CIK: 0000044365
申报总市值
US$50.8亿
仅显示前 200 大持股（共 1280 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 | AAPL | Apple INC | 股票-科技 | 8.22% | -0.43% | -1.30% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.67% | -0.15% | +1026.35% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.79% | -0.54% | +0.78% | |
| 4 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 2.70% | +1.03% | +3.57% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 2.66% | -0.32% | +341.94% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.54% | +0.09% | +2286.30% | |
| 7 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 2.15% | -2.06% | +12.84% | |
| 8 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.98% | — | -3.88% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.86% | -0.12% | +1.02% | |
| 10 | HD | Home Depot INC | 股票-周期性消费 | 1.58% | — | -1.49% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.52% | +0.15% | +1628.39% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.34% | — | +9.20% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.30% | -0.14% | +0.54% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | -0.07% | +0.27% | |
| 15 | UNP | Union Pacific CORP | 股票-工业 | 1.25% | — | +0.59% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.22% | +0.26% | +45.72% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 1.15% | -0.35% | -2.76% | |
| 18 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.12% | — | -0.18% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 1.02% | — | +0.49% | |
| 20 | ABBV | Abbvie INC | 股票-医疗保健 | 1.01% | — | +0.30% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | — | +0.28% | |
| 22 | PFE | Pfizer INC | 股票-医疗保健 | 0.96% | — | -0.93% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.94% | — | -1.55% | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.93% | — | +16.25% | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 0.93% | +0.14% | -0.18% | |
| 26 | HON | Honeywell International INC | 股票-工业 | 0.90% | +0.06% | -0.62% | |
| 27 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.83% | -0.05% | -2.91% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.83% | +0.08% | -1.64% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | -0.08% | +0.81% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.81% | -0.10% | -3.82% | |
| 31 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.73% | -0.05% | +3.01% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.70% | +0.40% | +843.37% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.66% | -0.05% | -0.32% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.65% | +0.12% | +2684.68% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.62% | +0.17% | -0.27% | |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.61% | +0.33% | +90.69% | |
| 37 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.61% | — | +1.58% | |
| 38 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.60% | — | -9.35% | |
| 39 | NEE | Nextera Energy INC | 股票-公用事业 | 0.58% | — | -0.18% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | -0.05% | +3.32% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.57% | — | -7.71% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.55% | -0.12% | +2.26% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | -0.07% | -2.41% | |
| 44 | MA | Mastercard INC - A | 股票-金融 | 0.51% | — | +1.55% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.48% | -0.06% | +1.56% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | +0.27% | +1.03% | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.46% | — | -5.83% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.45% | — | -8.43% | |
| 49 | RTX | Rtx CORP | 股票-工业 | 0.45% | — | -0.21% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.43% | — | -5.41% |