CIK: 0000009634
申报总市值
US$65.4亿
仅显示前 200 大持股（共 1129 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 | XOM | Exxon Mobil CORP | 股票-能源 | 5.51% | +1.38% | -0.67% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.54% | — | +3.41% | |
| 3 | AAPL | Apple INC | 股票-科技 | 1.53% | -0.28% | -1.68% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.51% | — | +2.40% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.31% | — | -2.90% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.15% | — | +3.11% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | -0.65% | +7.14% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.06% | +0.10% | +1.77% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | -0.17% | +3.30% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.99% | — | -2.25% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.95% | — | -1.87% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.88% | — | +12.45% | |
| 13 | LMT | Lockheed Martin CORP | 股票-工业 | 0.79% | — | +0.09% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.77% | — | +3.50% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.77% | — | +14.56% | |
| 16 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.76% | — | +0.03% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.74% | — | +0.87% | |
| 18 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.74% | — | +1.29% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.72% | -0.14% | +1.77% | |
| 20 | T | At&t INC | 股票-通信服务 | 0.70% | — | -8.18% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.68% | -0.17% | +8.33% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 0.67% | — | -6.55% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.66% | — | — | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.66% | — | -5.21% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.66% | -0.18% | +0.32% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.66% | — | +2.19% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.65% | — | -2.47% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.63% | — | +4.55% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.62% | +0.29% | -9.14% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.61% | — | +1.54% | |
| 31 | PEP | Pepsico INC | 股票-非周期性消费 | 0.60% | — | -1.40% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.60% | — | -3.30% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.59% | — | -4.05% | |
| 34 | PFE | Pfizer INC | 股票-医疗保健 | 0.58% | — | +1.25% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.58% | -0.15% | +2.90% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.57% | -0.20% | -4.53% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.56% | — | -6.76% | |
| 38 | MMM | 3m Co | 股票-工业 | 0.56% | — | — | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.55% | -0.09% | +2.38% | |
| 40 | EMR | Emerson Electric Co | 股票-工业 | 0.54% | — | +2.18% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.53% | — | -0.71% | |
| 42 | MO | Altria Group INC | 股票-非周期性消费 | 0.52% | — | -2.15% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.52% | -0.14% | -4.12% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.52% | — | -1.14% | |
| 45 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.50% | — | +0.98% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | -12.38% | |
| 47 | PM | Philip Morris International | 股票-非周期性消费 | 0.48% | — | +16.87% | |
| 48 | AMGN | Amgen INC | 股票-医疗保健 | 0.48% | — | +5.75% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.47% | — | +18.79% | |
| 50 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.47% | — | — |