CIK: 0001040197
申报总市值
US$177.2亿
仅显示前 200 大持股（共 939 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.49% | -0.44% | +7.30% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.16% | +0.14% | +10.19% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.00% | -0.52% | +5.22% | |
| 4 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 3.89% | — | +4.24% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.84% | — | -1.79% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.75% | +0.03% | +9.00% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.59% | — | +1.63% | |
| 8 | HD | Home Depot INC | 股票-周期性消费 | 1.50% | -0.05% | +0.83% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.44% | -0.12% | +68.62% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.39% | — | +12.43% | |
| 11 | ✓ | Alphabet Inc. | 股票-其他 | 1.35% | — | +1833.35% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.30% | -0.17% | +2010.52% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.29% | — | +3.22% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.21% | +0.15% | +6.58% | |
| 15 | ✓ | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 1.19% | — | +9.87% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.18% | — | +7.01% | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.17% | +0.19% | +19.29% | |
| 18 | ✓ | Invesco Qqq Trust | 股票-其他 | 1.16% | — | +7.43% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.13% | — | +8.70% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.13% | -0.08% | +24.44% | |
| 21 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.09% | -0.28% | +6.18% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.07% | -0.12% | -6.70% | |
| 23 | ✓ | iShares MSCI Emerging Markets ETF | ETF-新兴市场 | 0.95% | — | +7.20% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.88% | — | +1.66% | |
| 25 | ✓ | AbbVie Inc. | 股票-其他 | 0.84% | — | +11.24% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.82% | +0.07% | -0.80% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.77% | -0.08% | +8.69% | |
| 28 | PEP | Pepsico INC | 股票-非周期性消费 | 0.77% | — | +9.66% | |
| 29 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.75% | — | +10.77% | |
| 30 | QCOM | Qualcomm INC | 股票-科技 | 0.72% | -0.13% | +5.65% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.70% | — | +18.24% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.69% | -0.07% | -5.62% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.68% | -0.11% | +3.72% | |
| 34 | ✓ | Cisco Systems, Inc. | 股票-其他 | 0.64% | — | +9.76% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.08% | -17.00% | |
| 36 | NEE | Nextera Energy INC | 股票-公用事业 | 0.60% | — | +4.53% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.58% | — | +21.67% | |
| 38 | ✓ | EPAM Systems, Inc. | 股票-其他 | 0.58% | — | -8.54% | |
| 39 | RTX | Rtx CORP | 股票-工业 | 0.58% | — | +17.40% | |
| 40 | MA | Mastercard INC - A | 股票-金融 | 0.58% | — | -13.43% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.58% | — | +7.93% | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.57% | — | +6.44% | |
| 43 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.56% | — | +2.87% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.55% | +0.04% | +17.69% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.54% | — | +13.96% | |
| 46 | HON | Honeywell International INC | 股票-工业 | 0.54% | — | +0.73% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.53% | -0.15% | +8.45% | |
| 48 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.53% | — | +3.21% | |
| 49 | ✓ | Verizon Communications Inc. | 股票-其他 | 0.53% | — | +2.98% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | +0.25% | -0.98% |