CIK: 0000009634
申报总市值
US$65.4亿
仅显示前 200 大持股（共 972 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 | 4.96% | -0.39% | -0.48% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.58% | -0.28% | -3.34% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.12% | -0.65% | -4.25% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 2.75% | +1.38% | +3.30% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.70% | -0.18% | -10.35% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.58% | — | -7.74% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.45% | — | -10.36% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.39% | — | -3.23% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.19% | -0.17% | -12.09% | |
| 10 | ABBV | Abbvie INC | 股票-医疗保健 | 1.10% | -0.10% | -0.73% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.07% | — | -4.71% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.06% | -0.15% | +2.97% | |
| 13 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.05% | — | +38.93% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.99% | +0.10% | +1.53% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.91% | — | -0.99% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.86% | — | +0.27% | |
| 17 | PEP | Pepsico INC | 股票-非周期性消费 | 0.86% | — | +0.12% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.82% | — | +3.70% | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.80% | — | -21.62% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.78% | — | -0.91% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | -0.17% | -13.27% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 0.75% | -0.27% | -0.50% | |
| 23 | CSCO | Cisco Systems INC | 股票-科技 | 0.74% | — | -1.28% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | — | +4.82% | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.74% | — | -13.28% | |
| 26 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.70% | — | -3.92% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.68% | — | -3.43% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.66% | — | +2.92% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.66% | -0.19% | +6.46% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.65% | — | -17.35% | |
| 31 | UNP | Union Pacific CORP | 股票-工业 | 0.65% | — | +15.80% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.62% | -0.11% | -1.41% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.61% | +0.29% | -0.85% | |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.61% | — | +1.32% | |
| 35 | WMT | Walmart INC | 股票-非周期性消费 | 0.60% | — | -3.95% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.56% | — | -13.80% | |
| 37 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.56% | — | +0.96% | |
| 38 | VZ | Verizon Communications INC | 股票-通信服务 | 0.56% | — | +11.15% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.54% | -0.09% | -17.75% | |
| 40 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.53% | — | +0.24% | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.52% | — | +20.73% | |
| 42 | PFE | Pfizer INC | 股票-医疗保健 | 0.52% | — | +16.32% | |
| 43 | LMT | Lockheed Martin CORP | 股票-工业 | 0.52% | — | -8.72% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.51% | -0.20% | +3.90% | |
| 45 | TXN | Texas Instruments INC | 股票-科技 | 0.51% | — | -2.13% | |
| 46 | TSLA | Tesla INC | 股票-周期性消费 | 0.50% | -0.08% | +2.47% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.49% | +0.08% | +10.18% | |
| 48 | OKE | Oneok INC | 股票-能源 | 0.49% | +0.10% | +9.73% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.47% | — | -13.91% | |
| 50 | INTU | Intuit INC | 股票-科技 | 0.46% | — | -6.19% |