CIK: 0000769963
申报总市值
US$15.3亿
仅显示前 200 大持股（共 957 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 | AAPL | Apple INC | 股票-科技 | 3.75% | -0.26% | -17.09% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.74% | -0.49% | -12.32% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.33% | -0.40% | -2.77% | |
| 4 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.94% | — | -3.61% | |
| 5 | GVI | Ishares Intermediate Governm | ETF-其他 | 2.89% | +0.10% | -3.97% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.55% | — | -16.65% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.50% | -0.24% | +0.75% | |
| 8 | CTVA | Corteva INC | 股票-原材料 | 2.12% | — | +0.30% | |
| 9 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 2.09% | — | -1.18% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 2.01% | -0.11% | +8.56% | |
| 11 | PFE | Pfizer INC | 股票-医疗保健 | 2.00% | — | -2.86% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.91% | -0.27% | +81.82% | |
| 13 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.79% | — | +1.10% | |
| 14 | PEP | Pepsico INC | 股票-非周期性消费 | 1.77% | +0.11% | +8.31% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.71% | +0.75% | +6.08% | |
| 16 | MO | Altria Group INC | 股票-非周期性消费 | 1.56% | — | -24.33% | |
| 17 | ALL | Allstate CORP | 股票-金融 | 1.53% | — | -3.05% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.50% | -0.14% | -1.88% | |
| 19 | CAT | Caterpillar INC | 股票-工业 | 1.49% | +0.17% | -0.17% | |
| 20 | MET | Metlife INC | 股票-金融 | 1.49% | — | -1.59% | |
| 21 | MS | Morgan Stanley | 股票-金融 | 1.43% | -0.12% | -0.26% | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.42% | — | +17.89% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.36% | — | +143.21% | |
| 24 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.32% | — | -2.48% | |
| 25 | DTE | Dte Energy Company | 股票-公用事业 | 1.29% | — | -0.47% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.25% | +0.42% | +19.95% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.20% | +0.17% | +4.42% | |
| 28 | MA | Mastercard INC - A | 股票-金融 | 1.18% | — | +135.67% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 1.14% | -0.62% | +2201.40% | |
| 30 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.14% | — | -33.89% | |
| 31 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.12% | -0.15% | +20.29% | |
| 32 | T | At&t INC | 股票-通信服务 | 1.11% | — | -3.78% | |
| 33 | BAX | Baxter International INC | 股票-医疗保健 | 1.09% | — | +0.31% | |
| 34 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.09% | — | +7.55% | |
| 35 | RTX | Rtx CORP | 股票-工业 | 1.08% | — | -0.85% | |
| 36 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.08% | — | +0.35% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.08% | -0.22% | -8.50% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.07% | — | +4.40% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.02% | +0.07% | +1.63% | |
| 40 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | 0.96% | — | +0.84% | |
| 41 | SYK | Stryker CORP | 股票-医疗保健 | 0.94% | — | +28036.63% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.93% | — | +0.29% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.90% | +0.13% | +49.75% | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.84% | — | +17.15% | |
| 45 | PM | Philip Morris International | 股票-非周期性消费 | 0.83% | — | -1.97% | |
| 46 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.83% | — | +9.82% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.82% | +0.10% | -3.86% | |
| 48 | ED | Consolidated Edison INC | 股票-公用事业 | 0.81% | — | +0.71% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.79% | -0.22% | +35.37% | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.78% | -0.16% | +5.51% |