CIK: 0000035442
申报总市值
US$84.6亿
仅显示前 200 大持股（共 654 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 | 12.47% | -0.42% | +0.59% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.21% | -0.29% | +0.54% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.59% | +0.29% | +4.28% | |
| 4 | CPNG | Coupang INC | 股票-周期性消费 | 4.52% | -0.71% | -0.45% | |
| 5 | TJX | Tjx Companies INC | 股票-周期性消费 | 4.51% | +0.29% | +0.14% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.02% | -0.83% | +0.35% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.92% | +0.20% | -0.84% | |
| 8 | EIPX | Ft Energy INC Partners Strat | ETF-其他 | 1.81% | +0.36% | +0.40% | |
| 9 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股与成长 | 1.79% | -0.03% | +25.29% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.72% | -0.25% | +2.36% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.71% | — | -20.93% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.60% | — | +2.39% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.59% | -0.12% | +0.42% | |
| 14 | HD | Home Depot INC | 股票-周期性消费 | 1.14% | -0.01% | -0.16% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.05% | -0.10% | +3.38% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.00% | +0.35% | -1.11% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | -0.09% | +4.54% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.94% | — | -16.89% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.92% | — | +4.52% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.89% | — | +0.43% | |
| 21 | CBT | Cabot CORP | 股票-原材料 | 0.86% | +0.08% | -0.52% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 0.86% | -0.13% | +886.71% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.85% | -0.11% | +5.03% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 0.83% | -0.05% | -0.11% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | — | -0.43% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.76% | — | +0.53% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | +0.14% | -1.64% | |
| 28 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.70% | — | -20.64% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.69% | — | -0.72% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.68% | +0.07% | +3.95% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.63% | — | +4.35% | |
| 32 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.58% | — | +4.86% | |
| 33 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.58% | — | +8.16% | |
| 34 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.58% | -0.07% | +0.29% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.57% | — | +1.04% | |
| 36 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.56% | -0.06% | +0.72% | |
| 37 | MS | Morgan Stanley | 股票-金融 | 0.53% | -0.03% | -2.17% | |
| 38 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | +0.08% | +0.60% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | -0.08% | +2.06% | |
| 40 | KLAC | Kla CORP | 股票-科技 | 0.49% | +0.12% | +0.40% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.48% | -0.09% | -1.22% | |
| 42 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 0.45% | — | -3.77% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.43% | — | -2.41% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.43% | — | -0.37% | |
| 45 | ADP | Automatic Data Processing | 股票-科技 | 0.41% | -0.07% | -3.78% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.40% | — | -3.41% | |
| 47 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.38% | -0.16% | — | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.38% | -0.07% | +8.41% | |
| 49 | NEE | Nextera Energy INC | 股票-公用事业 | 0.35% | — | +1.41% | |
| 50 | MA | Mastercard INC - A | 股票-金融 | 0.35% | -0.03% | +12.76% |