CIK: 0000039263
申报总市值
US$88.1亿
仅显示前 200 大持股（共 1285 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 | 5.91% | -0.20% | -0.27% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.02% | -0.99% | -0.20% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 3.05% | -0.02% | +1.76% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.62% | -0.13% | +0.75% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.35% | -0.06% | -2.18% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.95% | +0.16% | +6.91% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.90% | +0.25% | +8.35% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.85% | -0.21% | -3.27% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.74% | -0.16% | +0.32% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.63% | -0.16% | +3.55% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.60% | — | -0.49% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.52% | -0.14% | +1.43% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.51% | — | +8.28% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.49% | — | +1.81% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.41% | -0.09% | +2.04% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.36% | -0.32% | +11.13% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.30% | -0.08% | -3.86% | |
| 18 | MA | Mastercard INC - A | 股票-金融 | 1.27% | -0.11% | +0.01% | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.25% | +0.14% | -2.24% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.24% | — | +5.21% | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 1.24% | -0.06% | +1.11% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.23% | -0.11% | -0.72% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.19% | -0.15% | +0.72% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 1.13% | — | +0.94% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 1.08% | — | +0.73% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | — | -0.03% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.95% | +0.13% | +1.49% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | +0.35% | -3.17% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.80% | +0.14% | +0.65% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.76% | — | -3.19% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.73% | — | -1.12% | |
| 32 | NOW | Servicenow INC | 股票-科技 | 0.71% | -0.16% | -2.14% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.64% | +0.25% | +2.66% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.63% | -0.20% | +27.86% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.63% | — | -1.77% | |
| 36 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.63% | — | +9.25% | |
| 37 | PM | Philip Morris International | 股票-非周期性消费 | 0.62% | — | +0.51% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.61% | -0.49% | -1.77% | |
| 39 | WMT | Walmart INC | 股票-非周期性消费 | 0.61% | — | +1.18% | |
| 40 | UNP | Union Pacific CORP | 股票-工业 | 0.58% | — | -0.07% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.58% | — | -0.68% | |
| 42 | ETN | Eaton Corporation plc | 股票-工业 | 0.57% | — | +2.65% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.56% | — | -38.20% | |
| 44 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.54% | — | +1.83% | |
| 45 | AXP | American Express Co | 股票-金融 | 0.51% | -0.09% | +0.25% | |
| 46 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.51% | -0.13% | -0.95% | |
| 47 | GLW | Corning INC | 股票-科技 | 0.51% | +0.41% | +1.34% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.50% | — | +5.47% | |
| 49 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.50% | -0.09% | -2.91% | |
| 50 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.49% | — | -2.35% |