CIK: 0000039263
申报总市值
US$88.1亿
仅显示前 200 大持股（共 1298 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 | 5.90% | -0.99% | -0.89% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.91% | -0.20% | +0.55% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 3.17% | -0.02% | -1.73% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.09% | -0.06% | +0.66% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.71% | -0.13% | +0.17% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.07% | +0.16% | +8.53% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.99% | +0.25% | +2.51% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.90% | -0.16% | +1.85% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.89% | -0.21% | -3.28% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.81% | -0.06% | -0.68% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.66% | -0.32% | +15.83% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.62% | — | +12.49% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.59% | -0.16% | +0.26% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.51% | -0.14% | +0.96% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.49% | — | +3.31% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.43% | -0.09% | -0.74% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | -0.08% | -0.23% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.32% | — | -2.51% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.29% | — | +12.15% | |
| 20 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 1.25% | +0.63% | — | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.20% | -0.11% | -4.11% | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 1.16% | -0.11% | -0.47% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.14% | +0.14% | -2.00% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.01% | -0.15% | +1.05% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 0.97% | — | +1.24% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.92% | -0.20% | +4.47% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.92% | — | +3.05% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.92% | +0.13% | +4.93% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | — | +2.31% | |
| 30 | NOW | Servicenow INC | 股票-科技 | 0.81% | -0.16% | -1.73% | |
| 31 | ETN | Eaton Corporation plc | 股票-工业 | 0.69% | — | +2.84% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | +0.35% | -1.79% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | +0.14% | -2.80% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | — | +1.34% | |
| 35 | WMT | Walmart INC | 股票-非周期性消费 | 0.62% | — | +2.32% | |
| 36 | PM | Philip Morris International | 股票-非周期性消费 | 0.62% | — | -2.41% | |
| 37 | NFLX | Netflix INC | 股票-通信服务 | 0.59% | — | +4.27% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.59% | — | +0.67% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.58% | -0.49% | +6.48% | |
| 40 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | — | +2.59% | |
| 41 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.55% | -0.09% | -2.38% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.55% | +0.25% | +11.33% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.55% | -0.09% | +0.04% | |
| 44 | GLW | Corning INC | 股票-科技 | 0.54% | +0.41% | +3.01% | |
| 45 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.54% | — | +1.58% | |
| 46 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.52% | — | +0.04% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.51% | — | +2.03% | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.50% | — | -0.29% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.49% | — | +8.50% | |
| 50 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.49% | -0.13% | +0.06% |