CIK: 0000044365
申报总市值
US$50.8亿
仅显示前 200 大持股（共 1428 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 | 8.09% | -0.43% | -1.47% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.26% | -0.15% | -7.14% | |
| 3 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 3.04% | +1.03% | +3.86% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.58% | -0.54% | -0.63% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 2.44% | -0.32% | +0.91% | |
| 6 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 2.41% | -2.06% | +0.95% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.23% | +0.09% | -7.13% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.15% | — | +61.94% | |
| 9 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.02% | — | -5.09% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.85% | -0.12% | +0.29% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.57% | -0.10% | +97.13% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.55% | -0.07% | +1.15% | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.39% | — | +48.16% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.38% | +0.15% | -5.21% | |
| 15 | UNP | Union Pacific CORP | 股票-工业 | 1.37% | — | -0.23% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.31% | +0.26% | +9.73% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.30% | -0.14% | +2.69% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 1.22% | — | -0.71% | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 1.15% | — | -0.10% | |
| 20 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.14% | — | -1.32% | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 1.11% | -0.35% | +0.51% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.05% | +0.33% | +77.81% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 1.01% | — | +0.84% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.93% | — | +0.13% | |
| 25 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.93% | -0.05% | +0.21% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.91% | +0.14% | -6.59% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.87% | +0.17% | -1.40% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.85% | +0.08% | -2.37% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.84% | — | -3.60% | |
| 30 | PFE | Pfizer INC | 股票-医疗保健 | 0.83% | — | -2.24% | |
| 31 | HON | Honeywell International INC | 股票-工业 | 0.81% | +0.06% | -5.02% | |
| 32 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.75% | -0.05% | +4.23% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | -0.08% | -0.45% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | +0.27% | +2.51% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.65% | +0.40% | -2.95% | |
| 36 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.61% | — | -6.15% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.58% | -0.12% | +13.15% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.56% | -0.05% | -0.72% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.55% | — | +0.10% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | -0.07% | -3.11% | |
| 41 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.53% | — | -3.45% | |
| 42 | NEE | Nextera Energy INC | 股票-公用事业 | 0.52% | — | -1.58% | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.51% | — | -4.78% | |
| 44 | MA | Mastercard INC - A | 股票-金融 | 0.50% | — | -1.97% | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.50% | — | -4.50% | |
| 46 | ✓ | Ishares | 股票-其他 | 0.47% | — | +13.46% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.46% | -0.06% | -3.13% | |
| 48 | VZ | Verizon Communications INC | 股票-通信服务 | 0.46% | — | -0.95% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.43% | +0.05% | -2.07% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.42% | — | +81.86% |