CIK: 0000035527
申报总市值
US$547.2亿
仅显示前 200 大持股（共 2167 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 | 5.43% | -0.32% | +12.91% | |
| 2 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.37% | -0.22% | -1.21% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.72% | — | -9.65% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.56% | -0.91% | +4.28% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.25% | -1.32% | +1.31% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.94% | -0.07% | -4.76% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.93% | -0.03% | +10.78% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.89% | +0.10% | +1.87% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.83% | -0.71% | +14.96% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.78% | -0.12% | +11.32% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.57% | +0.14% | +4.53% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.50% | -0.06% | -9.74% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.46% | -0.53% | -0.42% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.33% | -1.18% | +3.76% | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 1.24% | -0.12% | -2.96% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.12% | +0.11% | -3.75% | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 1.11% | — | -0.79% | |
| 18 | BA | Boeing Co/the | 股票-工业 | 1.05% | — | +5.37% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | +0.26% | +0.18% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.98% | +0.30% | -6.24% | |
| 21 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.96% | — | -17.58% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.94% | — | -1.43% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.93% | — | +0.69% | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.91% | — | -2.54% | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 0.87% | -0.01% | -2.86% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.86% | -0.42% | -3.73% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.85% | +0.10% | +8.80% | |
| 28 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.82% | — | +1.55% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.79% | +0.23% | -1.60% | |
| 30 | PFE | Pfizer INC | 股票-医疗保健 | 0.77% | — | -0.47% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.69% | — | +1.04% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.67% | — | +6.24% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | -0.07% | +0.88% | |
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.65% | — | -4.01% | |
| 35 | AVGO | Broadcom INC | 股票-科技 | 0.64% | -0.92% | -2.29% | |
| 36 | UBS | UBS Group AG | 股票-金融 | 0.63% | — | -4.21% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.62% | — | +15.29% | |
| 38 | T | At&t INC | 股票-通信服务 | 0.62% | — | +3.26% | |
| 39 | UNP | Union Pacific CORP | 股票-工业 | 0.62% | — | +2.88% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.60% | -0.03% | -1.18% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.59% | — | +5.51% | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.59% | — | +2.17% | |
| 43 | AMGN | Amgen INC | 股票-医疗保健 | 0.58% | — | -3.41% | |
| 44 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.57% | — | +4.47% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.57% | -0.21% | -15.09% | |
| 46 | USB | US Bancorp | 股票-金融 | 0.56% | — | +1.18% | |
| 47 | NEE | Nextera Energy INC | 股票-公用事业 | 0.55% | -0.01% | -3.54% | |
| 48 | C | Citigroup INC | 股票-金融 | 0.54% | — | -1.22% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.53% | — | -0.96% | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.53% | — | +1.41% |