CIK: 0000009634
申报总市值
US$65.4亿
仅显示前 200 大持股（共 1163 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 | 5.98% | -0.39% | +3.47% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 4.38% | +1.38% | -5.12% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.04% | -0.65% | -14.64% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.96% | -0.28% | -21.03% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.82% | — | -7.22% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.78% | — | -3.13% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.24% | — | -40.86% | |
| 8 | BOKF | Bok Financial Corporation | 股票-其他 | 1.19% | — | +4.85% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.11% | +0.10% | -0.07% | |
| 10 | ABBV | Abbvie INC | 股票-医疗保健 | 1.10% | -0.10% | -11.47% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.03% | -0.18% | -1.03% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.02% | — | -10.49% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.02% | — | -2.27% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.02% | — | -8.54% | |
| 15 | PEP | Pepsico INC | 股票-非周期性消费 | 1.00% | — | -11.43% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.99% | — | -8.46% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.99% | — | -13.73% | |
| 18 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.93% | — | -9.17% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.92% | -0.15% | -10.47% | |
| 20 | AAON | Aaon INC | 股票-工业 | 0.90% | — | +0.08% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.88% | — | -7.41% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.83% | -0.17% | -16.32% | |
| 23 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.80% | — | -17.31% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.79% | — | -8.22% | |
| 25 | LMT | Lockheed Martin CORP | 股票-工业 | 0.79% | — | +1.37% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.79% | — | -23.22% | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.77% | -0.27% | -11.59% | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.76% | — | -3.21% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.72% | — | -5.56% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.72% | — | -13.42% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.69% | — | -7.78% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | -0.17% | -21.14% | |
| 33 | OKE | Oneok INC | 股票-能源 | 0.64% | +0.10% | +13.65% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.64% | -0.11% | -13.88% | |
| 35 | WMT | Walmart INC | 股票-非周期性消费 | 0.62% | — | -3.78% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.61% | +0.29% | -18.14% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.61% | — | -78.22% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | -16.78% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.56% | -0.13% | -7.23% | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.56% | — | -41.27% | |
| 41 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.54% | — | -13.63% | |
| 42 | MA | Mastercard INC - A | 股票-金融 | 0.53% | — | -7.95% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.52% | -0.09% | -23.15% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | -0.09% | -6.12% | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.49% | +0.08% | -7.93% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.46% | -0.14% | -5.48% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.46% | -0.20% | -24.51% | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.45% | — | -20.04% | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.45% | -0.19% | -29.82% | |
| 50 | DUK | Duke Energy CORP | 股票-公用事业 | 0.45% | — | -9.34% |