CIK: 0000714562
申报总市值
US$2.9亿
仅显示前 200 大持股（共 379 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 | THFF | First Financial CORP | 股票-其他 | 20.98% | +1.01% | -3.43% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 10.43% | -0.20% | +6.84% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 4.47% | +0.90% | +4.47% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.11% | -0.01% | +0.30% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.70% | — | +0.90% | |
| 6 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.25% | -0.05% | +3.68% | |
| 7 | VFH | Vanguard Financials ETF | ETF-其他 | 1.81% | -0.07% | +5.65% | |
| 8 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.72% | -0.06% | +2.71% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.47% | +0.20% | +0.51% | |
| 10 | VOX | Vanguard Communication Servi | ETF-其他 | 1.43% | — | +3.73% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.36% | -0.03% | +18.80% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.32% | — | -0.46% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.21% | -0.28% | -0.36% | |
| 14 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.21% | -0.18% | +1.74% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.05% | -0.05% | +47.36% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.96% | -0.10% | +10.96% | |
| 17 | ABBV | Abbvie INC | 股票-医疗保健 | 0.90% | +0.02% | -0.68% | |
| 18 | BP | Bp Plc-spons Adr | 股票-能源 | 0.89% | — | +0.15% | |
| 19 | WCN | Waste Connections INC | 股票-工业 | 0.89% | — | — | |
| 20 | LMT | Lockheed Martin CORP | 股票-工业 | 0.82% | -0.18% | +1.41% | |
| 21 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.79% | — | +1.57% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | -0.03% | +5.81% | |
| 23 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.75% | — | +3.20% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | — | +2.09% | |
| 25 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.73% | -0.01% | +3.88% | |
| 26 | HON | Honeywell International INC | 股票-工业 | 0.72% | -0.06% | EXIT | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 0.71% | — | -0.23% | |
| 28 | VDE | Vanguard Energy ETF | ETF-其他 | 0.70% | -0.11% | +4.01% | |
| 29 | PANW | Palo Alto Networks INC | 股票-科技 | 0.65% | +0.32% | +205.92% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.64% | +0.02% | +24.16% | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.61% | — | +21.90% | |
| 32 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.61% | — | +1.00% | |
| 33 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.60% | — | — | |
| 34 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.60% | — | +5.13% | |
| 35 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.59% | — | +6.48% | |
| 36 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.59% | — | +1.94% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.59% | +0.02% | -0.21% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.58% | — | — | |
| 39 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.58% | — | +3.86% | |
| 40 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | — | -1.22% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.55% | -0.11% | — | |
| 42 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.53% | — | +0.40% | |
| 43 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.52% | — | +3.70% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.52% | — | +15.76% | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.51% | — | +4.14% | |
| 46 | LIN | Linde plc | 股票-原材料 | 0.50% | — | +1.61% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.49% | — | +1.40% | |
| 48 | DUK | Duke Energy CORP | 股票-公用事业 | 0.47% | — | -1.20% | |
| 49 | NEE | Nextera Energy INC | 股票-公用事业 | 0.46% | — | +2.38% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.46% | — | +7.63% |