CIK: 0000085338
申报总市值
US$19.1亿
仅显示前 200 大持股（共 3026 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 | 4.31% | -0.33% | -3.77% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.26% | -0.51% | -2.29% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.45% | -0.34% | -1.14% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.26% | -0.18% | -2.02% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.84% | -0.33% | -0.60% | |
| 6 | BX | Blackstone INC | 股票-金融 | 1.84% | -0.43% | +0.15% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.75% | -0.33% | -0.11% | |
| 8 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.68% | — | +3.74% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.54% | +0.08% | -5.89% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.51% | +0.10% | +0.49% | |
| 11 | ABBV | Abbvie INC | 股票-医疗保健 | 1.46% | — | -2.65% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.37% | +0.13% | -0.61% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.28% | — | +86.55% | |
| 14 | AMGN | Amgen INC | 股票-医疗保健 | 1.27% | +0.02% | +1.15% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.18% | -0.19% | -1.46% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | +0.31% | +0.89% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.13% | +0.13% | -2.16% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.07% | -0.17% | -2.80% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.06% | — | +1.85% | |
| 20 | CGDG | Cap Group Dividend Growers | ETF-其他 | 1.03% | +0.07% | +28.20% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.97% | — | +3.48% | |
| 22 | PANW | Palo Alto Networks INC | 股票-科技 | 0.96% | -0.12% | -6.13% | |
| 23 | FYLD | Cambria Foreign Shareholder | ETF-其他 | 0.92% | +0.14% | +7.39% | |
| 24 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.90% | -0.16% | -0.41% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.88% | +0.06% | +8.32% | |
| 26 | GD | General Dynamics CORP | 股票-工业 | 0.88% | -0.16% | -0.48% | |
| 27 | ITW | Illinois Tool Works | 股票-工业 | 0.87% | — | -1.01% | |
| 28 | HON | Honeywell International INC | 股票-工业 | 0.85% | +0.10% | +1.91% | |
| 29 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.84% | +0.14% | +6.30% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.80% | -0.21% | -0.88% | |
| 31 | AIG | American International Group | 股票-金融 | 0.77% | -0.11% | +0.29% | |
| 32 | SYK | Stryker CORP | 股票-医疗保健 | 0.76% | — | -1.19% | |
| 33 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.75% | -0.12% | +0.62% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | — | -2.28% | |
| 35 | NFLX | Netflix INC | 股票-通信服务 | 0.69% | +0.23% | -3.10% | |
| 36 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 0.69% | — | +188.35% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.67% | — | +1.11% | |
| 38 | QCOM | Qualcomm INC | 股票-科技 | 0.65% | -0.14% | -1.34% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.63% | — | -1.81% | |
| 40 | UNP | Union Pacific CORP | 股票-工业 | 0.62% | — | +0.07% | |
| 41 | SO | Southern Co/the | 股票-公用事业 | 0.62% | — | +2.66% | |
| 42 | GE | General Electric | 股票-工业 | 0.62% | — | +178.36% | |
| 43 | VZ | Verizon Communications INC | 股票-通信服务 | 0.60% | +0.06% | +0.64% | |
| 44 | CAT | Caterpillar INC | 股票-工业 | 0.58% | +0.15% | +180.89% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | -0.11% | +5.41% | |
| 46 | CBOE | Cboe Global Markets INC | 股票-金融 | 0.56% | — | +0.01% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.56% | — | -1.04% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.54% | — | -2.46% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.54% | +0.13% | -3.93% | |
| 50 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-其他 | 0.53% | — | -1.35% |