CIK: 0000009634
申报总市值
US$65.4亿
仅显示前 200 大持股（共 1258 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 | 5.82% | -0.39% | -7.55% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 3.72% | +1.38% | -0.60% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.46% | -0.28% | -0.34% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.37% | -0.65% | -1.14% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.81% | — | +2.99% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.78% | — | +3.21% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.42% | -0.18% | +1.01% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.37% | — | +8.14% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.21% | — | +15.03% | |
| 10 | BOKF | Bok Financial Corporation | 股票-其他 | 1.19% | — | +0.94% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.19% | — | +141.07% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.12% | -0.19% | +0.23% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.10% | +0.11% | +121.39% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.09% | +0.10% | +1.38% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.05% | — | +1.08% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 0.98% | -0.27% | -2.76% | |
| 17 | ABBV | Abbvie INC | 股票-医疗保健 | 0.97% | -0.10% | +5.15% | |
| 18 | AAON | Aaon INC | 股票-工业 | 0.97% | — | +0.00% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.94% | -0.15% | -1.24% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.93% | — | +6.56% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.92% | — | -0.62% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.17% | -0.16% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.85% | — | -6.97% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.84% | -0.17% | -0.58% | |
| 25 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.82% | — | -2.12% | |
| 26 | PEP | Pepsico INC | 股票-非周期性消费 | 0.79% | — | -2.65% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.78% | — | -5.64% | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.77% | — | -0.59% | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.76% | — | -2.67% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.75% | — | -0.34% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.71% | — | -1.16% | |
| 32 | OKE | Oneok INC | 股票-能源 | 0.68% | +0.10% | -1.86% | |
| 33 | LMT | Lockheed Martin CORP | 股票-工业 | 0.68% | — | -5.82% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.67% | -0.13% | +2.27% | |
| 35 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.66% | -0.14% | -4.13% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.65% | — | -2.90% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.65% | — | -1.79% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | -0.32% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.62% | — | -2.52% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | -0.09% | +4.71% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.61% | — | +2.26% | |
| 42 | HD | Home Depot INC | 股票-周期性消费 | 0.57% | -0.11% | -0.77% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.56% | — | +4.43% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.56% | -0.20% | +12.70% | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.55% | — | -0.30% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.55% | +0.29% | -1.07% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.53% | +0.08% | +0.42% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.52% | -0.11% | +10.72% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | -0.09% | -0.50% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.46% | +0.33% | +6.54% |