CIK: 0000009634
申报总市值
US$65.4亿
仅显示前 200 大持股（共 1362 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 | 6.91% | -0.39% | -0.68% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 4.08% | +1.38% | -1.58% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.68% | -0.28% | -1.60% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.10% | -0.65% | -2.76% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.58% | -0.19% | +0.80% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.22% | — | +28.77% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.99% | +0.10% | +0.02% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.57% | -0.18% | -1.38% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.55% | — | +44.29% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.39% | — | -0.22% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.34% | — | -0.32% | |
| 12 | AAON | Aaon INC | 股票-工业 | 1.30% | — | — | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.22% | — | +3.01% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | -0.17% | -0.09% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.04% | — | +0.98% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.98% | -0.17% | +2.08% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.97% | — | +0.10% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.96% | — | +0.15% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.94% | -0.27% | +807.34% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.94% | -0.15% | -1.24% | |
| 21 | ABBV | Abbvie INC | 股票-医疗保健 | 0.93% | -0.10% | +1.39% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.91% | -0.14% | +2.75% | |
| 23 | WMT | Walmart INC | 股票-非周期性消费 | 0.86% | — | -2.24% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.85% | — | -1.92% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.85% | -0.13% | +5.64% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.80% | — | +2.29% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 0.79% | -0.11% | +4.42% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | — | -2.88% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工业 | 0.72% | — | -3.22% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.71% | — | -0.19% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.69% | +0.11% | +1.86% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.68% | — | -1.89% | |
| 33 | OKE | Oneok INC | 股票-能源 | 0.67% | +0.10% | -0.56% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.66% | -0.09% | -1.00% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.64% | -0.11% | +0.66% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.59% | — | +11.00% | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.59% | — | +0.53% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.59% | — | +1.12% | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.58% | — | -0.94% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.58% | -0.20% | +0.91% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.56% | — | -1.99% | |
| 42 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.55% | — | -1.36% | |
| 43 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.53% | — | +6.25% | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.53% | — | -1.71% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.52% | — | +6.17% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | +0.08% | -2.44% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.29% | -3.93% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.50% | — | -1.69% | |
| 49 | PRU | Prudential Financial INC | 股票-金融 | 0.43% | -0.08% | -0.53% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | -0.09% | -2.55% |