CIK: 0000035527
申报总市值
US$547.2亿
仅显示前 200 大持股（共 2659 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 | 5.97% | -1.51% | -2.45% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.90% | -0.91% | -0.81% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.77% | -1.32% | -1.41% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.69% | -0.32% | +2.27% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.06% | -1.18% | -0.61% | |
| 6 | AVGO | Broadcom INC | 股票-科技 | 3.04% | -0.92% | -2.29% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.78% | -0.71% | +1.31% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.73% | — | -4.47% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.29% | -0.53% | -0.06% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.83% | -0.42% | +1.22% | |
| 11 | MA | Mastercard INC - A | 股票-金融 | 1.27% | — | -1.04% | |
| 12 | HD | Home Depot INC | 股票-周期性消费 | 1.22% | -0.12% | +0.12% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.14% | — | -3.35% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.13% | +1.71% | +0.22% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.12% | — | +2.02% | |
| 16 | ABBV | Abbvie INC | 股票-医疗保健 | 1.10% | -0.21% | +1.66% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.08% | -0.22% | -0.69% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.02% | +0.10% | +11.23% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.98% | -0.12% | +7.54% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.98% | -0.07% | -0.15% | |
| 21 | PANW | Palo Alto Networks INC | 股票-科技 | 0.94% | — | +4.14% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.92% | -0.07% | -0.42% | |
| 23 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.91% | — | -8.56% | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.86% | — | +3.79% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | -0.11% | +0.21% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.83% | — | +0.86% | |
| 27 | WMT | Walmart INC | 股票-非周期性消费 | 0.79% | — | -1.50% | |
| 28 | MS | Morgan Stanley | 股票-金融 | 0.78% | — | +1.21% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.77% | -0.06% | +1.59% | |
| 30 | CAT | Caterpillar INC | 股票-工业 | 0.76% | -0.15% | -0.16% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | +0.26% | -0.80% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.68% | +0.01% | -1.25% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.67% | +0.11% | +7.00% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.64% | — | -1.53% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.61% | +0.10% | +7.38% | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.59% | -0.07% | -2.39% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.59% | -0.03% | +2.43% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.59% | +0.19% | -1.45% | |
| 39 | ETN | Eaton Corporation plc | 股票-工业 | 0.58% | — | +5.06% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.56% | — | -0.80% | |
| 41 | GS | Goldman Sachs Group INC | 股票-金融 | 0.54% | — | +3.45% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.53% | — | +0.13% | |
| 43 | GJB | Steelcase Inc-cl A | 股票-其他 | 0.53% | — | +152.36% | |
| 44 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.51% | — | +2.00% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.48% | -0.03% | -1.35% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.47% | -0.01% | +3.11% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | +0.06% | +0.94% | |
| 48 | PNC | Pnc Financial Services Group | 股票-金融 | 0.46% | — | -0.63% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.45% | — | -2.40% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.44% | +0.14% | -3.61% |