CIK: 0000035442
申报总市值
US$84.6亿
仅显示前 200 大持股（共 857 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 | 12.14% | -0.42% | -1.16% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 5.53% | -0.07% | — | |
| 3 | TJX | Tjx Companies INC | 股票-周期性消费 | 5.11% | +0.29% | -0.29% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.67% | -0.29% | -3.23% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.61% | +0.29% | -0.22% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.64% | -0.83% | -2.05% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.42% | +0.20% | -1.15% | |
| 8 | CPNG | Coupang INC | 股票-周期性消费 | 3.32% | -0.71% | -2.16% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.57% | -0.25% | -3.68% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.61% | -0.12% | -2.27% | |
| 11 | EIPX | Ft Energy INC Partners Strat | ETF-其他 | 1.56% | +0.36% | -2.58% | |
| 12 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股与成长 | 1.53% | -0.03% | -10.44% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.53% | -0.10% | -0.26% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.35% | — | -1.65% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.29% | -0.11% | -3.10% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 1.25% | -0.13% | -4.30% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | -0.09% | -2.40% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.15% | — | +2.06% | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 0.90% | -0.01% | -1.30% | |
| 20 | ABBV | Abbvie INC | 股票-医疗保健 | 0.85% | -0.05% | -1.14% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.84% | +0.35% | -0.78% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.79% | +0.14% | -2.70% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | -2.23% | |
| 24 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.70% | +0.29% | +57.11% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 0.69% | -0.03% | -4.43% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.68% | — | -12.56% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.67% | — | +0.98% | |
| 28 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.61% | -0.16% | -18.35% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.60% | — | -1.59% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | — | -3.43% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | -0.08% | -0.64% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.57% | — | -2.24% | |
| 33 | KLAC | Kla CORP | 股票-科技 | 0.57% | +0.12% | -3.96% | |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.53% | -0.09% | -0.55% | |
| 35 | WCMI | Ft Wcm International ETF | ETF-其他 | 0.53% | +0.20% | +25.50% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.51% | — | -0.50% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.51% | — | -1.33% | |
| 38 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.51% | +0.07% | -1.89% | |
| 39 | APH | Amphenol Corp-cl A | 股票-科技 | 0.48% | -0.04% | -5.66% | |
| 40 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.45% | — | -0.85% | |
| 41 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.44% | — | +11.87% | |
| 42 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.42% | -0.07% | -0.46% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.41% | +0.08% | -3.75% | |
| 44 | CBT | Cabot CORP | 股票-原材料 | 0.40% | +0.08% | -0.01% | |
| 45 | CAT | Caterpillar INC | 股票-工业 | 0.40% | +0.11% | -4.56% | |
| 46 | RTX | Rtx CORP | 股票-工业 | 0.39% | — | -0.89% | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.38% | -0.03% | -3.65% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.38% | -0.04% | -1.37% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.36% | — | -2.37% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.35% | -0.07% | -5.71% |