CIK: 0000757657
申报总市值
US$79.9亿
仅显示前 200 大持股（共 1272 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 | 3.47% | -0.17% | +0.75% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.56% | -0.24% | +1.00% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.15% | -0.41% | +3.60% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.85% | -0.15% | +3.10% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.76% | -0.07% | -0.30% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.66% | — | +0.48% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.60% | -0.31% | +1.07% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.51% | -0.23% | -0.08% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.49% | -0.10% | -1.48% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.45% | — | +1.53% | |
| 11 | WMT | Walmart INC | 股票-非周期性消费 | 1.37% | +0.40% | +0.82% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.21% | — | +915.43% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.08% | -0.14% | -2.17% | |
| 14 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.05% | — | +1.37% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.94% | -0.17% | +22.13% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.11% | +4.47% | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.84% | -0.10% | +0.45% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.81% | — | -1.20% | |
| 19 | KRUS | Kura Sushi USA Inc-class A | 股票-其他 | 0.81% | +0.42% | -1.52% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.77% | — | +5.03% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | -0.08% | +1.71% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.74% | — | +1.51% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.73% | -0.10% | +2.04% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.72% | -0.07% | +52.41% | |
| 25 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.72% | — | +0.75% | |
| 26 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.72% | — | -5.23% | |
| 27 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.70% | +0.08% | +2.34% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.69% | — | +10.93% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.66% | — | +19.64% | |
| 30 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.64% | — | +3.94% | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.63% | — | -1.48% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | +0.13% | +33.39% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.61% | — | +1.80% | |
| 34 | BX | Blackstone INC | 股票-金融 | 0.59% | -0.15% | +3.26% | |
| 35 | MA | Mastercard INC - A | 股票-金融 | 0.59% | -0.08% | +0.69% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.55% | — | +36.14% | |
| 37 | WM | Waste Management INC | 股票-工业 | 0.54% | — | -0.75% | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.54% | — | +2.66% | |
| 39 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.53% | — | +7.44% | |
| 40 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 0.51% | — | +0.52% | |
| 41 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.50% | — | +2.48% | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.48% | — | +4.10% | |
| 43 | QCOM | Qualcomm INC | 股票-科技 | 0.47% | -0.09% | +17.97% | |
| 44 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.47% | — | +6.25% | |
| 45 | CAT | Caterpillar INC | 股票-工业 | 0.46% | +0.08% | -3.68% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +1.66% | |
| 47 | ETN | Eaton Corporation plc | 股票-工业 | 0.44% | — | -5.18% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.44% | — | -1.02% | |
| 49 | CRM | Salesforce INC | 股票-科技 | 0.42% | — | -3.04% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.42% | — | -0.76% |