CIK: 0000714562
申报总市值
US$2.9亿
仅显示前 200 大持股（共 343 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 | 14.05% | +1.01% | -22.10% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 11.95% | -0.20% | +1.48% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 5.67% | +0.90% | +16.98% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.38% | -0.05% | -2.23% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.30% | — | +0.37% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.28% | -0.01% | +1.48% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.23% | -0.03% | +25.02% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.89% | +0.02% | +5.06% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.81% | +0.20% | +0.91% | |
| 10 | VFH | Vanguard Financials ETF | ETF-其他 | 1.74% | -0.07% | +13.03% | |
| 11 | VOX | Vanguard Communication Servi | ETF-其他 | 1.52% | — | +19.89% | |
| 12 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.40% | -0.05% | -11.91% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.39% | -0.03% | -1.43% | |
| 14 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.35% | -0.06% | +12.15% | |
| 15 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.18% | -0.01% | +4.74% | |
| 16 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.08% | -0.18% | +1.62% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.07% | -0.28% | +1.73% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.06% | — | -2.26% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.97% | — | +2.29% | |
| 20 | ABBV | Abbvie INC | 股票-医疗保健 | 0.97% | +0.02% | -5.05% | |
| 21 | WCN | Waste Connections INC | 股票-工业 | 0.92% | — | — | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.91% | — | -0.18% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.88% | — | +69.41% | |
| 24 | AVGO | Broadcom INC | 股票-科技 | 0.83% | +0.09% | -0.48% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | — | +0.43% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 0.78% | — | +5.81% | |
| 27 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.76% | -0.03% | +4.92% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.72% | +0.11% | +8.67% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工业 | 0.70% | -0.18% | +12.48% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.68% | +0.01% | — | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | +0.08% | +0.25% | |
| 32 | NEE | Nextera Energy INC | 股票-公用事业 | 0.59% | — | +10.56% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.58% | +0.04% | — | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.56% | +0.02% | -5.15% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.56% | — | -1.52% | |
| 36 | PANW | Palo Alto Networks INC | 股票-科技 | 0.56% | +0.32% | +8.60% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.55% | — | +11.18% | |
| 38 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.54% | — | +7.06% | |
| 39 | LIN | Linde plc | 股票-原材料 | 0.53% | — | +14.82% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.52% | — | -0.90% | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.52% | — | -5.93% | |
| 42 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.51% | — | +19.24% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.50% | — | -2.25% | |
| 44 | VDE | Vanguard Energy ETF | ETF-其他 | 0.49% | -0.11% | -11.73% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.47% | -0.10% | -1.14% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.47% | — | -1.24% | |
| 47 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.47% | — | -9.43% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.47% | -0.12% | -0.12% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.46% | — | -2.21% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | — | +25.79% |