CIK: 0000743127
申报总市值
US$77.8亿
仅显示前 200 大持股（共 845 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 | JNJ | Johnson & Johnson | 股票-医疗保健 | 4.43% | +0.78% | -52.12% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.83% | -0.31% | -4.29% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.17% | -0.61% | -1.83% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.23% | -0.34% | +7.08% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 1.90% | -0.24% | -5.23% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.84% | -0.19% | -1.21% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.78% | -0.12% | -2.00% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.68% | -0.13% | -0.55% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.68% | -0.10% | +0.69% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.57% | — | +52.46% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.51% | — | -1.60% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.51% | -0.07% | +0.29% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.24% | — | +2.13% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.13% | — | +1.35% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.02% | — | +1.91% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.94% | -0.10% | -0.31% | |
| 17 | MS | Morgan Stanley | 股票-金融 | 0.92% | -0.08% | -1.66% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.92% | — | +5.38% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.91% | -0.13% | -7.53% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.91% | -0.14% | -10.24% | |
| 21 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.83% | — | -21.67% | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 0.83% | — | +0.43% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | — | -1.17% | |
| 24 | AXP | American Express Co | 股票-金融 | 0.76% | -0.14% | -1.64% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 0.75% | -0.14% | -0.02% | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 0.72% | — | -1.13% | |
| 27 | WMT | Walmart INC | 股票-非周期性消费 | 0.70% | +0.07% | +35.31% | |
| 28 | MU | Micron Technology INC | 股票-科技 | 0.69% | -0.10% | +0.78% | |
| 29 | LRCX | Lam Research CORP | 股票-科技 | 0.67% | — | -19.80% | |
| 30 | GLNG | Golar LNG Limited | 股票-能源 | 0.64% | +0.17% | -22.11% | |
| 31 | CAT | Caterpillar INC | 股票-工业 | 0.63% | +0.19% | +0.37% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | -0.08% | -1.94% | |
| 33 | BLK | Blackrock INC | 股票-金融 | 0.63% | — | -1.55% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.61% | -0.13% | +1.49% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | -0.07% | -8.82% | |
| 36 | XYL | Xylem INC | 股票-工业 | 0.59% | -0.08% | -17.82% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.59% | +0.07% | -2.59% | |
| 38 | ETN | Eaton Corporation plc | 股票-工业 | 0.58% | — | -2.98% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.58% | — | -5.37% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.56% | — | +0.77% | |
| 41 | MKL | Markel Group INC | 股票-金融 | 0.54% | — | -1.03% | |
| 42 | COHR | Coherent CORP | 股票-科技 | 0.53% | +0.09% | -18.93% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.53% | — | -1.10% | |
| 44 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.52% | — | -14.92% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | — | -1.81% | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.51% | +0.15% | -0.12% | |
| 47 | RTX | Rtx CORP | 股票-工业 | 0.50% | — | -1.33% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.49% | — | -5.74% | |
| 49 | ITRI | Itron INC | 股票-科技 | 0.47% | — | -20.75% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.45% | — | +28.41% |