CIK: 0000312272
申报总市值
US$715.9亿
仅显示前 200 大持股（共 4087 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 | 4.24% | -0.32% | +0.67% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.41% | -0.08% | -1.28% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.39% | -0.23% | +2.10% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.17% | -0.47% | +2.87% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.81% | -0.20% | +2.20% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.73% | -0.11% | +1.49% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.69% | -0.17% | +1.77% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.23% | -0.13% | +0.14% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 1.16% | -0.10% | +4.23% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.14% | — | +3.22% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.13% | -0.02% | +7.06% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.04% | -0.19% | -0.09% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.97% | -0.16% | +2.49% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 0.87% | — | +4.74% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.82% | -0.04% | +2.40% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.74% | -0.08% | +2.67% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.70% | — | +9.49% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.69% | -0.03% | +6.24% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.09% | +0.45% | |
| 20 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.58% | — | +2.82% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.57% | — | +2.50% | |
| 22 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.56% | -0.02% | +10.07% | |
| 23 | TSLA | Tesla INC | 股票-周期性消费 | 0.55% | -0.10% | -0.68% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | -0.08% | -1.52% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.54% | +0.08% | +1.26% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.53% | — | -4.20% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.52% | — | +206.65% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.52% | -0.07% | +6.18% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.52% | — | +5.26% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.50% | — | +3.61% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.49% | — | +1.29% | |
| 32 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.49% | — | +7.82% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.47% | — | +3.17% | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.46% | — | +0.21% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.46% | — | +2.47% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.45% | -0.03% | +1.57% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.44% | — | +2.14% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.44% | — | +8.30% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.44% | — | +3.98% | |
| 40 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.42% | +0.08% | +14.29% | |
| 41 | AVGO | Broadcom INC | 股票-科技 | 0.41% | -0.07% | +1.91% | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.41% | — | +3.76% | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.41% | -0.06% | -1.74% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.39% | — | +5.73% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | +0.14% | -0.05% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.39% | — | +0.08% | |
| 47 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.38% | -0.06% | +15.98% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.37% | — | +1.10% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | -0.06% | +0.23% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | +0.07% | -2.75% |