CIK: 0000009634
申报总市值
US$65.4亿
仅显示前 200 大持股（共 1295 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 | 6.71% | -0.39% | -0.72% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.88% | -0.13% | +488.73% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.63% | -0.28% | -1.11% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 3.36% | +1.38% | -0.28% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.00% | -0.65% | +0.98% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.70% | -0.19% | -0.98% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.17% | — | +2.40% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.92% | +0.10% | +14.72% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.81% | -0.18% | +0.69% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.54% | — | +17.71% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.47% | — | +0.57% | |
| 12 | AAON | Aaon INC | 股票-工业 | 1.41% | — | +0.01% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.22% | — | +0.91% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.21% | — | +1.82% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | -0.17% | -0.69% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 1.16% | -0.27% | -0.04% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.09% | -0.17% | +0.50% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.04% | — | +0.03% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | -0.15% | -0.56% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.96% | — | -1.20% | |
| 21 | WMT | Walmart INC | 股票-非周期性消费 | 0.94% | — | -1.48% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 0.88% | -0.11% | +8.47% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.81% | — | -2.86% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 0.79% | -0.10% | -0.04% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.78% | — | +3.53% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.77% | -0.14% | -1.37% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.77% | — | +1.95% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | +0.61% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.68% | +0.11% | +221.59% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.67% | — | -1.27% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.67% | — | +23.91% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.66% | -0.09% | -3.30% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.64% | -0.20% | +7.08% | |
| 34 | OKE | Oneok INC | 股票-能源 | 0.60% | +0.10% | -12.23% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.57% | — | +13.77% | |
| 36 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.57% | — | +14.02% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.57% | -0.11% | -1.47% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.54% | — | -2.68% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工业 | 0.52% | — | -0.57% | |
| 40 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.52% | — | -8.87% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | +0.08% | -0.69% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.51% | — | -0.99% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.48% | — | -0.90% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.48% | — | +0.26% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.47% | — | -1.19% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.46% | +0.29% | -5.84% | |
| 47 | TSLA | Tesla INC | 股票-周期性消费 | 0.46% | -0.08% | -3.49% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.45% | -0.09% | +1.34% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.45% | — | -5.05% | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.43% | — | -1.84% |