CIK: 0000312272
申报总市值
US$715.9亿
仅显示前 200 大持股（共 3704 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 | 4.89% | -0.32% | +0.81% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.21% | -0.47% | +3.23% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.85% | -0.08% | +7.44% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.66% | -0.11% | +5.08% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.63% | -0.17% | +5.44% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.56% | -0.20% | +0.88% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.44% | — | -1.14% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.23% | -0.13% | +1.40% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.18% | -0.19% | +3.07% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.11% | -0.16% | +0.64% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.84% | -0.02% | +5.16% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 0.82% | -0.10% | +1.63% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 0.81% | -0.23% | +7.05% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.81% | -0.04% | +1.01% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.79% | — | -0.57% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 0.78% | — | +1.20% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.77% | — | +2.95% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.75% | -0.03% | +7.67% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | +0.07% | -1.29% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | -0.08% | +8.02% | |
| 21 | TSLA | Tesla INC | 股票-周期性消费 | 0.67% | -0.10% | +1.19% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.60% | -0.08% | +6.13% | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.58% | — | +2.60% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.57% | — | -3.81% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.57% | -0.03% | +1.62% | |
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.56% | — | -8.18% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.55% | — | +1.70% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.52% | — | -0.07% | |
| 29 | PFE | Pfizer INC | 股票-医疗保健 | 0.51% | — | +0.23% | |
| 30 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.50% | — | +6.72% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.50% | — | -0.38% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | -0.09% | +6.03% | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.49% | — | +3.89% | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.48% | — | +0.49% | |
| 35 | NEE | Nextera Energy INC | 股票-公用事业 | 0.48% | — | +4.82% | |
| 36 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.47% | — | +15.91% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.46% | — | +11.35% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.46% | — | +0.81% | |
| 39 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.46% | — | +3.90% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | +0.14% | +1.27% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.45% | — | +7.72% | |
| 42 | HD | Home Depot INC | 股票-周期性消费 | 0.45% | — | +0.17% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.45% | — | +22.31% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.43% | — | +2.64% | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.42% | +0.08% | +2.19% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.41% | +0.09% | +1.64% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | -0.06% | +1.29% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.40% | — | -1.27% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.40% | — | -0.85% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.38% | — | +7.52% |