CIK: 0000039263
申报总市值
US$88.1亿
仅显示前 200 大持股（共 1011 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 | 6.28% | -0.20% | -3.67% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.85% | -0.99% | -4.60% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.68% | -0.02% | +8.78% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.52% | -0.13% | -5.20% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.79% | +0.16% | +3.15% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.72% | -0.21% | +15.54% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.53% | — | -0.12% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.51% | -0.14% | +5.51% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.50% | -0.16% | -2.27% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.47% | -0.09% | -4.05% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.36% | -0.11% | -4.95% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.31% | — | +14.84% | |
| 13 | GUNR | Flexshares Global Upstream N | ETF-其他 | 1.27% | — | -3.85% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.25% | -0.06% | -7.75% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.25% | — | +34.50% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.21% | — | +11.53% | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 1.21% | -0.11% | -4.44% | |
| 18 | HD | Home Depot INC | 股票-周期性消费 | 1.19% | — | -1.24% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.11% | +0.25% | -8.49% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.10% | -0.32% | +21.91% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | -0.08% | -8.52% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.08% | +0.14% | -3.12% | |
| 23 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.03% | — | +16.93% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.99% | -0.15% | -6.58% | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.91% | — | -1.44% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | — | -6.82% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.88% | -0.16% | -2.05% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 0.88% | — | +10.80% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.87% | +0.13% | +11.65% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.86% | — | +17.90% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.85% | +0.14% | -4.54% | |
| 32 | UNP | Union Pacific CORP | 股票-工业 | 0.80% | — | -5.08% | |
| 33 | NOW | Servicenow INC | 股票-科技 | 0.80% | -0.16% | -3.04% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.75% | -0.49% | +57.35% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | +0.35% | -30.91% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.68% | — | -5.31% | |
| 37 | ETN | Eaton Corporation plc | 股票-工业 | 0.64% | — | -6.33% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.63% | -0.06% | +3.06% | |
| 39 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.62% | — | +269.91% | |
| 40 | ADBE | Adobe INC | 股票-科技 | 0.60% | — | -2.43% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.58% | — | +57.50% | |
| 42 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.57% | +0.16% | -4.74% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | — | -6.23% | |
| 44 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.56% | — | -1.24% | |
| 45 | DHR | Danaher CORP | 股票-医疗保健 | 0.55% | — | -1.36% | |
| 46 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.55% | — | +3.57% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.55% | — | +103.27% | |
| 48 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 0.54% | — | -3.20% | |
| 49 | HON | Honeywell International INC | 股票-工业 | 0.51% | — | -4.58% | |
| 50 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.50% | -0.09% | -4.03% |