CIK: 0000039263
申报总市值
US$88.1亿
仅显示前 200 大持股（共 1348 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 | 6.52% | -0.20% | -1.38% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.51% | -0.99% | -1.44% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 3.23% | -0.02% | -1.14% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.93% | -0.13% | -0.59% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.91% | -0.06% | +0.09% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.08% | -0.21% | -4.57% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.72% | +0.25% | +7.03% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 1.66% | -0.06% | -1.76% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.65% | -0.09% | -0.50% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.65% | +0.16% | +3.94% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.56% | -0.16% | +1.74% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.54% | — | +198.82% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.53% | -0.16% | -0.48% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.53% | -0.14% | -0.93% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.48% | -0.11% | -0.10% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.47% | — | +7.10% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.46% | — | +1.05% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.08% | +0.55% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.29% | -0.32% | -0.52% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.21% | +0.14% | -1.29% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.20% | — | -0.05% | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 1.19% | -0.11% | -0.75% | |
| 23 | HD | Home Depot INC | 股票-周期性消费 | 1.11% | — | -0.18% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.08% | -0.15% | -0.46% | |
| 25 | NOW | Servicenow INC | 股票-科技 | 0.95% | -0.16% | -4.12% | |
| 26 | ABBV | Abbvie INC | 股票-医疗保健 | 0.93% | — | -5.27% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.90% | +0.13% | +2.26% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.86% | — | -32.72% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | — | -17.65% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | +0.35% | -1.01% | |
| 31 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.74% | — | +0.14% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | — | +8.84% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | +0.14% | +0.15% | |
| 34 | ETN | Eaton Corporation plc | 股票-工业 | 0.66% | — | +9.03% | |
| 35 | WMT | Walmart INC | 股票-非周期性消费 | 0.60% | — | +4.97% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.60% | — | +3.02% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.59% | -0.49% | +4.97% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.58% | -0.20% | +15.81% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.55% | -0.09% | -0.90% | |
| 40 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.54% | — | +2.59% | |
| 41 | UNP | Union Pacific CORP | 股票-工业 | 0.54% | — | -14.94% | |
| 42 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.54% | — | +0.00% | |
| 43 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.54% | -0.09% | -2.33% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.53% | +0.25% | -0.53% | |
| 45 | GLW | Corning INC | 股票-科技 | 0.51% | +0.41% | +0.33% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.49% | — | -2.55% | |
| 47 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 0.49% | — | -4.24% | |
| 48 | QCOM | Qualcomm INC | 股票-科技 | 0.49% | -0.18% | -0.44% | |
| 49 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.46% | — | +27.34% | |
| 50 | PM | Philip Morris International | 股票-非周期性消费 | 0.45% | — | +0.82% |