CIK: 0000009634
申报总市值
US$65.4亿
仅显示前 200 大持股（共 947 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 | 4.95% | -0.39% | -17.80% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.07% | -0.28% | -9.84% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.02% | -0.65% | +1.82% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.95% | -0.18% | +6.40% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 1.93% | +1.38% | +0.67% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.69% | — | +8.42% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.64% | — | +12.74% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.60% | — | +34.96% | |
| 9 | ABBV | Abbvie INC | 股票-医疗保健 | 1.26% | -0.10% | -40.24% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.23% | -0.17% | +4.45% | |
| 11 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.19% | — | -41.67% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | -0.17% | -6.42% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.07% | — | +15.47% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.02% | — | +1.98% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.95% | -0.15% | +19.33% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.91% | — | -3.92% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.89% | — | +13.57% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.81% | — | +2.55% | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.81% | — | +0.88% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.76% | — | +16.95% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.75% | — | +4.46% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 0.74% | — | +18.95% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 0.72% | — | -0.97% | |
| 24 | HD | Home Depot INC | 股票-周期性消费 | 0.69% | -0.11% | -12.40% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.63% | — | +9.47% | |
| 26 | VZ | Verizon Communications INC | 股票-通信服务 | 0.63% | — | +8.54% | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.62% | — | +1.84% | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 0.60% | — | +4.57% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.60% | — | +5.95% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.59% | -0.09% | -4.34% | |
| 31 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.57% | — | +1.60% | |
| 32 | AVGO | Broadcom INC | 股票-科技 | 0.57% | -0.27% | -4.10% | |
| 33 | MMM | 3m Co | 股票-工业 | 0.57% | — | +1.59% | |
| 34 | TXN | Texas Instruments INC | 股票-科技 | 0.57% | — | -4.41% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | +12.32% | |
| 36 | INTU | Intuit INC | 股票-科技 | 0.56% | — | -2.23% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.56% | — | +3.03% | |
| 38 | AAON | Aaon INC | 股票-工业 | 0.56% | — | +25.64% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.55% | — | -9.85% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.54% | +0.10% | +6.99% | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.54% | — | +28.86% | |
| 42 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.52% | — | +62.05% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.51% | -0.14% | -2.13% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.50% | -0.20% | -9.79% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | -0.19% | +425.38% | |
| 46 | DHR | Danaher CORP | 股票-医疗保健 | 0.48% | — | +24.23% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | -0.09% | -3.29% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.46% | — | +10.19% | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.45% | -0.11% | -14.04% | |
| 50 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.45% | — | +2590.07% |