CIK: 0000035527
申报总市值
US$547.2亿
仅显示前 200 大持股（共 2490 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 | 5.06% | -0.91% | -2.23% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.60% | -1.32% | -0.62% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.80% | -0.32% | -1.11% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.51% | -1.51% | -0.83% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.36% | -1.18% | -0.99% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.30% | -0.71% | +0.51% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.07% | — | +2.59% | |
| 8 | GVI | Ishares Intermediate Governm | ETF-其他 | 1.83% | — | +131.27% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.65% | -0.53% | -0.47% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.55% | — | +0.10% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.50% | -0.22% | -6.30% | |
| 12 | HD | Home Depot INC | 股票-周期性消费 | 1.40% | -0.12% | -2.16% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.40% | -0.92% | +1.13% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.36% | — | +1.13% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.29% | -0.07% | -2.77% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.23% | +0.10% | -6.16% | |
| 17 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.14% | — | -0.97% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 1.08% | -0.21% | -1.81% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.99% | -0.06% | -5.10% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.97% | +1.71% | +6.95% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.94% | -0.42% | +6.22% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.88% | +0.11% | -3.21% | |
| 23 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.84% | — | -28.68% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.82% | -0.12% | -23.80% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.81% | -0.07% | -1.91% | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.80% | — | -1.82% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.77% | — | -7.73% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.77% | — | -13.55% | |
| 29 | PANW | Palo Alto Networks INC | 股票-科技 | 0.76% | — | +3.28% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.76% | — | -2.40% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.75% | +0.17% | +138.42% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | +0.26% | +2.05% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | -0.11% | +3.11% | |
| 34 | MS | Morgan Stanley | 股票-金融 | 0.70% | — | -3.86% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.70% | -0.03% | -7.22% | |
| 36 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.68% | — | -5.75% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.64% | +0.23% | -1.20% | |
| 38 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | +0.01% | +2.58% | |
| 39 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.63% | — | -3.80% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | +0.19% | -3.01% | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.61% | -0.15% | +2.82% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 0.59% | — | -1.03% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.58% | — | +2.25% | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.58% | — | +7.21% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.56% | +0.30% | -7.59% | |
| 46 | NEE | Nextera Energy INC | 股票-公用事业 | 0.54% | -0.01% | -4.23% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.54% | -0.03% | -3.79% | |
| 48 | HON | Honeywell International INC | 股票-工业 | 0.54% | — | -2.54% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.52% | — | -2.94% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.52% | — | -3.79% |