CIK: 0000035527
申报总市值
US$547.2亿
仅显示前 200 大持股（共 2691 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 | 5.07% | -0.32% | -3.91% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.95% | -0.91% | -3.63% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.72% | -1.32% | +0.68% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.37% | -0.71% | +1.53% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.32% | -1.18% | +1.26% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.95% | -0.22% | -1.51% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.53% | -0.07% | +3.04% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.46% | — | -0.03% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.46% | +0.10% | -0.24% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.45% | — | +0.82% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.41% | -1.51% | +1.45% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.36% | — | +2.96% | |
| 13 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 1.32% | — | -2.59% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.32% | -0.53% | -2.37% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.30% | -0.06% | +4.69% | |
| 16 | HD | Home Depot INC | 股票-周期性消费 | 1.26% | -0.12% | -0.85% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.21% | -0.12% | +4.74% | |
| 18 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.17% | — | +5.39% | |
| 19 | ABBV | Abbvie INC | 股票-医疗保健 | 1.05% | -0.21% | -1.05% | |
| 20 | MA | Mastercard INC - A | 股票-金融 | 1.05% | — | +1.15% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.02% | — | +6.22% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | +0.11% | +0.75% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.01% | — | -2.35% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.87% | -0.07% | -1.05% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.85% | -0.03% | +0.51% | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 0.78% | — | -1.71% | |
| 27 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.76% | — | -2.15% | |
| 28 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.76% | — | +14.02% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.76% | +0.23% | +13.47% | |
| 30 | NEE | Nextera Energy INC | 股票-公用事业 | 0.76% | -0.01% | +3.74% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.76% | -0.03% | -3.13% | |
| 32 | AVGO | Broadcom INC | 股票-科技 | 0.71% | -0.92% | +5.64% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.70% | -0.42% | -9.71% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.69% | — | +1.45% | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.67% | — | +5.92% | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.65% | — | +3.95% | |
| 37 | DHR | Danaher CORP | 股票-医疗保健 | 0.65% | — | +2.69% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.63% | — | +2.00% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.60% | +0.30% | -5.82% | |
| 40 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.59% | — | +2.95% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.58% | +0.19% | -0.17% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.57% | -0.01% | +7.81% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.55% | +0.14% | -5.28% | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.54% | — | -0.47% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.53% | — | +0.03% | |
| 46 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.52% | — | -0.55% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | -0.11% | +3.79% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.50% | +0.28% | +23.59% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.50% | — | -0.33% | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.49% | — | +3.94% |