CIK: 0000009634
申报总市值
US$65.4亿
仅显示前 200 大持股（共 1185 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 | 6.06% | -0.39% | +2.11% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 4.13% | +1.38% | +1.90% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.36% | -0.65% | -5.07% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.91% | -0.28% | +2.23% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.98% | -0.19% | +3.85% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.75% | — | +377.65% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.62% | — | -7.31% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.56% | -0.18% | -0.57% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.25% | — | -11.17% | |
| 10 | BOKF | Bok Financial Corporation | 股票-其他 | 1.17% | — | -0.58% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | -0.17% | +16.19% | |
| 12 | AAON | Aaon INC | 股票-工业 | 1.09% | — | +1.97% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.06% | — | -6.48% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.06% | — | -1.04% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.03% | +0.10% | -0.71% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.95% | — | +1.26% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.94% | — | +5.41% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 0.92% | -0.27% | -16.55% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.91% | -0.17% | +5.82% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.89% | -0.15% | -9.38% | |
| 21 | ABBV | Abbvie INC | 股票-医疗保健 | 0.86% | -0.10% | -18.60% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.85% | — | -1.90% | |
| 23 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.81% | — | -1.92% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | — | +1.10% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.79% | -0.14% | -0.66% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.74% | -0.13% | +7.46% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | — | -0.98% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.72% | — | -20.63% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.70% | — | -1.08% | |
| 30 | WMT | Walmart INC | 股票-非周期性消费 | 0.70% | — | +202.48% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | — | +0.40% | |
| 32 | PEP | Pepsico INC | 股票-非周期性消费 | 0.68% | — | -9.41% | |
| 33 | VUG | Vanguard Growth ETF | ETF-其他 | 0.63% | -0.11% | +19.36% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | -0.09% | -2.71% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.61% | +0.11% | -43.61% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.61% | +0.29% | +11.65% | |
| 37 | OKE | Oneok INC | 股票-能源 | 0.59% | +0.10% | -17.91% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工业 | 0.59% | — | -6.45% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.59% | — | -6.72% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.58% | — | -3.42% | |
| 41 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.57% | — | -12.47% | |
| 42 | HD | Home Depot INC | 股票-周期性消费 | 0.57% | -0.11% | +0.39% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.56% | — | +0.53% | |
| 44 | COP | Conocophillips | 股票-能源 | 0.54% | +0.33% | +15.30% | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.54% | — | -7.26% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.54% | -0.20% | -8.23% | |
| 47 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.52% | — | +173.55% | |
| 48 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.51% | — | -13.93% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.50% | — | -53.28% | |
| 50 | PRU | Prudential Financial INC | 股票-金融 | 0.46% | -0.08% | +47.58% |