CIK: 0000714562
申报总市值
US$2.9亿
仅显示前 200 大持股（共 399 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 | 16.39% | +1.01% | +1.09% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 11.90% | -0.20% | +1.27% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 5.35% | +0.90% | +2.21% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.56% | — | +2.74% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.13% | -0.05% | +11.29% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.44% | -0.01% | -0.85% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.88% | +0.02% | +21.86% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.75% | -0.03% | +23.16% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.62% | +0.20% | -7.27% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.47% | -0.05% | +3.63% | |
| 11 | VFH | Vanguard Financials ETF | ETF-其他 | 1.46% | -0.07% | +2.84% | |
| 12 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.34% | -0.06% | +2.98% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.33% | -0.03% | +3.17% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.29% | — | -3.02% | |
| 15 | VOX | Vanguard Communication Servi | ETF-其他 | 1.28% | — | +1.12% | |
| 16 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.12% | -0.01% | +3.72% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 1.12% | +0.09% | — | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | -0.28% | -0.23% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.90% | — | +4.08% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.89% | — | -2.44% | |
| 21 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.88% | -0.18% | +1.19% | |
| 22 | ABBV | Abbvie INC | 股票-医疗保健 | 0.83% | +0.02% | -1.27% | |
| 23 | WCN | Waste Connections INC | 股票-工业 | 0.78% | — | — | |
| 24 | HD | Home Depot INC | 股票-周期性消费 | 0.75% | — | +3.34% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.70% | +0.11% | +8.02% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | +0.08% | -2.50% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.69% | +0.01% | — | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | — | +0.04% | |
| 29 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.68% | -0.03% | +10.03% | |
| 30 | LMT | Lockheed Martin CORP | 股票-工业 | 0.65% | -0.18% | +7.85% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.62% | +0.02% | — | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.62% | +0.04% | — | |
| 33 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.61% | — | +6.40% | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.59% | — | -3.13% | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.58% | — | +0.69% | |
| 36 | PANW | Palo Alto Networks INC | 股票-科技 | 0.53% | +0.32% | +103.20% | |
| 37 | WMT | Walmart INC | 股票-非周期性消费 | 0.52% | — | -20.10% | |
| 38 | NEE | Nextera Energy INC | 股票-公用事业 | 0.52% | — | +6.96% | |
| 39 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.50% | — | +0.14% | |
| 40 | VDE | Vanguard Energy ETF | ETF-其他 | 0.50% | -0.11% | +2.95% | |
| 41 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.50% | — | -38.22% | |
| 42 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.48% | — | +3.20% | |
| 43 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.48% | — | +8.43% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.48% | — | +19.41% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.47% | +0.05% | +3.52% | |
| 46 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.46% | — | -2.70% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.46% | -0.11% | — | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.45% | -0.10% | -1.61% | |
| 49 | PYPL | Paypal Holdings INC | 股票-金融 | 0.45% | — | +0.04% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.45% | — | -0.85% |