CIK: 0000036270
申报总市值
US$292.2亿
仅显示前 200 大持股（共 1503 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 | 4.17% | -0.15% | -7.03% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.87% | +0.16% | -1.13% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.33% | -0.01% | -8.07% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.14% | +0.03% | -8.82% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.00% | -0.65% | -7.18% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.79% | -0.07% | +0.82% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.61% | +0.03% | +2.24% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.09% | -0.12% | -11.92% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.94% | — | -10.16% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.72% | -0.11% | -5.87% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.71% | -0.02% | -15.06% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.59% | -0.09% | -8.14% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.53% | -0.08% | -2.61% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.46% | -0.05% | -4.53% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.24% | -0.11% | -5.15% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.12% | — | -0.13% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.08% | -0.10% | -0.79% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 1.06% | -0.16% | -4.31% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.00% | +0.24% | -3.22% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.99% | -0.09% | -10.98% | |
| 21 | MTB | M & T Bank CORP | 股票-金融 | 0.97% | -0.53% | -0.12% | |
| 22 | BND | Vanguard Total Bond Market | ETF-其他 | 0.91% | — | +5.59% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.88% | — | -6.10% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.84% | — | -2.44% | |
| 25 | MA | Mastercard INC - A | 股票-金融 | 0.82% | -0.06% | -4.78% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 0.82% | — | -3.46% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.81% | +0.31% | -6.12% | |
| 28 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.74% | -0.10% | -5.43% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.72% | — | -3.59% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.71% | +0.11% | -7.13% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.69% | -0.21% | +2.71% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.65% | — | -6.98% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.65% | — | -2.80% | |
| 34 | TSPA | T Rowe Price US Eqy Research | ETF-其他 | 0.63% | -0.01% | +1484.45% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.62% | +0.21% | -3.87% | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.61% | — | -5.50% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.61% | -0.03% | -3.78% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.60% | — | -4.71% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.60% | — | -3.05% | |
| 40 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.58% | — | +0.37% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | — | — | |
| 42 | BLK | Blackrock INC | 股票-金融 | 0.54% | -0.04% | -4.47% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.53% | -0.07% | -3.75% | |
| 44 | QCOM | Qualcomm INC | 股票-科技 | 0.49% | -0.11% | -2.21% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.46% | -0.12% | -3.57% | |
| 46 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.45% | — | -3.10% | |
| 47 | CTVA | Corteva INC | 股票-原材料 | 0.45% | +0.12% | -3.88% | |
| 48 | COP | Conocophillips | 股票-能源 | 0.45% | +0.15% | -3.18% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.44% | -0.05% | -6.12% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.44% | — | -1.91% |