CIK: 0000009634
申报总市值
US$65.4亿
仅显示前 200 大持股（共 888 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 | 4.62% | -0.39% | -0.15% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 3.64% | +1.38% | -0.86% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.22% | -0.28% | -7.73% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | -0.65% | -1.53% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.59% | — | -1.02% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.50% | — | +4.26% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.44% | — | +14.61% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.26% | -0.18% | -8.82% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.23% | — | -0.51% | |
| 10 | BOKF | Bok Financial Corporation | 股票-其他 | 1.22% | — | +379.94% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.16% | — | -10.02% | |
| 12 | ABBV | Abbvie INC | 股票-医疗保健 | 1.03% | -0.10% | -7.06% | |
| 13 | PEP | Pepsico INC | 股票-非周期性消费 | 1.03% | — | +0.45% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.01% | +0.10% | +2.14% | |
| 15 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.01% | — | +12.76% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.98% | — | +9.40% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.96% | -0.17% | +1786.11% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.95% | -0.15% | +1930.80% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.91% | — | -3.29% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.83% | — | +13.63% | |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.80% | — | +0.57% | |
| 22 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.78% | — | +5.18% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.78% | — | +0.92% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.76% | — | +11.08% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.74% | — | -4.97% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 0.73% | -0.11% | +6.58% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | — | -1.71% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | -0.17% | -1.33% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.68% | — | -2.63% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.67% | — | -3.52% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.66% | — | +9.85% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.66% | +0.29% | -0.12% | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.65% | — | +1.46% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工业 | 0.62% | — | +12.21% | |
| 35 | AVGO | Broadcom INC | 股票-科技 | 0.60% | -0.27% | -8.97% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.59% | — | -16.67% | |
| 37 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.58% | — | +2.11% | |
| 38 | PFE | Pfizer INC | 股票-医疗保健 | 0.56% | — | +2.48% | |
| 39 | UNP | Union Pacific CORP | 股票-工业 | 0.55% | — | +1.09% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.55% | — | -12.30% | |
| 41 | VZ | Verizon Communications INC | 股票-通信服务 | 0.55% | — | -1.27% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.53% | +0.08% | +3.89% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.52% | -0.20% | +5.55% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.51% | -0.13% | +6.95% | |
| 45 | TSLA | Tesla INC | 股票-周期性消费 | 0.51% | -0.08% | +215.43% | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.50% | — | +0.76% | |
| 47 | AMGN | Amgen INC | 股票-医疗保健 | 0.50% | — | -2.16% | |
| 48 | AAON | Aaon INC | 股票-工业 | 0.49% | — | +0.01% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.47% | -0.09% | -3.87% | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.47% | -0.14% | +42.63% |