CIK: 0000039263
申报总市值
US$88.1亿
仅显示前 200 大持股（共 1006 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 | MSFT | Microsoft CORP | 股票-科技 | 6.00% | -0.99% | -2.67% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.06% | -0.20% | -4.04% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.82% | -0.02% | +0.76% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.72% | -0.13% | -3.37% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.13% | -0.21% | +18.27% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.06% | -0.06% | -4.43% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.76% | +0.16% | -1.74% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.53% | — | -0.92% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.51% | — | +15.59% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.50% | -0.14% | -4.39% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.48% | -0.16% | -2.48% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.44% | -0.09% | -3.27% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.33% | -0.11% | -3.71% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.27% | — | +12.87% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.25% | -0.32% | +10.50% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.24% | — | +1.25% | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 1.23% | -0.11% | -4.31% | |
| 18 | HD | Home Depot INC | 股票-周期性消费 | 1.22% | — | -1.72% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.21% | — | +20.68% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.20% | -0.15% | -3.88% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.08% | -1.21% | |
| 22 | GUNR | Flexshares Global Upstream N | ETF-其他 | 1.18% | — | -1.96% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.13% | -0.16% | -1.10% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.09% | +0.14% | -3.57% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.09% | +0.25% | -1.44% | |
| 26 | ABBV | Abbvie INC | 股票-医疗保健 | 0.99% | — | +2.18% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.87% | +0.13% | -1.38% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | — | -16.08% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.80% | +0.14% | -0.69% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.79% | — | -1.09% | |
| 31 | NOW | Servicenow INC | 股票-科技 | 0.78% | -0.16% | -3.42% | |
| 32 | UNP | Union Pacific CORP | 股票-工业 | 0.74% | — | -1.81% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | +0.35% | -2.67% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.67% | — | -18.79% | |
| 35 | AVGO | Broadcom INC | 股票-科技 | 0.66% | -0.06% | -6.76% | |
| 36 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.64% | +0.16% | -1.40% | |
| 37 | ETN | Eaton Corporation plc | 股票-工业 | 0.64% | — | -17.89% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.63% | — | -5.48% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | — | -0.68% | |
| 40 | QCOM | Qualcomm INC | 股票-科技 | 0.57% | -0.18% | +4.72% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.56% | -0.49% | -19.00% | |
| 42 | DHR | Danaher CORP | 股票-医疗保健 | 0.54% | — | -4.15% | |
| 43 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.53% | — | -1.63% | |
| 44 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 0.52% | — | -4.42% | |
| 45 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.52% | — | +0.90% | |
| 46 | HON | Honeywell International INC | 股票-工业 | 0.51% | — | +8.27% | |
| 47 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 0.51% | — | -6.06% | |
| 48 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.50% | — | -0.62% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.49% | -0.09% | -0.91% | |
| 50 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.49% | — | -3.97% |