CIK: 0000035442
申报总市值
US$84.6亿
仅显示前 200 大持股（共 611 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 11.00% | -0.42% | +0.03% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.75% | -0.29% | -1.60% | |
| 3 | CPNG | Coupang INC | 股票-周期性消费 | 4.88% | -0.71% | +0.27% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.29% | +0.20% | +11.60% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.78% | -0.83% | -0.12% | |
| 6 | TJX | Tjx Companies INC | 股票-周期性消费 | 3.60% | +0.29% | +26.03% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.32% | — | +7.65% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.68% | — | -0.98% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.55% | — | +0.32% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.52% | -0.12% | +0.81% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.51% | -0.25% | +1915.56% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.37% | +0.14% | -0.26% | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 1.35% | -0.01% | +0.26% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.19% | — | +37.08% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.18% | +0.35% | +0.31% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.07% | — | -0.67% | |
| 17 | PEP | Pepsico INC | 股票-非周期性消费 | 1.07% | — | +0.05% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.99% | — | -6.13% | |
| 19 | ABBV | Abbvie INC | 股票-医疗保健 | 0.93% | -0.05% | -0.01% | |
| 20 | APLSUSD | Apellis Pharmaceuticals INC | 股票-其他 | 0.83% | — | -0.68% | |
| 21 | CBT | Cabot CORP | 股票-原材料 | 0.82% | +0.08% | +0.01% | |
| 22 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.81% | -0.07% | -0.39% | |
| 23 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.79% | +0.07% | -0.86% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.77% | -0.11% | +1908.22% | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.72% | -0.06% | +0.97% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | +8.11% | |
| 27 | MRNA | Moderna INC | 股票-医疗保健 | 0.70% | — | +0.00% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | -0.09% | -6.54% | |
| 29 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.68% | -0.09% | -2.45% | |
| 30 | MS | Morgan Stanley | 股票-金融 | 0.65% | -0.03% | +0.17% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 0.64% | -0.07% | -0.14% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.62% | — | -3.06% | |
| 33 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.61% | — | -13.32% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.61% | — | +0.97% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.60% | — | -1.58% | |
| 36 | CTRA | Coterra Energy INC | 股票-能源 | 0.60% | +0.11% | +0.07% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.59% | +0.09% | -0.69% | |
| 38 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 0.58% | — | -0.72% | |
| 39 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.55% | — | +2.01% | |
| 40 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.53% | — | +18.72% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.50% | — | +8.97% | |
| 42 | NEE | Nextera Energy INC | 股票-公用事业 | 0.50% | — | +1.72% | |
| 43 | UNP | Union Pacific CORP | 股票-工业 | 0.49% | — | -1.99% | |
| 44 | MTD | Mettler-toledo International | 股票-医疗保健 | 0.48% | — | -1.22% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.46% | — | -0.28% | |
| 46 | RTX | Rtx CORP | 股票-工业 | 0.46% | — | -1.22% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.45% | — | -1.57% | |
| 48 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.45% | — | +1.43% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | -0.08% | +7.33% | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.40% | — | -4.21% |