CIK: 0001040197
申报总市值
US$177.2亿
仅显示前 200 大持股（共 1120 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 | 7.92% | -0.44% | +3.08% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.94% | -0.52% | +0.56% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.83% | +0.14% | -1.51% | |
| 4 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 3.79% | — | +1.85% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.38% | +0.03% | +6.60% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.80% | — | +5.11% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.66% | -0.08% | +5.06% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.64% | — | +2.02% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.56% | +0.07% | +5.79% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.46% | — | +1.91% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.43% | -0.12% | +0.08% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.35% | — | -2.07% | |
| 13 | ✓ | Invesco Qqq Trust | 股票-其他 | 1.22% | — | +2.96% | |
| 14 | ✓ | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 1.17% | — | -0.42% | |
| 15 | ✓ | Alphabet Inc. | 股票-其他 | 1.10% | — | +0.05% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.09% | -0.17% | +1.81% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.08% | +0.15% | -2.81% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.04% | +0.04% | +11.35% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.99% | — | -2.49% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | -0.12% | +0.23% | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 0.94% | -0.15% | -0.62% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.94% | — | +8.13% | |
| 23 | HD | Home Depot INC | 股票-周期性消费 | 0.93% | -0.05% | +1.69% | |
| 24 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.89% | -0.28% | +5.46% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.87% | -0.08% | +0.30% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | +0.01% | +3.53% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.85% | +0.19% | -8.21% | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.79% | — | -2.44% | |
| 29 | ✓ | iShares MSCI Emerging Markets ETF | ETF-新兴市场 | 0.77% | — | -0.69% | |
| 30 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.76% | — | +7.46% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.75% | -0.11% | +5.07% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | -0.08% | +3.66% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.73% | -0.07% | +2.28% | |
| 34 | ✓ | AbbVie Inc. | 股票-其他 | 0.71% | — | +0.64% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.68% | +0.13% | +11.80% | |
| 36 | ✓ | Cisco Systems, Inc. | 股票-其他 | 0.65% | — | +7.97% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.64% | +0.07% | +3.46% | |
| 38 | QCOM | Qualcomm INC | 股票-科技 | 0.63% | -0.13% | -1.97% | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.58% | — | +0.76% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.57% | -0.11% | -1.13% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | +0.25% | +3.54% | |
| 42 | ADBE | Adobe INC | 股票-科技 | 0.55% | -0.07% | +10.49% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.55% | — | +1.73% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.54% | -0.07% | +7.94% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | -0.25% | |
| 46 | ✓ | Invesco Aerospace & Defense Et | 股票-其他 | 0.54% | — | +4.36% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.54% | -0.07% | -1.38% | |
| 48 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.53% | — | +4.53% | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.52% | — | -0.87% | |
| 50 | HON | Honeywell International INC | 股票-工业 | 0.51% | — | -0.23% |