CIK: 0000036270
申报总市值
US$292.2亿
仅显示前 200 大持股（共 1547 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.00% | -0.01% | +9.13% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.82% | — | +2.21% | |
| 3 | DUK | Du Pont E I De Nemour&Co | 股票-公用事业 | 2.64% | — | -1.63% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.06% | -0.08% | -6.21% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 1.98% | +0.31% | -2.59% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.95% | — | +13.48% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.95% | +0.24% | -3.07% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.74% | -0.02% | +17.24% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.68% | +0.03% | +4.23% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.67% | — | -2.00% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.64% | +0.16% | +41.17% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.63% | -0.15% | +1.98% | |
| 13 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.22% | — | -6.23% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | -0.11% | -0.52% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.16% | -0.07% | -0.94% | |
| 16 | MTB | M & T Bank CORP | 股票-金融 | 1.15% | -0.53% | +0.25% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.11% | -0.10% | -9.06% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | -0.65% | -6.46% | |
| 19 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.07% | — | -3.60% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.06% | +0.03% | +53.60% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.04% | — | -0.79% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.99% | — | -0.76% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 0.88% | — | -1.67% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.88% | +0.21% | -0.65% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.82% | — | +2.10% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.81% | — | -2.83% | |
| 27 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.80% | — | -10.44% | |
| 28 | T | At&t INC | 股票-通信服务 | 0.79% | +0.08% | +4.70% | |
| 29 | PFE | Pfizer INC | 股票-医疗保健 | 0.79% | — | -2.15% | |
| 30 | PM | Philip Morris International | 股票-非周期性消费 | 0.76% | — | -0.97% | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.75% | — | +2.55% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.73% | — | +0.09% | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.69% | — | -4.34% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.66% | — | -3.07% | |
| 35 | MMM | 3m Co | 股票-工业 | 0.62% | — | -2.75% | |
| 36 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.60% | — | +3.78% | |
| 37 | MO | Altria Group INC | 股票-非周期性消费 | 0.59% | — | +0.86% | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 0.56% | — | +41.11% | |
| 39 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.55% | — | -1.74% | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.55% | — | +1.80% | |
| 41 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.54% | — | +42.58% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.53% | — | -0.54% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.51% | — | -14.45% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | -0.11% | +5.28% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.48% | — | -2.71% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.47% | — | -2.14% | |
| 47 | UTXZ | United Tech CORP | 股票-其他 | 0.46% | — | -1.29% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.45% | — | -8.26% | |
| 49 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.45% | — | +2.87% | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.44% | — | +0.05% |