CIK: 0000312272
申报总市值
US$715.9亿
仅显示前 200 大持股（共 3661 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 | 4.31% | -0.32% | -1.37% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.14% | -0.47% | +1.69% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.92% | -0.08% | +8.85% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.67% | -0.11% | +5.79% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.42% | — | +2.00% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.39% | -0.20% | +1.13% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.33% | -0.17% | +2089.37% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.13% | -0.13% | +2.52% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | -0.19% | +1.83% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | -0.16% | -0.12% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 0.87% | — | +10.21% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.85% | -0.02% | +6.89% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.83% | -0.04% | +2.20% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.81% | — | +3.30% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.81% | +0.07% | +1.69% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 0.80% | -0.10% | +10.39% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.78% | — | -0.40% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.74% | -0.03% | +1.08% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | -0.08% | +5.71% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.60% | -0.03% | +3.25% | |
| 21 | PFE | Pfizer INC | 股票-医疗保健 | 0.60% | — | +1.57% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | — | +0.69% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.57% | — | -2.62% | |
| 24 | VZ | Verizon Communications INC | 股票-通信服务 | 0.57% | — | +2.53% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.56% | -0.08% | +4.64% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.55% | — | +8.01% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.55% | — | +0.97% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.55% | — | +14.69% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | +0.14% | +1.02% | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.54% | — | +2.98% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.52% | -0.23% | +1.67% | |
| 32 | ABBV | Abbvie INC | 股票-医疗保健 | 0.52% | — | +0.10% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.51% | — | -12.12% | |
| 34 | NEE | Nextera Energy INC | 股票-公用事业 | 0.51% | — | +2.84% | |
| 35 | TSLA | Tesla INC | 股票-周期性消费 | 0.50% | -0.10% | +3.95% | |
| 36 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.49% | — | -0.63% | |
| 37 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.48% | — | +0.22% | |
| 38 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | — | +3.02% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.48% | — | +9.38% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.47% | — | +2.06% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | -0.09% | +1.13% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.44% | — | +19.00% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.43% | — | +11.50% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.42% | — | +2.89% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.41% | — | +3.07% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.41% | +0.09% | -0.68% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.41% | — | +4.00% | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.41% | +0.08% | +3.66% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | -0.06% | +0.88% | |
| 50 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.40% | — | -14.55% |