CIK: 0000092230
申报总市值
US$741.8亿
仅显示前 200 大持股（共 774 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 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.38% | +0.09% | +13.98% | |
| 2 | BBTUSD | Bb&t CORP | 股票-其他 | 2.89% | — | -2.53% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.25% | -0.08% | +0.49% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.01% | -0.63% | -3.84% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.93% | — | +9.43% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.85% | -0.15% | +0.46% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.79% | +0.08% | +13.74% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.77% | -0.13% | -5.25% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.58% | +0.09% | +23.53% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.35% | — | +10.74% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.18% | +0.11% | -1.45% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.13% | +0.11% | -9.71% | |
| 13 | CSCO | Cisco Systems INC | 股票-科技 | 1.10% | — | -2.87% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.05% | -0.80% | +5.52% | |
| 15 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.03% | — | +54.81% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.01% | — | +1.71% | |
| 17 | ABBV | Abbvie INC | 股票-医疗保健 | 0.96% | — | -4.27% | |
| 18 | VZ | Verizon Communications INC | 股票-通信服务 | 0.90% | — | +3.21% | |
| 19 | PFE | Pfizer INC | 股票-医疗保健 | 0.88% | — | +13.40% | |
| 20 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.86% | — | -2.40% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.83% | -0.15% | -1.95% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.81% | -0.17% | +1.73% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 0.80% | — | -1.90% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.80% | +0.13% | +1.70% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.75% | — | +7.60% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.74% | — | -0.23% | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.73% | — | -1.05% | |
| 28 | ACN | Accenture plc | 股票-科技 | 0.72% | — | -2.26% | |
| 29 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.71% | — | +13.08% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.68% | +0.48% | +14.93% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.68% | +0.09% | +0.43% | |
| 32 | INTC | Intel CORP | 股票-科技 | 0.66% | — | -1.74% | |
| 33 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.66% | — | -5.43% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | -0.09% | +6.03% | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.62% | — | -4.05% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.61% | — | +0.47% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.59% | -0.06% | -1.17% | |
| 38 | BR | Broadridge Financial Solutio | 股票-科技 | 0.58% | — | -7.24% | |
| 39 | T | At&t INC | 股票-通信服务 | 0.57% | — | +0.29% | |
| 40 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.57% | — | +9.42% | |
| 41 | DFSEUR | Discover Financial Services | 股票-其他 | 0.56% | — | -2.46% | |
| 42 | HON | Honeywell International INC | 股票-工业 | 0.54% | — | -3.72% | |
| 43 | UPS | United Parcel Service-cl B | 股票-工业 | 0.54% | — | -2.31% | |
| 44 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.53% | — | +3.62% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.53% | — | -3.64% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.51% | — | +2.35% | |
| 47 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.50% | — | -2.68% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.10% | -1.76% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.49% | — | -1.58% | |
| 50 | ELV | Elevance Health INC | 股票-医疗保健 | 0.49% | — | -4.99% |