CIK: 0000035527
申报总市值
US$547.2亿
仅显示前 200 大持股（共 2669 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 | 5.25% | -0.32% | +0.56% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.46% | -0.91% | -0.24% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.61% | -1.32% | +0.36% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.45% | -0.71% | +1.04% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.33% | -1.18% | -0.04% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.03% | -0.22% | -0.24% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.73% | -0.53% | +1.17% | |
| 8 | HD | Home Depot INC | 股票-周期性消费 | 1.47% | -0.12% | +0.33% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.45% | +0.10% | -2.06% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.43% | — | +1.71% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.42% | -0.07% | +7.63% | |
| 12 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 1.42% | — | +12.41% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.31% | — | -0.09% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.30% | -0.12% | +0.92% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.25% | -0.42% | +2.59% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.24% | -0.06% | +6.63% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.17% | — | -5.13% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.17% | — | +9.96% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.12% | -1.51% | +307.92% | |
| 20 | MA | Mastercard INC - A | 股票-金融 | 1.08% | — | -1.50% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.03% | — | +1.21% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.97% | +0.11% | +0.86% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.92% | -0.03% | +0.28% | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.90% | — | +7.14% | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.89% | — | +1.41% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.89% | -0.07% | -0.92% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.88% | -0.03% | +5.98% | |
| 28 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.79% | — | -0.67% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.73% | -0.21% | +4.39% | |
| 30 | MS | Morgan Stanley | 股票-金融 | 0.73% | — | +0.35% | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.72% | — | +19.03% | |
| 32 | NEE | Nextera Energy INC | 股票-公用事业 | 0.71% | -0.01% | -1.03% | |
| 33 | DHR | Danaher CORP | 股票-医疗保健 | 0.68% | — | +0.17% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.66% | +0.30% | +1.86% | |
| 35 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.66% | — | -1.60% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.63% | +0.14% | -0.76% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.62% | — | +3.01% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.61% | +0.19% | +1.18% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.59% | +0.10% | -0.77% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.58% | — | -1.98% | |
| 41 | HON | Honeywell International INC | 股票-工业 | 0.58% | — | +0.70% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 0.55% | — | +2.31% | |
| 43 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.54% | — | +9.30% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.52% | — | +4.87% | |
| 45 | AVGO | Broadcom INC | 股票-科技 | 0.51% | -0.92% | +2.29% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.51% | — | -0.32% | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.51% | — | -1.68% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.51% | — | +2.20% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.51% | -0.01% | +0.33% | |
| 50 | PNC | Pnc Financial Services Group | 股票-金融 | 0.47% | — | +6.73% |