CIK: 0000092230
申报总市值
US$741.8亿
仅显示前 200 大持股（共 2658 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.68% | -0.25% | +6.45% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.63% | -0.08% | +6.59% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.47% | -0.63% | -0.42% | |
| 4 | AAPL | Apple INC | 股票-科技 | 1.99% | -0.13% | +0.94% | |
| 5 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.73% | +0.13% | -1.82% | |
| 6 | CCL1EUR | Carnival CORP LTD | 股票-周期性消费 | 1.51% | — | -0.07% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.21% | +0.15% | +3.75% | |
| 8 | HD | Home Depot INC | 股票-周期性消费 | 1.15% | — | -0.60% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.08% | -0.06% | -1.83% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.08% | -0.15% | +3.04% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.00% | — | +3.37% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.93% | -0.15% | +0.06% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.91% | — | +2.91% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.89% | +0.11% | +0.59% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.86% | +0.24% | +8.74% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | -0.09% | +4.96% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.77% | +0.08% | +1.62% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.06% | -2.03% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.72% | +0.13% | +46.71% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.70% | +0.09% | +8.23% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.69% | -0.09% | +1.63% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.67% | -0.80% | +2.54% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.67% | — | -5.91% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.64% | — | -0.81% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.64% | -0.17% | +4.61% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.64% | +0.09% | -1.59% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.63% | — | +1.29% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | -0.10% | -1.00% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.62% | — | -1.15% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.60% | — | +30.72% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.60% | +0.48% | -15.51% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.60% | — | +2.55% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.60% | — | -1.11% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.56% | — | +39.73% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.55% | — | -1.05% | |
| 36 | BND | Vanguard Total Bond Market | ETF-其他 | 0.55% | — | +5.94% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.55% | — | -5.24% | |
| 38 | XLF | Ss Financial Select Sector | ETF-其他 | 0.54% | -0.08% | +2.79% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.54% | — | +0.73% | |
| 40 | TFC | Truist Financial CORP | 股票-金融 | 0.54% | — | -0.74% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.53% | — | -3.58% | |
| 42 | ADI | Analog Devices INC | 股票-科技 | 0.52% | +0.22% | +7.12% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.51% | — | +3.23% | |
| 44 | HON | Honeywell International INC | 股票-工业 | 0.49% | — | -1.09% | |
| 45 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.49% | — | +7.81% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.49% | — | +0.34% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.49% | — | +2.94% | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.49% | — | -1.71% | |
| 49 | UPS | United Parcel Service-cl B | 股票-工业 | 0.48% | — | +2.08% | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.47% | — | +3.82% |