CIK: 0000035527
申报总市值
US$547.2亿
仅显示前 200 大持股（共 2450 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 | NVDA | Nvidia CORP | 股票-科技 | 5.03% | -1.51% | +857.86% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.98% | -0.91% | +0.79% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.89% | -1.32% | +0.84% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.60% | -0.32% | -2.55% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.77% | -1.18% | +0.83% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.72% | -0.71% | +2.48% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.36% | — | +1.87% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 1.81% | -0.92% | -0.46% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.73% | -0.53% | -0.59% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.54% | +1.71% | +7.65% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.50% | — | -3.52% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.49% | -0.22% | +0.23% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.34% | -0.42% | +7.35% | |
| 14 | HD | Home Depot INC | 股票-周期性消费 | 1.23% | -0.12% | +0.30% | |
| 15 | MA | Mastercard INC - A | 股票-金融 | 1.20% | — | -0.36% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.18% | +0.10% | -3.34% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.13% | -0.07% | -4.69% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 1.06% | -0.21% | -1.49% | |
| 19 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.06% | — | -5.58% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.94% | — | +11.42% | |
| 21 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.91% | — | -3.17% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.90% | -0.07% | -1.88% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | +0.26% | +24.59% | |
| 24 | PANW | Palo Alto Networks INC | 股票-科技 | 0.88% | — | +7.02% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.84% | — | -0.12% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.80% | -0.06% | -6.42% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.75% | +0.01% | -0.55% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | -0.11% | +2.10% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.73% | -0.12% | -0.79% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.70% | — | -1.63% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | +0.11% | -5.27% | |
| 32 | WMT | Walmart INC | 股票-非周期性消费 | 0.66% | — | -0.08% | |
| 33 | CAT | Caterpillar INC | 股票-工业 | 0.65% | -0.15% | +2.11% | |
| 34 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.63% | — | -0.44% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.61% | +0.19% | -5.32% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.60% | -0.03% | -2.88% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.59% | -0.03% | +0.59% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.59% | +0.23% | -1.06% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.58% | — | +3.39% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.58% | — | -7.22% | |
| 41 | NEE | Nextera Energy INC | 股票-公用事业 | 0.57% | -0.01% | +1.46% | |
| 42 | MS | Morgan Stanley | 股票-金融 | 0.56% | — | -5.32% | |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.56% | — | -4.98% | |
| 44 | AMAT | Applied Materials INC | 股票-科技 | 0.54% | +0.01% | +1.08% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.54% | — | -9.79% | |
| 46 | UNP | Union Pacific CORP | 股票-工业 | 0.54% | — | +3.19% | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.52% | — | +0.27% | |
| 48 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.51% | — | +1.37% | |
| 49 | DHR | Danaher CORP | 股票-医疗保健 | 0.50% | — | +1.70% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.49% | +0.30% | -4.01% |