CIK: 0000035527
申报总市值
US$547.2亿
仅显示前 200 大持股（共 2367 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 | 5.19% | -0.32% | -3.51% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.97% | -0.91% | -1.81% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.26% | -1.32% | +1.49% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.73% | -0.71% | +1.62% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.39% | -0.22% | -5.82% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.75% | -1.18% | -0.39% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.56% | +0.10% | -1.83% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.48% | -0.53% | -0.36% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.42% | — | -7.18% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.41% | -0.07% | +10.64% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.39% | — | -1.35% | |
| 12 | HD | Home Depot INC | 股票-周期性消费 | 1.37% | -0.12% | +1.01% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.30% | — | +0.73% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.27% | — | +2.25% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.25% | -0.12% | -1.28% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.14% | -0.42% | +0.99% | |
| 17 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 1.13% | — | +1.03% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.10% | -0.06% | +13.19% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.08% | +0.11% | +0.58% | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.00% | — | -1.45% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.99% | -0.03% | -0.82% | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.93% | — | +0.40% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.87% | — | +0.25% | |
| 24 | NEE | Nextera Energy INC | 股票-公用事业 | 0.82% | -0.01% | +302.74% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.81% | — | +1.48% | |
| 26 | ABBV | Abbvie INC | 股票-医疗保健 | 0.79% | -0.21% | +3.90% | |
| 27 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.79% | — | +0.13% | |
| 28 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.78% | — | -28.05% | |
| 29 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.75% | — | -0.11% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | -1.51% | +2.00% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.70% | -0.07% | +0.40% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.68% | +0.19% | +0.80% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.68% | +0.30% | +2.63% | |
| 34 | HON | Honeywell International INC | 股票-工业 | 0.67% | — | +1.79% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.65% | — | +1.37% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.64% | — | +1.25% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.64% | -0.03% | +3.64% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.62% | +0.14% | -3.00% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.62% | +0.10% | +6.04% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.62% | — | +0.00% | |
| 41 | UNP | Union Pacific CORP | 股票-工业 | 0.60% | — | +4.60% | |
| 42 | DHR | Danaher CORP | 股票-医疗保健 | 0.57% | — | -0.80% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.57% | — | +2.17% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.56% | — | +1.07% | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.55% | — | -1.69% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.53% | — | -8.87% | |
| 47 | MS | Morgan Stanley | 股票-金融 | 0.52% | — | +39.05% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.51% | — | -0.93% | |
| 49 | AVGO | Broadcom INC | 股票-科技 | 0.51% | -0.92% | +1.29% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.50% | — | -1.03% |