CIK: 0000039263
申报总市值
US$88.1亿
仅显示前 200 大持股（共 1123 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 | 7.12% | -0.20% | +1.65% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.00% | -0.99% | -0.91% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.51% | -0.13% | -0.66% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 2.32% | -0.02% | +9.21% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.75% | +0.16% | +6.04% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.63% | — | +1.92% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.55% | -0.09% | -1.82% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.51% | -0.16% | +3.93% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.47% | -0.21% | -0.72% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.47% | -0.14% | -0.30% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.39% | +0.25% | -0.52% | |
| 12 | GUNR | Flexshares Global Upstream N | ETF-其他 | 1.36% | — | +3.38% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.34% | -0.11% | -0.75% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.29% | -0.11% | +1.26% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.26% | -0.06% | +0.45% | |
| 16 | HD | Home Depot INC | 股票-周期性消费 | 1.18% | — | -1.10% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | +0.35% | -3.16% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | -0.08% | -2.46% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.05% | — | +6.89% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.00% | — | -1.18% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.00% | +0.14% | -0.60% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.99% | +0.14% | -0.18% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.98% | — | +13.47% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.94% | -0.15% | -2.25% | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.88% | — | -6.55% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.80% | +0.13% | -0.39% | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.80% | -0.32% | +14.81% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.79% | — | +0.81% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.78% | — | +13.54% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.77% | -0.16% | -6.28% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.74% | — | +6.23% | |
| 32 | ABBV | Abbvie INC | 股票-医疗保健 | 0.74% | — | -1.32% | |
| 33 | ETN | Eaton Corporation plc | 股票-工业 | 0.72% | — | -0.39% | |
| 34 | NOW | Servicenow INC | 股票-科技 | 0.72% | -0.16% | -0.94% | |
| 35 | UNP | Union Pacific CORP | 股票-工业 | 0.70% | — | -18.41% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.68% | — | -0.48% | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.68% | +0.16% | +0.00% | |
| 38 | DHR | Danaher CORP | 股票-医疗保健 | 0.65% | — | -2.77% | |
| 39 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.65% | — | +1.58% | |
| 40 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 0.58% | — | +1.82% | |
| 41 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.57% | — | — | |
| 42 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.56% | — | -1.83% | |
| 43 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.56% | — | -1.16% | |
| 44 | HON | Honeywell International INC | 股票-工业 | 0.55% | — | +1.52% | |
| 45 | ADBE | Adobe INC | 股票-科技 | 0.55% | — | -2.10% | |
| 46 | ZTS | Zoetis INC | 股票-医疗保健 | 0.54% | — | -2.03% | |
| 47 | PM | Philip Morris International | 股票-非周期性消费 | 0.51% | — | +1.35% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.50% | — | -6.12% | |
| 49 | AVGO | Broadcom INC | 股票-科技 | 0.50% | -0.06% | +3.26% | |
| 50 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 0.49% | — | -1.68% |