CIK: 0000035527
申报总市值
US$547.2亿
仅显示前 200 大持股（共 2272 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 | 4.82% | -0.32% | +24.73% | |
| 2 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.41% | -0.22% | +0.37% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.93% | — | -0.32% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.31% | -0.91% | +0.73% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.16% | -1.32% | -0.82% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.02% | -0.07% | +2.23% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.86% | +0.10% | +9.32% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.79% | -0.03% | +5.86% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.69% | -0.06% | +5.50% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.64% | -0.12% | +15.78% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.60% | -0.53% | +0.17% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.52% | -0.71% | +3.13% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.50% | +0.14% | +6.53% | |
| 14 | HD | Home Depot INC | 股票-周期性消费 | 1.30% | -0.12% | +0.26% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.29% | -1.18% | +1.64% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.21% | +0.11% | +0.61% | |
| 17 | IGF | Ishares Global Infrastructur | ETF-其他 | 1.16% | — | -19.46% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.07% | +0.30% | -7.26% | |
| 19 | MA | Mastercard INC - A | 股票-金融 | 1.02% | — | -1.30% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.97% | +0.26% | -2.62% | |
| 21 | BA | Boeing Co/the | 股票-工业 | 0.95% | — | +2.53% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 0.94% | — | +3.47% | |
| 23 | INTC | Intel CORP | 股票-科技 | 0.93% | — | -3.03% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.93% | — | +300.46% | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.93% | — | +12.44% | |
| 26 | PFE | Pfizer INC | 股票-医疗保健 | 0.90% | — | -3.00% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.86% | -0.21% | -0.00% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.82% | -0.01% | +2.60% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.81% | +0.10% | +8.31% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.80% | +0.23% | +2.65% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | -0.42% | -3.39% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.72% | — | +2.48% | |
| 33 | AMGN | Amgen INC | 股票-医疗保健 | 0.70% | — | +3.70% | |
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.69% | — | +0.04% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | -0.07% | -2.70% | |
| 36 | UBS | UBS Group AG | 股票-金融 | 0.65% | — | -12.41% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.64% | — | -0.43% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.63% | — | +4.62% | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.63% | -0.92% | +4.45% | |
| 40 | T | At&t INC | 股票-通信服务 | 0.62% | — | +2.98% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.61% | -0.03% | -3.38% | |
| 42 | USB | US Bancorp | 股票-金融 | 0.59% | — | +0.87% | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.59% | — | -3.76% | |
| 44 | NEE | Nextera Energy INC | 股票-公用事业 | 0.58% | -0.01% | +5.05% | |
| 45 | WMT | Walmart INC | 股票-非周期性消费 | 0.56% | — | -4.58% | |
| 46 | UNP | Union Pacific CORP | 股票-工业 | 0.56% | — | +8.92% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.56% | — | -0.66% | |
| 48 | MMM | 3m Co | 股票-工业 | 0.55% | — | -0.57% | |
| 49 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.55% | — | +12.82% | |
| 50 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.54% | — | -0.34% |