CIK: 0000035527
申报总市值
US$547.2亿
仅显示前 200 大持股（共 2535 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 | 5.22% | -0.91% | -0.34% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.63% | -1.51% | -1.55% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.46% | -1.32% | -0.54% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.51% | -0.32% | -2.85% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.52% | -0.71% | +1.03% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.41% | -1.18% | +0.63% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.37% | — | +1.02% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 1.84% | -0.92% | +896.16% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.71% | -0.53% | -0.02% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.47% | -0.42% | +1.82% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.46% | -0.22% | -2.06% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.45% | +1.71% | +1.71% | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 1.39% | -0.12% | +0.73% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.37% | — | -8.84% | |
| 15 | MA | Mastercard INC - A | 股票-金融 | 1.27% | — | -0.15% | |
| 16 | ABBV | Abbvie INC | 股票-医疗保健 | 1.16% | -0.21% | -0.18% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.15% | +0.10% | -2.56% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.14% | -0.07% | -1.05% | |
| 19 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.06% | — | -0.13% | |
| 20 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.00% | — | +0.78% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.99% | — | +2.70% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.87% | -0.06% | +4.62% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | +0.26% | +0.24% | |
| 24 | PANW | Palo Alto Networks INC | 股票-科技 | 0.85% | — | +1.04% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | -0.11% | +3.96% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.80% | — | +0.41% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.77% | -0.07% | -1.57% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.76% | +0.01% | +1.46% | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.74% | — | -0.65% | |
| 30 | CAT | Caterpillar INC | 股票-工业 | 0.73% | -0.15% | +1.08% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.72% | — | +7.89% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.72% | -0.12% | -3.73% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.70% | — | -2.26% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | +0.11% | -3.68% | |
| 35 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.67% | — | +0.13% | |
| 36 | NEE | Nextera Energy INC | 股票-公用事业 | 0.64% | -0.01% | -0.70% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.63% | — | -1.76% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.60% | — | -2.27% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.59% | -0.03% | -3.45% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.59% | -0.03% | -3.05% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.58% | +0.19% | -1.96% | |
| 42 | MS | Morgan Stanley | 股票-金融 | 0.57% | — | -0.76% | |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.55% | — | -2.70% | |
| 44 | UNP | Union Pacific CORP | 股票-工业 | 0.55% | — | -2.09% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.53% | — | -0.63% | |
| 46 | DHR | Danaher CORP | 股票-医疗保健 | 0.53% | — | +0.45% | |
| 47 | LIN | Linde plc | 股票-原材料 | 0.50% | — | +1.36% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.49% | +0.23% | -6.41% | |
| 49 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.48% | — | -3.04% | |
| 50 | PNC | Pnc Financial Services Group | 股票-金融 | 0.47% | — | +4.34% |