CIK: 0000312272
申报总市值
US$715.9亿
仅显示前 200 大持股（共 2882 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 | 3.40% | -0.32% | -0.17% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.13% | — | +2.89% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.95% | -0.08% | +11.00% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.56% | -0.11% | +5.96% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.51% | -0.13% | -1.35% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.38% | -0.16% | +13.92% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.36% | — | +13.90% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.31% | -0.47% | +6.47% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.27% | — | +0.73% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.23% | -0.17% | +6.84% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.21% | -0.20% | +4.59% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.10% | -0.19% | +2.01% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.96% | -0.04% | +6.05% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.96% | -0.03% | +3.01% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 0.87% | — | +3.05% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 0.86% | -0.10% | +0.50% | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.84% | — | +2.07% | |
| 18 | T | At&t INC | 股票-通信服务 | 0.84% | — | +7.38% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.81% | — | +7.98% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.80% | — | +2.70% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.78% | — | +0.52% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.78% | +0.07% | +2.95% | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 0.77% | — | +4.25% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.75% | -0.02% | +5.45% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.75% | -0.03% | +5.63% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.65% | — | +1.27% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | +0.14% | +2.44% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.60% | — | +5.65% | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.60% | — | +16.10% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.60% | — | -0.27% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | -0.09% | +4.19% | |
| 32 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.59% | — | +2.57% | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.55% | — | +4.07% | |
| 34 | WPC | Wp Carey INC | 股票-房地产 | 0.55% | — | -4.30% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.52% | — | +6.16% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.52% | — | +9.56% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.52% | — | -0.12% | |
| 38 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.51% | — | +11.86% | |
| 39 | NEE | Nextera Energy INC | 股票-公用事业 | 0.50% | — | +4.41% | |
| 40 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.49% | — | +19.06% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | -0.06% | +9.29% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.47% | — | +9.75% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.47% | — | +3.92% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.46% | — | +2.20% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.46% | — | +5.29% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.46% | — | +6.39% | |
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.46% | — | +6.96% | |
| 48 | PFE | Pfizer INC | 股票-医疗保健 | 0.44% | — | +4.64% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.44% | — | +3.35% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.43% | — | +21.39% |