CIK: 0000829407
申报总市值
US$21.5亿
仅显示前 200 大持股（共 853 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 | 4.70% | -0.64% | +11.28% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.11% | -0.18% | -10.93% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 3.07% | — | -0.94% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.03% | — | -28.72% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.92% | -0.33% | +2.74% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.91% | -0.25% | -7.48% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.55% | -0.68% | -3.74% | |
| 8 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.53% | +0.14% | -6.08% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.46% | — | +52.36% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.99% | -0.30% | -3.34% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.40% | — | +51.59% | |
| 12 | HD | Home Depot INC | 股票-周期性消费 | 1.39% | — | -2.02% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.35% | +0.19% | -1.20% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.29% | -0.20% | +1764.33% | |
| 15 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.16% | — | +1.52% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.12% | — | +1.28% | |
| 17 | PEP | Pepsico INC | 股票-非周期性消费 | 0.97% | — | -1.78% | |
| 18 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.95% | -0.10% | -1.83% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.92% | -0.11% | -13.50% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 0.91% | — | -4.54% | |
| 21 | TFC | Truist Financial CORP | 股票-金融 | 0.90% | — | -10.74% | |
| 22 | ADBE | Adobe INC | 股票-科技 | 0.90% | -0.18% | +6.66% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | -0.12% | -2.24% | |
| 24 | FISV | Fiserv INC | 股票-其他 | 0.87% | — | -1.79% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.86% | -0.15% | -1.12% | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.78% | -0.10% | +113.75% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.77% | — | +2.13% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.77% | — | -23.33% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.76% | +0.21% | +5.92% | |
| 30 | EFX | Equifax INC | 股票-工业 | 0.73% | — | -0.58% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | — | +0.76% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.70% | — | -1.11% | |
| 33 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.68% | — | +11.38% | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.65% | — | -3.26% | |
| 35 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.65% | — | -0.43% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.64% | +0.12% | +3.84% | |
| 37 | WMT | Walmart INC | 股票-非周期性消费 | 0.63% | +0.17% | -1.18% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.61% | +0.11% | -15.86% | |
| 39 | VDE | Vanguard Energy ETF | ETF-其他 | 0.60% | +0.27% | +8.79% | |
| 40 | QCOM | Qualcomm INC | 股票-科技 | 0.59% | — | -20.10% | |
| 41 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.58% | — | -1.89% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.57% | -0.15% | +0.89% | |
| 43 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.56% | — | +24.91% | |
| 44 | GS | Goldman Sachs Group INC | 股票-金融 | 0.54% | — | -16.21% | |
| 45 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.54% | — | +39.47% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.54% | — | -3.83% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.51% | — | +9.46% | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.50% | — | -11.91% | |
| 49 | CPRT | Copart INC | 股票-工业 | 0.49% | — | — | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.49% | — | +0.39% |