CIK: 0000036270
申报总市值
US$292.2亿
仅显示前 200 大持股（共 1669 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% | +2.88% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.93% | +0.16% | -0.56% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.84% | -0.01% | -0.16% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.39% | +0.03% | -0.10% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.15% | -0.65% | +3.08% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.88% | -0.07% | +0.83% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.56% | +0.03% | +0.87% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.17% | -0.05% | +8.61% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.10% | — | +5.94% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.04% | -0.11% | +0.74% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.99% | -0.12% | -2.08% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.86% | -0.11% | +0.97% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.76% | -0.02% | -1.15% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.75% | -0.16% | +1.82% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.60% | -0.08% | -1.60% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.57% | -0.09% | +5.92% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.15% | -0.10% | -4.52% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.14% | — | +0.58% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.05% | +0.24% | -0.57% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | -0.03% | +7.20% | |
| 21 | MTB | M & T Bank CORP | 股票-金融 | 0.96% | -0.53% | +0.25% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.96% | — | -0.41% | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 0.91% | — | +0.74% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.87% | -0.09% | +7.16% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.86% | -0.10% | +2.68% | |
| 26 | TSPA | T Rowe Price US Eqy Research | ETF-其他 | 0.81% | -0.01% | +1.36% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.73% | -0.06% | +2.68% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 0.72% | — | +2.03% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | +0.31% | +1.94% | |
| 30 | JMTG | Mortgage-backed Securities | ETF-其他 | 0.69% | -0.11% | -7.28% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.64% | — | +0.10% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.64% | -0.21% | +2.58% | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.64% | — | +2.80% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.60% | -0.07% | +4.67% | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.59% | — | +2.36% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | — | -1.81% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.56% | — | -3.51% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.55% | -0.12% | +1.92% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.55% | +0.11% | +2.07% | |
| 40 | BLK | Blackrock INC | 股票-金融 | 0.51% | -0.04% | +0.90% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.50% | — | -0.08% | |
| 42 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.50% | — | -1.51% | |
| 43 | TSLA | Tesla INC | 股票-周期性消费 | 0.49% | -0.07% | +10.40% | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.49% | — | +0.69% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.47% | +0.21% | +1.88% | |
| 46 | MS | Morgan Stanley | 股票-金融 | 0.46% | — | +3.43% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +7.98% | |
| 48 | QCOM | Qualcomm INC | 股票-科技 | 0.45% | -0.11% | +1.97% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.43% | — | -0.28% | |
| 50 | CTVA | Corteva INC | 股票-原材料 | 0.40% | +0.12% | -2.90% |