CIK: 0000714562
申报总市值
US$2.9亿
仅显示前 200 大持股（共 315 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 | 14.19% | +1.01% | -1.14% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 13.13% | -0.20% | +7.56% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 6.87% | +0.90% | +7.39% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.93% | — | -2.72% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.55% | -0.05% | +1.43% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.29% | -0.03% | +2.97% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.94% | +0.02% | +3.82% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.94% | -0.01% | -0.29% | |
| 9 | VFH | Vanguard Financials ETF | ETF-其他 | 1.70% | -0.07% | -0.54% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.66% | +0.20% | +4.95% | |
| 11 | VOX | Vanguard Communication Servi | ETF-其他 | 1.64% | — | +1.15% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.45% | -0.03% | -4.85% | |
| 13 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.44% | -0.06% | +3.64% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.42% | — | -0.05% | |
| 15 | AVGO | Broadcom INC | 股票-科技 | 1.27% | +0.09% | — | |
| 16 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.24% | -0.01% | +0.49% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.13% | -0.05% | -6.89% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.06% | — | +12.96% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.05% | — | -2.75% | |
| 20 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.99% | -0.18% | -3.65% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | -0.28% | -4.53% | |
| 22 | WCN | Waste Connections INC | 股票-工业 | 0.81% | — | — | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.81% | — | -3.45% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 0.79% | +0.02% | -0.31% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.76% | +0.11% | -2.42% | |
| 26 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.74% | -0.03% | +6.19% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 0.72% | — | -0.39% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | — | -2.96% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.70% | +0.01% | — | |
| 30 | LMT | Lockheed Martin CORP | 股票-工业 | 0.64% | -0.18% | -4.28% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.64% | +0.04% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | +0.08% | — | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.62% | +0.02% | +0.68% | |
| 34 | PANW | Palo Alto Networks INC | 股票-科技 | 0.60% | +0.32% | -2.12% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | — | +2.46% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.53% | — | -1.99% | |
| 37 | NEE | Nextera Energy INC | 股票-公用事业 | 0.51% | — | -5.20% | |
| 38 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.48% | — | -3.72% | |
| 39 | ICE | Intercontinental Exchange In | 股票-金融 | 0.48% | -0.11% | +16.23% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.47% | — | -3.44% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.46% | — | -7.56% | |
| 42 | PYPL | Paypal Holdings INC | 股票-金融 | 0.46% | — | +13.47% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.45% | -0.10% | — | |
| 44 | LIN | Linde plc | 股票-原材料 | 0.45% | — | -9.15% | |
| 45 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.45% | — | -3.76% | |
| 46 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 0.44% | — | +30.61% | |
| 47 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.44% | — | +9.61% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.44% | -0.11% | — | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.43% | — | -6.17% | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.41% | — | -1.51% |