\u51a0\u75ab\u60c5\u9020\u6210\u7684\u51b2\u51fb\u52a0\u5267\uff0c\u4e14\u5173\u4e8e\u75ab\u60c5\u5c06\u5982\u4f55\u5f71\u54cd\u7ecf\u6d4e\u524d\u666f\u8fd8\u5b58\u5728\u79cd\u79cd\u7591\u95ee\uff0c\u4f46\u7f8e\u56fd\u80a1\u5e02\u4e3b\u8981\u80a1\u63072021\u5e74\u4f0a\u59cb\u4ecd\u521b\u51fa\u65b0\u9ad8\uff0c\u8fd9\u4f7f\u5f97\u5927\u578b\u4e0a\u5e02\u516c\u53f8\u9ad8\u7ba1\u5728\u5bf92021\u5e74\u4e1a\u7ee9\u5c06\u5982\u4f55\u6539\u5584\u505a\u9884\u671f\u65f6\u9762\u4e34\u4e0d\u5c0f\u538b\u529b\u3002\u5728\u6807\u666e\u6307\u6570\u81ea\u53bb\u5e743\u6708\u7684\u76d8\u4e2d\u4f4e\u70b9\u4e0a\u6da8\u7ea670%\u7684\u8fc7\u7a0b\u4e2d\uff0c\u4e0a\u5e02\u516c\u53f8\u5229\u6da6\u75b2\u8f6f\u88ab\u6295\u8d44\u8005\u89c6\u4e3a\u53ef\u63a5\u53d7\u7684\u60c5\u51b5\uff0c\u56e0\u4e3a\u8bb8\u591a\u4eba\u9884\u8ba1\u4e1a\u7ee9\u57282021\u5e74\u4f1a\u51fa\u73b0\u5927\u5e45\u53cd\u5f39\u3002\u4ed6\u4eec\u8868\u793a\uff0c\u90a3\u4e9b\u4e1a\u7ee9\u5c55\u671b\u4e0d\u53ca\u9884\u671f\u7684\u516c\u53f8\u53ef\u80fd\u4f1a\u53d7\u5230\u5e02\u573a\u7684\u60e9\u7f5a\u3002<\/p>\n
Globalt Investments\u7684\u9ad8\u7ea7\u6295\u8d44\u7ec4\u5408\u7ecf\u7406Kimberly Woody\u8bf4\u2236\u201c\u65e0\u8bba\u4e0a\u8ff0\u516c\u53f8\u7684\u5b63\u5ea6\u4e1a\u7ee9\u662f\u5426\u826f\u597d\uff0c\u5173\u952e\u5728\u4e8e\u5bf9\u672a\u6765\u4e1a\u7ee9\u7684\u9884\u671f\u3002\u201d\u4ed6\u8868\u793a\u2236\u201c\u5e02\u573a\u76ee\u524d\u7684\u8d70\u52bf\u662f\u5efa\u7acb\u5728\u5bf9\u672a\u6765\u4e1a\u7ee9\u7684\u826f\u597d\u9884\u671f\u57fa\u7840\u4e0a\u7684\u3002\u201dGlobalt Investments\u7ba1\u7406\u7684\u8d44\u4ea7\u89c4\u6a21\u4e3a19\u4ebf\u7f8e\u5143\u3002<\/p>\n
\u6765\u81eaFactSet\u7684\u4fe1\u606f\u663e\u793a\uff0c\u968f\u84572020\u5e74\u7684\u8d26\u76ee\u5173\u95ed\uff0c\u5206\u6790\u5e08\u9884\u8ba1\u6807\u666e500\u6307\u6570\u6210\u4efd\u80a1\u516c\u53f82020\u5e74\u5229\u6da6\u4e0b\u964d13%\u3002\u5373\u4fbf\u5982\u6b64\uff0c\u636eFactSet\u7684\u6570\u636e\uff0c\u6807\u666e500\u6307\u6570\u6210\u4efd\u80a1\u516c\u53f8\u4ee5\u672a\u676512\u4e2a\u6708\u9884\u671f\u5229\u6da6\u8ba1\u7b97\u7684\u9884\u671f\u5e02\u76c8\u7387\u4ecd\u4e3a22.65\u500d\uff0c\u9ad8\u4e8e17.84\u500d\u7684\u4e94\u5e74\u5e73\u5747\u6c34\u5e73\u3002<\/p>\n
\u672c\u5468\u5c06\u6709\u6570\u5341\u5bb6\u5927\u516c\u53f8\u53d1\u5e03\u8d22\u62a5\uff0c\u5305\u62ec\u8fd0\u8f93\u516c\u53f8J.B. Hunt Transport Services Inc. (JBHT)\u3001\u533b\u7597\u4fdd\u5065\u5de8\u5934UnitedHealth Group Inc. (UNH)\u3001\u6cb9\u7530\u670d\u52a1\u5546\u54c8\u91cc\u4f2f\u987f\u516c\u53f8(Halliburton Co., HAL)\u548c\u534a\u5bfc\u4f53\u5236\u9020\u5546\u82f1\u7279\u5c14\u516c\u53f8(Intel Co., INTC)\u3002<\/p>\n
\u636e\u9884\u8ba1\u6807\u666e500\u6307\u6570\u6210\u4efd\u80a1\u516c\u53f82020\u5e74\u7b2c\u56db\u5b63\u5ea6\u5229\u6da6\u540c\u6bd4\u4e0b\u964d6.8%\uff0c\u4e0e\u7b2c\u4e8c\u5b63\u5ea632%\u7684\u5de8\u5927\u8dcc\u5e45\u76f8\u6bd4\u660e\u663e\u6539\u5584\uff0c\u4f46\u8fd9\u5e76\u4e0d\u662f\u901a\u5e38\u610f\u4e49\u4e0a\u90a3\u79cd\u53ef\u63a8\u52a8\u80a1\u5e02\u521b\u7eaa\u5f55\u9ad8\u4f4d\u7684\u6210\u7ee9\u3002\u81ea\u4ece\u8fdb\u51652020\u5e74\u7b2c\u56db\u5b63\u5ea6\uff0c\u5229\u6da6\u9884\u671f\u5df2\u6084\u7136\u8d70\u9ad8\uff0c\u4e00\u4e9b\u6295\u8d44\u8005\u773c\u4e0b\u9884\u6d4b\uff0c\u516c\u53f8\u7684\u8868\u73b0\u4f1a\u8f7b\u677e\u8d85\u8d8a\u5f53\u524d\u7684\u9884\u671f\u3002<\/p>\n
\u80a1\u7968\u6295\u8d44\u8005\u4e0d\u4ec5\u5bc4\u671b\u4e8e\u8fc7\u53bb\u4e00\u5e74\u7684\u4e1a\u7ee9\uff0c\u8bb8\u591a\u6295\u8d44\u8005\u90fd\u8868\u793a\uff0c\u5c3d\u7ba12020\u5e74\u906d\u9047\u4e86\u4f24\u5bb3\uff0c\u4f46\u5e02\u573a\u8fd8\u662f\u4e0a\u6da8\uff0c\u56e0\u4e3a\u4eba\u4eec\u666e\u904d\u8ba4\u4e3a\uff0c\u65b0\u51a0\u75ab\u82d7\u5c06\u6709\u52a9\u4e8e\u8ba9\u75ab\u60c5\u6210\u4e3a\u8fc7\u53bb\uff0c\u4f7f\u5546\u4e1a<\/a><\/span>\u6d3b\u52a8\u5f97\u4ee5\u590d\u82cf\u3002<\/p>\n UBS Private Wealth Management \u7684\u8463\u4e8b\u603b\u7ecf\u7406Greg Marcus\u8bf4\u2236\u201c\u6211\u8ba4\u4e3a\u5e02\u573a\u6b63\u5728\u5f88\u5927\u7a0b\u5ea6\u4e0a\u8457\u773c\u4e8e\u65b0\u51a0\u75ab\u60c5\u8fc7\u540e\u7684\u4e16\u754c\uff0c\u6b63\u56e0\u4e3a\u5982\u6b64\uff0c\u5e02\u573a\u624d\u6301\u7eed\u8d70\u9ad8\u3002”<\/p>\n \u4e00\u4e9b\u4ee4\u4eba\u4e0d\u5b89\u7684\u8ff9\u8c61\u8868\u660e\u6700\u8fd1\u7684\u75ab\u60c5\u5f62\u52bf\u5df2\u62d6\u7d2f\u7f8e\u56fd\u7ecf\u6d4e\u2236\u53bb\u5e7412\u6708\u4efd\u96c7\u4e3b\u88c1\u545814\u4e07\uff0c\u7ed3\u675f\u4e86\u4e03\u4e2a\u6708\u7684\u5c31\u4e1a\u589e\u957f\uff1b\u540c\u671f\u7f8e\u56fd\u96f6\u552e\u989d\u8fde\u7eed\u7b2c\u4e09\u4e2a\u6708\u4e0b\u964d\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u7f8e\u56fd\u80a1\u5e02\u4ecd\u7136\u8d70\u9ad8\u3002<\/p>\n \u6807\u666e500\u6307\u6570\u6210\u5206\u80a1\u4f01\u4e1a\u5229\u6da6\u6599\u5c06\u5728\u7b2c\u4e00\u5b63\u5ea6\u6062\u590d\u540c\u6bd4\u589e\u957f\uff0c\u589e\u5e45\u6216\u4e3a17%\uff1b\u7b2c\u4e8c\u5b63\u5ea6\u589e\u5e45\u6709\u671b\u8fbe46%\u3002\u8003\u8651\u5230\u65b0\u51a0\u75ab\u82d7\u63a5\u79cd\u53ca\u7f8e\u56fd\u653f\u5e9c\u4e3a\u5bb6\u5ead\u548c\u4f01\u4e1a\u63d0\u4f9b\u989d\u5916\u63f4\u52a9\u7684\u524d\u666f\uff0c\u7ecf\u6d4e\u5b66\u5bb6\u4eec\u8fd8\u63d0\u9ad8\u4e86\u5bf9\u7f8e\u56fd\u7ecf\u6d4e\u589e\u957f\u7684\u9884\u671f\u3002<\/p>\n \u4e0e\u7ecf\u6d4e\u524d\u666f\u8054\u7cfb\u7d27\u5bc6\u7684\u80a1\u7968\u6700\u8fd1\u8d70\u52bf\u4e0d\u9519\u3002\u53bb\u5e74\u7b2c\u56db\u5b63\u5ea6\u8fc4\u4eca\uff0c\u6807\u666e500\u6307\u6570\u91d1\u878d\u677f\u5757\u7d2f\u8ba1\u6da828%\uff0c\u6750\u6599\u677f\u5757\u6da819%\u30022020\u5e74\u5f15\u9886\u6807\u666e500\u6307\u6570\u7684\u79d1\u6280\u677f\u5757\u540c\u671f\u6da89.1%\u3002<\/p>\n \u7f8e\u56fd\u94f6\u884c\u8d22\u5bcc\u7ba1\u7406(U.S. Bank Wealth Management)\u65d7\u4e0b\u4f20\u7edf\u6295\u8d44\u90e8\u95e8\u8d1f\u8d23\u4ebaLisa Erickson\u79f0\uff0c\u53bb\u5e7412\u6708\u4efd\uff0c\u8be5\u673a\u6784\u901a\u8fc7\u8d2d\u4e70\u7f8e\u56fd\u4e2d\u578b\u4f01\u4e1a\u7684\u80a1\u7968\u589e\u52a0\u4e86\u6301\u80a1\u89c4\u6a21\u3002<\/p>\n Erickson\u79f0\u2236\u201c\u6211\u4eec\u4ecd\u9884\u8ba1\u7ecf\u6d4e\u5c42\u9762\u5c06\u56e0\u65b0\u51a0\u75ab\u82d7\u7684\u63a5\u79cd\u53d6\u5f97\u8fdb\u5c55\uff0c\u800c\u4e14\u5404\u4f01\u4e1a\u57282020\u5e74\u8fd9\u6837\u56f0\u96be\u7684\u5c40\u9762\u4e0b\u575a\u6301\u4e0b\u6765\uff0c\u786e\u5b9e\u8ba9\u6211\u4eec\u83b7\u5f97\u4fe1\u5fc3\uff0c\u5c55\u671b\u4eca\u5e74\uff0c\u90a3\u4e9b\u5bf9\u7ecf\u6d4e\u91cd\u542f\u53d1\u6325\u66f4\u91cd\u8981\u4f5c\u7528\u7684\u9886\u57df\u5c06\u80fd\u8dd1\u8d62\u5927\u76d8\u3002\u201d<\/p>\n \u4f01\u4e1a\u5229\u6da6\u9884\u671f\u663e\u793a\uff0c\u5468\u671f\u6027\u9886\u57df\u4e2d\u4e00\u4e9b\u677f\u5757\u5c06\u6709\u4e0d\u9519\u7684\u8868\u73b0\u3002\u6807\u666e500\u6307\u6570\u6750\u6599\u7c7b\u4f01\u4e1a\u53bb\u5e74\u7b2c\u56db\u5b63\u5ea6\u7684\u5229\u6da6\u589e\u957f\u9884\u8ba1\u5c06\u8868\u73b0\u6700\u4f73\uff0c\u589e\u5e45\u6216\u8fbe8.6%\u3002\u91d1\u878d\u7c7b\u4f01\u4e1a\u5229\u6da6\u6599\u5c06\u589e\u957f3.5%\uff0c\u4e0e\u53bb\u5e749\u6708\u5e95\u9884\u8ba1\u7684\u4e0b\u964d24%\u76f8\u6bd4\uff0c\u6700\u65b0\u9884\u671f\u5df2\u5927\u5e45\u6539\u5584\u3002<\/p>\n \u5df2\u53d1\u5e03\u8d22\u62a5\u7684\u6807\u666e500\u6307\u6570\u6210\u5206\u80a1\u516c\u53f8\u4e2d\uff0c\u5927\u591a\u6570\u4e1a\u7ee9\u90fd\u597d\u4e8e\u9884\u671f\u3002\u5176\u4e2d\u5305\u62ec\u623f\u5c4b\u5efa\u8bdb\u5546Lennar Corp. (LEN)\uff0c\u8be5\u516c\u53f8\u516c\u5e03\u5229\u6da6\u4e0a\u5347\uff0c\u56e0\u8f83\u4f4e\u7684\u501f\u8d37\u6210\u672c\u548c\u4f4f\u623f\u504f\u597d\u7684\u8f6c\u53d8\u63a8\u52a8\u4e86\u8d2d\u623f\u9700\u6c42\u3002<\/p>\n \u4e00\u4e9b\u6295\u8d44\u8005\u5e0c\u671b\u4f01\u4e1a\u9ad8\u7ba1\u80fd\u591f\u8bf4\u660e\u65b0\u51a0\u75ab\u60c5\u50ac\u751f\u7684\u54ea\u4e9b\u6d88\u8d39\u5f00\u652f\u4e60\u60ef\u8f6c\u53d8\u53ef\u80fd\u5728\u75ab\u60c5\u7ed3\u675f\u540e\u6301\u7eed\u4e0b\u53bb\u3002<\/p>\n Northwestern Mutual Wealth Management Company\u6295\u8d44\u7ec4\u5408\u7ecf\u7406Matt Stucky\u8868\u793a\u2236\u201c|\u6211\u4eec\u8ba4\u4e3a\uff0c\u4e00\u4e9b\u6d88\u8d39\u5f00\u652f\u8f6c\u53d8\u4ece\u672c\u8d28\u4e0a\u770b\u5177\u6709\u7c98\u6027\u3002\u201dStucky\u79f0\u2236\u201c\u5f53\u4f60\u517b\u4e86\u4e00\u53ea\u5ba0\u7269\uff0c\u90a3\u9ebd\u81f3\u5c11\u672a\u676512\u4e2a\u6708\u4f60\u90fd\u4f1a\u5728\u5ba0\u7269\u76f8\u5173\u4ea7\u54c1\u4e0a\u6709\u5f00\u9500\u3002\u201d<\/p>\n","protected":false},"excerpt":{"rendered":" \u968f\u8457\u6295\u8d44\u8005\u9010\u6e10\u4e86\u89e3\u5230\u4e0a\u5e02\u516c\u53f8\u9ad8\u7ba1\u5bf9\u672a\u6765\u4e00\u6bb5\u65f6\u671f\u5229\u6da6\u548c\u6536\u5165\u7684\u9884\u671f\uff0c\u7f8e\u56fd\u80a1 […]<\/a><\/p>\n<\/div>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[],"class_list":["post-22372","post","type-post","status-publish","format-standard","category-stock"],"_links":{"self":[{"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/posts\/22372","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/comments?post=22372"}],"version-history":[{"count":1,"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/posts\/22372\/revisions"}],"predecessor-version":[{"id":22373,"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/posts\/22372\/revisions\/22373"}],"wp:attachment":[{"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/media?parent=22372"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/categories?post=22372"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/tags?post=22372"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}