CIK: 0000035442
申报总市值
US$84.6亿
仅显示前 200 大持股（共 624 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 | 10.43% | -0.42% | -4.22% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.01% | -0.29% | -1.37% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.29% | -0.83% | -2.35% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.29% | +0.20% | -4.91% | |
| 5 | CPNG | Coupang INC | 股票-周期性消费 | 4.15% | -0.71% | +0.45% | |
| 6 | TJX | Tjx Companies INC | 股票-周期性消费 | 4.01% | +0.29% | +0.37% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.33% | +0.29% | +34.88% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.67% | — | +5.45% | |
| 9 | EIPX | Ft Energy INC Partners Strat | ETF-其他 | 1.78% | +0.36% | +2.37% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.63% | — | +0.06% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.49% | -0.25% | -0.54% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.46% | -0.12% | +6.24% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.41% | — | +11.78% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.27% | — | -1.31% | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 1.17% | -0.01% | -2.88% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.13% | +0.35% | -1.52% | |
| 17 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.09% | — | -3.55% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.05% | +0.14% | -2.68% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 0.99% | — | -0.27% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.99% | — | -1.26% | |
| 21 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.84% | +0.07% | -0.41% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.79% | -0.11% | +5.56% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | — | +2.11% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.76% | — | +1.16% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | -0.09% | -1.14% | |
| 26 | ABBV | Abbvie INC | 股票-医疗保健 | 0.74% | -0.05% | -0.64% | |
| 27 | CBT | Cabot CORP | 股票-原材料 | 0.69% | +0.08% | — | |
| 28 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.68% | -0.07% | +2.51% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.67% | — | +1.77% | |
| 30 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 0.63% | — | -2.31% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.61% | — | -1.19% | |
| 32 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.61% | -0.09% | -0.80% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.59% | — | -2.55% | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.58% | — | -4.47% | |
| 35 | AVGO | Broadcom INC | 股票-科技 | 0.57% | -0.13% | -0.26% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 0.57% | -0.03% | -0.20% | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.56% | -0.06% | +0.62% | |
| 38 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.55% | — | +1.46% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | -0.08% | +10.25% | |
| 40 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.53% | — | +1.36% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.52% | +0.09% | +0.21% | |
| 42 | CTRA | Coterra Energy INC | 股票-能源 | 0.47% | +0.11% | -0.02% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.47% | — | +36.12% | |
| 44 | MRNA | Moderna INC | 股票-医疗保健 | 0.47% | — | -0.01% | |
| 45 | ADP | Automatic Data Processing | 股票-科技 | 0.45% | -0.07% | -2.52% | |
| 46 | APLSUSD | Apellis Pharmaceuticals INC | 股票-其他 | 0.44% | — | -49.49% | |
| 47 | MTD | Mettler-toledo International | 股票-医疗保健 | 0.43% | — | -2.18% | |
| 48 | ITW | Illinois Tool Works | 股票-工业 | 0.42% | — | -1.84% | |
| 49 | RTX | Rtx CORP | 股票-工业 | 0.42% | — | -2.89% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.42% | -0.10% | +32.57% |