CIK: 0000009634
申报总市值
US$65.4亿
仅显示前 200 大持股（共 1148 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 | 7.09% | -0.39% | +1.65% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.81% | -0.13% | +10.22% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 3.29% | +1.38% | -0.06% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.26% | -0.65% | -1.80% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.02% | +0.10% | +20.93% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.86% | -0.28% | +0.72% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.75% | -0.19% | +1.81% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.71% | — | -17.54% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.60% | -0.18% | -0.18% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.39% | — | -0.63% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.32% | — | +0.26% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.30% | — | +3.16% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.18% | -0.27% | -2.40% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | -0.17% | +0.57% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.12% | — | -0.17% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.10% | — | -19.73% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 1.05% | -0.11% | +15.15% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.03% | — | +7.05% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.92% | — | -5.46% | |
| 20 | WMT | Walmart INC | 股票-非周期性消费 | 0.87% | — | -8.75% | |
| 21 | AAON | Aaon INC | 股票-工业 | 0.81% | — | +0.02% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.81% | -0.17% | -4.37% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.78% | — | +4.94% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.78% | -0.15% | -5.92% | |
| 25 | ABBV | Abbvie INC | 股票-医疗保健 | 0.74% | -0.10% | -1.90% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.74% | — | -0.77% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.74% | +0.11% | +6.66% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | +1.70% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | -0.14% | -1.07% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.67% | -0.09% | -0.51% | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.64% | — | -1.37% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | -0.09% | +31.19% | |
| 33 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.59% | — | +0.57% | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.58% | — | -0.94% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.57% | -0.20% | -7.58% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.54% | — | +0.42% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.54% | — | -0.94% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.50% | — | +8.83% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.50% | — | -4.12% | |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.50% | +0.26% | +368.35% | |
| 41 | OKE | Oneok INC | 股票-能源 | 0.48% | +0.10% | -2.19% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | +0.08% | -5.04% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.47% | — | -0.34% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.46% | -0.11% | -3.62% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | — | -1.03% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | -0.12% | +48.63% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工业 | 0.42% | — | -10.74% | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.41% | — | +6.13% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.41% | +0.29% | +0.53% | |
| 50 | CAH | Cardinal Health INC | 股票-医疗保健 | 0.40% | — | +3.91% |