CIK: 0000312272
申报总市值
US$715.9亿
仅显示前 200 大持股（共 2814 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 | 3.60% | -0.32% | -0.30% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.95% | — | -1.23% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.90% | -0.08% | -0.40% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.77% | -0.47% | +10.66% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.70% | -0.17% | +6.95% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.65% | -0.11% | +7.76% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.51% | — | +9.97% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.47% | -0.13% | -7.08% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.47% | -0.20% | +10.25% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | -0.19% | +7.61% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.16% | -0.16% | -12.29% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.04% | -0.04% | +6.76% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.01% | — | -10.22% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 0.92% | -0.10% | +1.53% | |
| 15 | VZ | Verizon Communications INC | 股票-通信服务 | 0.89% | — | +8.46% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.88% | +0.07% | +3.25% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.82% | -0.02% | +11.65% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 0.79% | — | -0.67% | |
| 19 | T | At&t INC | 股票-通信服务 | 0.78% | — | +1.83% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.77% | -0.03% | +11.62% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.76% | — | -2.39% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.74% | -0.03% | -5.88% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.70% | — | -0.91% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.69% | — | -7.84% | |
| 25 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.68% | — | -2.10% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.68% | — | -9.41% | |
| 27 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.67% | — | +36.40% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.63% | — | -8.63% | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.62% | — | +8.17% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.61% | — | -2.42% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.61% | — | -4.14% | |
| 32 | NEE | Nextera Energy INC | 股票-公用事业 | 0.57% | — | -6.21% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.56% | — | +3.19% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.56% | — | +21.98% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.55% | — | +13.44% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.55% | — | -3.57% | |
| 37 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.53% | — | +14.54% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | -0.06% | +3.40% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | -0.09% | +8.47% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.48% | — | +0.24% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.47% | — | +0.75% | |
| 42 | HD | Home Depot INC | 股票-周期性消费 | 0.47% | — | -2.73% | |
| 43 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.46% | — | -8.55% | |
| 44 | WPC | Wp Carey INC | 股票-房地产 | 0.46% | — | -6.37% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.45% | — | +0.87% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.45% | -0.08% | +3.65% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | +0.14% | +6.43% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.43% | — | -13.03% | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.43% | — | +16.22% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.43% | -0.08% | +3.92% |