CIK: 0000714562
申报总市值
US$2.9亿
仅显示前 200 大持股（共 440 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 | 15.77% | +1.01% | +2.35% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 11.79% | -0.20% | +0.70% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 5.06% | +0.90% | +0.02% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.62% | — | +1.67% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.19% | -0.05% | +6.02% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.34% | -0.01% | -1.74% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.05% | +0.20% | -10.22% | |
| 8 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.62% | -0.05% | -7.35% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.56% | +0.02% | +8.49% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.46% | -0.03% | +13.42% | |
| 11 | VFH | Vanguard Financials ETF | ETF-其他 | 1.36% | -0.07% | -1.51% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | — | -16.56% | |
| 13 | VOX | Vanguard Communication Servi | ETF-其他 | 1.21% | — | -0.10% | |
| 14 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.21% | -0.06% | +3.45% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.03% | -4.63% | |
| 16 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.13% | -0.01% | +6.36% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | -0.28% | -8.97% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 0.96% | +0.02% | -1.26% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.92% | — | -7.95% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.92% | — | -19.94% | |
| 21 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.89% | -0.18% | +0.21% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 0.85% | +0.09% | +900.00% | |
| 23 | WCN | Waste Connections INC | 股票-工业 | 0.83% | — | — | |
| 24 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.80% | — | — | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 0.78% | — | -2.07% | |
| 26 | LMT | Lockheed Martin CORP | 股票-工业 | 0.75% | -0.18% | -3.57% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.69% | +0.01% | — | |
| 28 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.69% | -0.03% | +7.93% | |
| 29 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.67% | — | -0.68% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.64% | +0.08% | -0.68% | |
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.63% | +0.11% | +6.41% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.62% | — | -0.10% | |
| 33 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.61% | — | -3.21% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | +0.02% | -0.76% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | — | +0.55% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.60% | — | — | |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.60% | +0.04% | — | |
| 38 | NEE | Nextera Energy INC | 股票-公用事业 | 0.59% | — | -4.51% | |
| 39 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.54% | +0.05% | -1.43% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.51% | — | +4.33% | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.50% | — | -1.05% | |
| 42 | PANW | Palo Alto Networks INC | 股票-科技 | 0.50% | +0.32% | -1.29% | |
| 43 | VDE | Vanguard Energy ETF | ETF-其他 | 0.50% | -0.11% | -8.18% | |
| 44 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.49% | — | -13.57% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.48% | -0.10% | -1.67% | |
| 46 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.47% | — | -2.86% | |
| 47 | LIN | Linde plc | 股票-原材料 | 0.47% | — | -6.96% | |
| 48 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.46% | — | +7.79% | |
| 49 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.46% | — | +1.22% | |
| 50 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.45% | — | +1.23% |