CIK: 0000312272
申报总市值
US$715.9亿
仅显示前 200 大持股（共 3662 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% | -0.25% | |
| 2 | IBM | Intl Business Machines CORP | 股票-科技 | 3.61% | -0.04% | +6.27% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.03% | -0.08% | +13.02% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.92% | -0.47% | -0.37% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.61% | -0.11% | +2.76% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.43% | -0.17% | +2.12% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.39% | -0.20% | +5.65% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.19% | — | -4.93% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.08% | -0.13% | +0.63% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | -0.19% | -1.89% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.00% | -0.16% | +1.77% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 0.89% | — | +9.79% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.85% | -0.02% | +5.54% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 0.81% | -0.10% | +6.39% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.80% | -0.04% | +2.89% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.79% | — | +5.39% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.74% | +0.07% | -0.00% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.74% | — | +1.36% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.71% | -0.03% | +2.54% | |
| 20 | TSLA | Tesla INC | 股票-周期性消费 | 0.60% | -0.10% | +210.31% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.58% | -0.08% | +1944.87% | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.57% | — | +11.79% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.57% | — | +8.47% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | +0.14% | +2.37% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.54% | -0.03% | +3.87% | |
| 26 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.54% | — | +2.11% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.53% | — | -0.71% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.52% | — | -1.52% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | — | +0.91% | |
| 30 | NEE | Nextera Energy INC | 股票-公用事业 | 0.52% | — | +1.74% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.50% | — | +14.42% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.50% | -0.08% | +1914.92% | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 0.49% | — | -1.33% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.49% | — | +24.45% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.49% | — | +1.42% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.46% | — | +3.00% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.45% | — | -9.02% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | -0.09% | +3.33% | |
| 39 | ABBV | Abbvie INC | 股票-医疗保健 | 0.44% | — | -1.58% | |
| 40 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.43% | — | -1.81% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.43% | -0.23% | +2.83% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.42% | +0.08% | +5.52% | |
| 43 | VZ | Verizon Communications INC | 股票-通信服务 | 0.42% | — | -0.99% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.42% | — | +6.54% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.42% | +0.09% | +1.93% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.40% | — | +0.11% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.39% | — | +1.35% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.39% | — | +1.16% | |
| 49 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.38% | — | +11.21% | |
| 50 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.37% | — | -1.01% |