CIK: 0000009634
申报总市值
US$65.4亿
仅显示前 200 大持股（共 824 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 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 6.55% | -0.39% | +13.93% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.89% | -0.28% | +1.05% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.69% | -0.65% | +4.70% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 2.04% | +1.38% | +0.20% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.85% | — | +10.34% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.71% | — | -1.44% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.52% | — | +14.28% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.50% | — | +0.70% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.40% | -0.18% | +0.37% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.10% | — | -0.37% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.03% | — | +4.60% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | -0.17% | +2.07% | |
| 13 | PEP | Pepsico INC | 股票-非周期性消费 | 0.99% | — | +0.56% | |
| 14 | LMT | Lockheed Martin CORP | 股票-工业 | 0.93% | — | -3.59% | |
| 15 | CSCO | Cisco Systems INC | 股票-科技 | 0.87% | — | +11.45% | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 0.87% | — | +19.53% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.84% | — | -10.97% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.82% | — | -3.31% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.80% | — | +2.74% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.80% | — | -2.07% | |
| 21 | T | At&t INC | 股票-通信服务 | 0.80% | — | -0.81% | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 0.75% | -0.11% | +21.65% | |
| 23 | WMT | Walmart INC | 股票-非周期性消费 | 0.74% | — | +1.04% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.72% | -0.17% | +7.37% | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.71% | — | -4.90% | |
| 26 | AMGN | Amgen INC | 股票-医疗保健 | 0.70% | — | +13.67% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.69% | — | +8.26% | |
| 28 | PFE | Pfizer INC | 股票-医疗保健 | 0.66% | — | +0.88% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.64% | -0.09% | +0.02% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.64% | — | +0.76% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | — | +13.20% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.62% | — | +30.88% | |
| 33 | MMM | 3m Co | 股票-工业 | 0.62% | — | +6.19% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.61% | — | +5.14% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | -0.02% | |
| 36 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.60% | — | +12.91% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.59% | — | +11.89% | |
| 38 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.57% | — | — | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.55% | -0.11% | +4.36% | |
| 40 | AAON | Aaon INC | 股票-工业 | 0.55% | — | -0.09% | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.54% | — | -1.05% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.53% | +0.10% | -0.37% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | -0.09% | -6.58% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.52% | — | +12.72% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.50% | -0.14% | -42.93% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.50% | -0.15% | +6.71% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.49% | — | -3.59% | |
| 48 | TXN | Texas Instruments INC | 股票-科技 | 0.47% | — | +10.36% | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.46% | -0.10% | +30.35% | |
| 50 | INTU | Intuit INC | 股票-科技 | 0.46% | — | +45.40% |