CIK: 0000035442
申报总市值
US$84.6亿
仅显示前 200 大持股（共 614 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 | 10.57% | -0.42% | -2.98% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.45% | -0.29% | -3.16% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.64% | +0.20% | -14.18% | |
| 4 | CPNG | Coupang INC | 股票-周期性消费 | 4.00% | -0.71% | — | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.92% | -0.83% | -1.16% | |
| 6 | TJX | Tjx Companies INC | 股票-周期性消费 | 3.89% | +0.29% | -2.08% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.58% | +0.29% | +447.48% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.57% | — | +6.00% | |
| 9 | EIPX | Ft Energy INC Partners Strat | ETF-其他 | 1.80% | +0.36% | +4.08% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.64% | — | +3.54% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.37% | -0.25% | -0.89% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.36% | — | -3.01% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.34% | — | +173.63% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.23% | +0.35% | -1.17% | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 1.20% | -0.01% | -2.27% | |
| 16 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.19% | — | -11.57% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.15% | -0.12% | +0.30% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.07% | +0.14% | -3.49% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.03% | — | -1.42% | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 1.03% | — | +0.29% | |
| 21 | ABBV | Abbvie INC | 股票-医疗保健 | 0.93% | -0.05% | -1.28% | |
| 22 | CBT | Cabot CORP | 股票-原材料 | 0.83% | +0.08% | +0.17% | |
| 23 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.82% | +0.07% | -1.20% | |
| 24 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.77% | -0.07% | -1.98% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.77% | — | -2.21% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | +0.50% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | -0.09% | -0.24% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.67% | -0.11% | -4.50% | |
| 29 | APLSUSD | Apellis Pharmaceuticals INC | 股票-其他 | 0.66% | — | -1.79% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.65% | — | -1.77% | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.64% | — | +12.38% | |
| 32 | MRNA | Moderna INC | 股票-医疗保健 | 0.62% | — | — | |
| 33 | MS | Morgan Stanley | 股票-金融 | 0.62% | -0.03% | -0.48% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.60% | — | -2.13% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.60% | -0.09% | -1.37% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.60% | — | -1.50% | |
| 37 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 0.60% | — | -1.04% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.58% | -0.06% | +1.07% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.57% | +0.09% | +0.51% | |
| 40 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.55% | — | +4.45% | |
| 41 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.54% | — | +13.48% | |
| 42 | MTD | Mettler-toledo International | 股票-医疗保健 | 0.54% | — | -3.95% | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.50% | -0.07% | -4.70% | |
| 44 | CTRA | Coterra Energy INC | 股票-能源 | 0.48% | +0.11% | -0.03% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | -0.08% | +2.16% | |
| 46 | RTX | Rtx CORP | 股票-工业 | 0.46% | — | -0.65% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.45% | -0.13% | -0.36% | |
| 48 | ITW | Illinois Tool Works | 股票-工业 | 0.44% | — | -1.24% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.43% | — | -4.87% | |
| 50 | NEE | Nextera Energy INC | 股票-公用事业 | 0.43% | — | +3.95% |