CIK: 0000092230
申报总市值
US$741.8亿
仅显示前 200 大持股（共 765 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 | 3.26% | +0.09% | +4.40% | |
| 2 | BBTUSD | Bb&t CORP | 股票-其他 | 2.72% | — | +1.02% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.40% | -0.08% | +5.63% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.17% | +0.09% | +12.70% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.07% | — | +5.48% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | -0.63% | +0.39% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.00% | +0.08% | +16.66% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.72% | -0.15% | -2.66% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.63% | — | +127.42% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.57% | — | +5.11% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.46% | -0.13% | -1.19% | |
| 12 | CSCO | Cisco Systems INC | 股票-科技 | 1.20% | — | -0.73% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.12% | -0.80% | +0.47% | |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.08% | — | +4.56% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.08% | +0.11% | -9.57% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.99% | +0.11% | -4.31% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.98% | — | -1.38% | |
| 18 | VZ | Verizon Communications INC | 股票-通信服务 | 0.94% | — | -2.67% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.90% | +0.48% | +22.10% | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 0.88% | — | -0.87% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.86% | -0.17% | +2.87% | |
| 22 | PFE | Pfizer INC | 股票-医疗保健 | 0.80% | — | -4.95% | |
| 23 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.80% | — | +3.28% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.79% | -0.15% | +0.81% | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.78% | — | -0.70% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | -0.09% | +2.71% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.76% | — | +7.10% | |
| 28 | ACN | Accenture plc | 股票-科技 | 0.76% | — | +3.61% | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.75% | — | -0.83% | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.75% | — | -1.11% | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.74% | +0.13% | -1.21% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.72% | +0.09% | +11.41% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.71% | — | +8.61% | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.70% | — | +7.94% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.68% | — | +0.39% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.66% | — | -2.97% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.64% | — | +2.18% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.64% | — | -2.02% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.59% | -0.06% | +1.57% | |
| 40 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.57% | — | +6.32% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.56% | — | -2.79% | |
| 42 | T | At&t INC | 股票-通信服务 | 0.55% | — | +0.84% | |
| 43 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.53% | — | +8.15% | |
| 44 | UPS | United Parcel Service-cl B | 股票-工业 | 0.52% | — | -1.70% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.51% | — | +9.78% | |
| 46 | HON | Honeywell International INC | 股票-工业 | 0.50% | — | -1.97% | |
| 47 | DFSEUR | Discover Financial Services | 股票-其他 | 0.49% | — | -8.16% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.48% | +0.10% | -2.79% | |
| 49 | ELV | Elevance Health INC | 股票-医疗保健 | 0.47% | — | -4.47% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.46% | -0.10% | +2.03% |