CIK: 0000714562
申报总市值
US$2.9亿
仅显示前 200 大持股（共 378 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 | 20.09% | +1.01% | +2.79% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 10.54% | -0.20% | +3.42% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 4.39% | +0.90% | +3.52% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.56% | — | +0.81% | |
| 5 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.33% | -0.05% | +2.20% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.01% | -0.01% | -24.72% | |
| 7 | VFH | Vanguard Financials ETF | ETF-其他 | 1.91% | -0.07% | +4.14% | |
| 8 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.49% | -0.06% | +1.48% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.47% | +0.20% | -3.02% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.47% | -0.03% | +8.69% | |
| 11 | VOX | Vanguard Communication Servi | ETF-其他 | 1.38% | — | +6.23% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.36% | — | -6.35% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.33% | -0.05% | +20.11% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.29% | -0.28% | -7.03% | |
| 15 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.25% | -0.18% | -0.01% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.05% | -0.10% | +6.50% | |
| 17 | ABBV | Abbvie INC | 股票-医疗保健 | 0.99% | +0.02% | -0.20% | |
| 18 | LMT | Lockheed Martin CORP | 股票-工业 | 0.94% | -0.18% | -0.51% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | -0.03% | +0.12% | |
| 20 | HON | Honeywell International INC | 股票-工业 | 0.85% | -0.06% | EXIT | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.85% | +0.02% | +35.18% | |
| 22 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.82% | — | +1.00% | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.81% | — | +27.48% | |
| 24 | VDE | Vanguard Energy ETF | ETF-其他 | 0.80% | -0.11% | +5.18% | |
| 25 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.80% | — | +1.93% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.80% | — | +2.13% | |
| 27 | BP | Bp Plc-spons Adr | 股票-能源 | 0.79% | — | -19.85% | |
| 28 | WCN | Waste Connections INC | 股票-工业 | 0.79% | — | — | |
| 29 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.78% | — | +4.31% | |
| 30 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.77% | -0.01% | -0.73% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.72% | — | -3.00% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.71% | — | — | |
| 33 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.66% | — | +1.02% | |
| 34 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.65% | — | +3.22% | |
| 35 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.64% | — | +6.43% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.59% | — | -3.32% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.59% | — | +5.59% | |
| 38 | BA | Boeing Co/the | 股票-工业 | 0.59% | — | +2.91% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.58% | — | -1.30% | |
| 40 | LIN | Linde plc | 股票-原材料 | 0.56% | — | +0.43% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | +0.02% | — | |
| 42 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.52% | — | +1.90% | |
| 43 | PANW | Palo Alto Networks INC | 股票-科技 | 0.52% | +0.32% | +3.94% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.52% | — | -6.14% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | -0.11% | — | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.51% | — | +18.71% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | — | +6.17% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.49% | — | — | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.48% | — | +4.15% | |
| 50 | NEE | Nextera Energy INC | 股票-公用事业 | 0.46% | — | +2.48% |