CIK: 0000035527
申报总市值
US$547.2亿
仅显示前 200 大持股（共 2675 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 | AAPL | Apple INC | 股票-科技 | 4.85% | -0.91% | -1.66% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.60% | -1.32% | +0.59% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.50% | -0.32% | -33.01% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.09% | -0.71% | +0.32% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.04% | -0.22% | +0.26% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.03% | -1.18% | +1905.14% | |
| 7 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.55% | — | +1.80% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.52% | — | +4.36% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.46% | +0.10% | -2.20% | |
| 10 | HD | Home Depot INC | 股票-周期性消费 | 1.46% | -0.12% | +0.23% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.41% | -0.07% | -11.28% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.37% | — | -0.76% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.28% | — | -3.74% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.25% | -0.53% | -1.91% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.24% | +0.11% | +0.92% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.23% | -0.12% | +5.54% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.18% | -0.06% | -13.53% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 1.14% | -0.21% | +0.16% | |
| 19 | MA | Mastercard INC - A | 股票-金融 | 1.08% | — | +0.81% | |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 1.05% | — | -2.06% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.00% | -0.03% | +4.74% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.99% | — | -2.43% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.97% | — | +1.20% | |
| 24 | NEE | Nextera Energy INC | 股票-公用事业 | 0.92% | -0.01% | +1.11% | |
| 25 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.87% | — | +2.03% | |
| 26 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.82% | — | +6.32% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.81% | -1.51% | +2.20% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.80% | +0.23% | -12.13% | |
| 29 | MS | Morgan Stanley | 股票-金融 | 0.78% | — | +0.58% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.75% | — | +0.12% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.75% | -0.07% | +1874.27% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.72% | -0.03% | -2.40% | |
| 33 | DHR | Danaher CORP | 股票-医疗保健 | 0.71% | — | -0.77% | |
| 34 | UNP | Union Pacific CORP | 股票-工业 | 0.70% | — | -1.09% | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.70% | — | -0.20% | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.68% | — | -0.44% | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.68% | -0.92% | +3.23% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | +0.26% | +19.24% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.68% | +0.06% | +34.87% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.60% | — | +7.60% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.58% | — | +5.35% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.58% | — | +27.85% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | -0.11% | +8.67% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.56% | +0.30% | -7.41% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.55% | — | +33.23% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.55% | — | -0.30% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.55% | — | +1.60% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.55% | +0.19% | +2.40% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.54% | +0.14% | -4.36% | |
| 50 | HON | Honeywell International INC | 股票-工业 | 0.53% | — | -0.57% |