CIK: 0000769963
申报总市值
US$15.3亿
仅显示前 200 大持股（共 468 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.24% | — | +17.10% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.93% | -0.40% | -0.38% | |
| 3 | AVGO | Broadcom INC | 股票-科技 | 3.83% | -0.62% | +5.47% | |
| 4 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 3.55% | -0.15% | +20.57% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.48% | -0.27% | +18.53% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.03% | -0.49% | -1.09% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.77% | +0.42% | -15.54% | |
| 8 | GVI | Ishares Intermediate Governm | ETF-其他 | 2.66% | +0.10% | -5.73% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.35% | -0.26% | +0.09% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.27% | -0.24% | +4.46% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.19% | -0.22% | +1.29% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 2.17% | — | +15.78% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 2.04% | -0.16% | +3.34% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.83% | +0.75% | -4.54% | |
| 15 | PM | Philip Morris International | 股票-非周期性消费 | 1.65% | — | +0.88% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.62% | +0.13% | +35.94% | |
| 17 | HON | Honeywell International INC | 股票-工业 | 1.61% | +0.26% | +2.31% | |
| 18 | ICE | Intercontinental Exchange In | 股票-金融 | 1.49% | — | -0.40% | |
| 19 | NEE | Nextera Energy INC | 股票-公用事业 | 1.30% | +0.22% | +82.67% | |
| 20 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.20% | — | +8.42% | |
| 21 | INTU | Intuit INC | 股票-科技 | 1.20% | -0.43% | -1.87% | |
| 22 | ABBV | Abbvie INC | 股票-医疗保健 | 1.18% | — | +3.55% | |
| 23 | GS | Goldman Sachs Group INC | 股票-金融 | 1.10% | -0.16% | +3.06% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.05% | +0.07% | +2.60% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 1.00% | -0.12% | +2.99% | |
| 26 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.99% | +0.20% | +3.14% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.93% | -0.14% | +2.17% | |
| 28 | SYK | Stryker CORP | 股票-医疗保健 | 0.92% | — | +2.10% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.88% | +0.11% | -1.20% | |
| 30 | APH | Amphenol Corp-cl A | 股票-科技 | 0.87% | — | -5.36% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.87% | -0.11% | -2.92% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.86% | -0.39% | +41.55% | |
| 33 | UNP | Union Pacific CORP | 股票-工业 | 0.85% | — | +0.40% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | — | -1.74% | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.81% | — | +4.61% | |
| 36 | RRC | Range Resources CORP | 股票-能源 | 0.81% | +0.19% | +2.29% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.80% | — | +4.68% | |
| 38 | DTE | Dte Energy Company | 股票-公用事业 | 0.79% | — | -26.65% | |
| 39 | CCK | Crown Holdings INC | 股票-周期性消费 | 0.76% | — | +2.91% | |
| 40 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.75% | +0.25% | +5.12% | |
| 41 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.73% | — | +3.71% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.71% | +0.10% | +12.53% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.70% | +0.09% | +3.18% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.70% | +0.10% | +14.65% | |
| 45 | CME | Cme Group INC | 股票-金融 | 0.70% | — | +2.62% | |
| 46 | GD | General Dynamics CORP | 股票-工业 | 0.66% | — | +1.76% | |
| 47 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.65% | +0.09% | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.61% | — | +6.68% | |
| 49 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.60% | — | -3.24% | |
| 50 | CAT | Caterpillar INC | 股票-工业 | 0.60% | +0.17% | +1.39% |