CIK: 0000009634
申报总市值
US$65.4亿
仅显示前 200 大持股（共 975 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% | +1.47% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.53% | -0.28% | +2.03% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.34% | -0.65% | +3.11% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 1.85% | +1.38% | +2.45% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.82% | -0.18% | +2.49% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.70% | — | +4.01% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.60% | — | +0.36% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.44% | — | -3.45% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.32% | -0.17% | +9.40% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.06% | — | +35.47% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | — | -0.31% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.01% | -0.15% | +8.51% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.99% | +0.10% | +104.92% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | -0.17% | +4.28% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.93% | — | +2.03% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.91% | — | +0.44% | |
| 17 | ABBV | Abbvie INC | 股票-医疗保健 | 0.87% | -0.10% | -38.63% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.85% | — | +5.07% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 0.83% | — | +11.21% | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 0.82% | -0.11% | +5.23% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.81% | — | -0.18% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 0.80% | — | +4.25% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.79% | — | +0.06% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.79% | — | +10.18% | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.77% | — | +27.66% | |
| 26 | AVGO | Broadcom INC | 股票-科技 | 0.75% | -0.27% | +7.29% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.72% | -0.13% | +97.31% | |
| 28 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.71% | — | +76.86% | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.68% | — | +3.01% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.68% | -0.09% | +15.01% | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.67% | — | -47.68% | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.67% | — | +9.35% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | -0.19% | -1.08% | |
| 34 | INTU | Intuit INC | 股票-科技 | 0.62% | — | +2.37% | |
| 35 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.60% | — | +6.77% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | — | +3.71% | |
| 37 | WMT | Walmart INC | 股票-非周期性消费 | 0.57% | — | +0.81% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | +1.18% | |
| 39 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.56% | — | +3.33% | |
| 40 | AAON | Aaon INC | 股票-工业 | 0.55% | — | -9.30% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.54% | — | +8.53% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.52% | — | +0.90% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.51% | -0.20% | +0.24% | |
| 44 | TXN | Texas Instruments INC | 股票-科技 | 0.50% | — | +0.67% | |
| 45 | UNP | Union Pacific CORP | 股票-工业 | 0.49% | — | -6.18% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.48% | -0.14% | -0.47% | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.48% | — | -11.02% | |
| 48 | PFE | Pfizer INC | 股票-医疗保健 | 0.48% | — | +4.02% | |
| 49 | DHR | Danaher CORP | 股票-医疗保健 | 0.45% | — | -2.03% | |
| 50 | TSLA | Tesla INC | 股票-周期性消费 | 0.45% | -0.08% | +1.64% |