CIK: 0000757657
申报总市值
US$79.9亿
仅显示前 200 大持股（共 1305 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.19% | -0.17% | +3.34% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.94% | — | +22.99% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.37% | — | +68.49% | |
| 4 | AAPL | Apple INC | 股票-科技 | 1.91% | -0.24% | +4.29% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.91% | -0.07% | +11.55% | |
| 6 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.68% | -0.23% | +0.24% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.62% | -0.10% | +8.88% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.47% | — | +19.40% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | -0.41% | +0.44% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.39% | -0.31% | -10.79% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.17% | — | -6.41% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.05% | -0.10% | +1.35% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.03% | — | +24.61% | |
| 14 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.03% | — | +1.40% | |
| 15 | WMT | Walmart INC | 股票-非周期性消费 | 0.81% | +0.40% | +0.94% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.76% | — | +3.76% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | -0.11% | +0.92% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.72% | — | +16.70% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.69% | +0.20% | +64.17% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.66% | -0.17% | -1.08% | |
| 21 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.64% | +0.08% | -29.83% | |
| 22 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 0.62% | — | +7.73% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.61% | — | -6.89% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.60% | — | +24.03% | |
| 25 | BND | Vanguard Total Bond Market | ETF-其他 | 0.60% | — | -7.68% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | — | +3.34% | |
| 27 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.58% | — | +25.11% | |
| 28 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.58% | — | +4.07% | |
| 29 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.58% | — | -45.28% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.55% | — | -5.20% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.54% | — | +6.54% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | +0.13% | +59.70% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.53% | — | +20.63% | |
| 34 | T | At&t INC | 股票-通信服务 | 0.52% | — | -0.34% | |
| 35 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.50% | — | -60.16% | |
| 36 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.50% | — | +9.61% | |
| 37 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.49% | — | -0.41% | |
| 38 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.49% | — | +2.31% | |
| 39 | GIGB | Goldman Sachs Inv Grd CORP | ETF-避险与商品 | 0.48% | — | +18.28% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.48% | — | +1.64% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | -0.08% | +2.06% | |
| 42 | ABBV | Abbvie INC | 股票-医疗保健 | 0.47% | — | +3.03% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.46% | — | -1.37% | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.46% | — | -5.43% | |
| 45 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.45% | — | -37.05% | |
| 46 | LUNG | Pulmonx CORP | 股票-其他 | 0.45% | — | — | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.45% | — | +7.84% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.45% | -0.15% | +20.89% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.44% | — | +24.27% | |
| 50 | ADBE | Adobe INC | 股票-科技 | 0.44% | — | +3.07% |