CIK: 0000044365
申报总市值
US$50.8亿
仅显示前 200 大持股（共 1261 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 | 7.33% | -0.43% | -2.16% | |
| 2 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 4.02% | -2.06% | +5.26% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.12% | — | +4.22% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.67% | +0.26% | +15.98% | |
| 5 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 2.66% | +1.03% | +0.15% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 2.38% | — | -6.54% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.32% | -0.15% | -2.88% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.25% | -0.54% | -4.37% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 2.24% | -0.32% | +0.51% | |
| 10 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.81% | — | -2.78% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.76% | +0.09% | -1.27% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.57% | -0.10% | -30.41% | |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.50% | +0.33% | +34.07% | |
| 14 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 1.36% | -0.05% | +28.93% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.35% | -0.07% | -2.33% | |
| 16 | ABBV | Abbvie INC | 股票-医疗保健 | 1.20% | — | -0.80% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 1.16% | -0.35% | -1.17% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.14% | -0.12% | -3.25% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 1.13% | — | -2.21% | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 1.10% | — | -3.66% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.08% | +0.15% | -5.41% | |
| 22 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股与成长 | 1.03% | — | +897.19% | |
| 23 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.00% | — | -0.98% | |
| 24 | UNP | Union Pacific CORP | 股票-工业 | 0.99% | — | -2.46% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.97% | -0.14% | -3.60% | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.93% | — | -3.03% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.92% | — | +0.03% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.88% | +0.40% | +4.46% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | +0.27% | -1.95% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.84% | +0.17% | -3.59% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.83% | +0.14% | -2.49% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | +0.08% | +0.32% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.75% | — | +7.42% | |
| 34 | HON | Honeywell International INC | 股票-工业 | 0.75% | +0.06% | -0.94% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.68% | — | -0.09% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.67% | +0.12% | +2.60% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | -0.08% | -3.09% | |
| 38 | PFE | Pfizer INC | 股票-医疗保健 | 0.66% | — | -0.46% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.62% | -0.12% | -0.52% | |
| 40 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.56% | — | -3.60% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | -0.07% | -5.47% | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.50% | -0.05% | +0.22% | |
| 43 | NEE | Nextera Energy INC | 股票-公用事业 | 0.49% | — | -1.51% | |
| 44 | MA | Mastercard INC - A | 股票-金融 | 0.47% | — | -6.73% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.47% | -0.13% | -2.42% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.46% | — | +0.89% | |
| 47 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.45% | — | -0.93% | |
| 48 | RTX | Rtx CORP | 股票-工业 | 0.45% | — | -4.42% | |
| 49 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.45% | — | -8.82% | |
| 50 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.45% | — | -1.45% |