CIK: 0000092230
申报总市值
US$741.8亿
仅显示前 200 大持股（共 2547 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 | 4.57% | -0.25% | +2.47% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | -0.63% | -3.32% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.65% | -0.08% | -1.81% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.42% | -0.13% | -2.76% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.23% | +0.15% | +5.51% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.92% | +0.13% | +18.46% | |
| 7 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.85% | +0.13% | +4.36% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.49% | -0.80% | +1.74% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 1.06% | — | -2.36% | |
| 10 | HD | Home Depot INC | 股票-周期性消费 | 1.04% | — | -5.95% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.99% | -0.15% | +0.52% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.93% | +0.08% | -1.35% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.92% | — | +4.83% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.91% | +0.24% | +5.88% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.90% | — | -13.60% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.88% | — | +1.20% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.87% | — | +7.26% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.86% | -0.15% | +1.57% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.83% | -0.06% | -4.58% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | +0.11% | -4.99% | |
| 21 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.76% | — | -19.55% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.76% | +0.09% | +4.60% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.74% | — | -5.79% | |
| 24 | PEP | Pepsico INC | 股票-非周期性消费 | 0.73% | — | -1.40% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | -0.09% | -2.22% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | -0.06% | -0.64% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.71% | — | -1.16% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.69% | -0.09% | +5.05% | |
| 29 | ADI | Analog Devices INC | 股票-科技 | 0.67% | +0.22% | -5.17% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.66% | -0.13% | +2.70% | |
| 31 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.62% | — | +0.01% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.62% | +0.10% | +0.35% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.61% | — | -7.36% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | — | -0.19% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.53% | -0.10% | -1.42% | |
| 36 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.53% | — | -5.07% | |
| 37 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.53% | — | -3.81% | |
| 38 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.51% | — | -2.67% | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.51% | — | +6.73% | |
| 40 | MBB | Ishares Mbs ETF | ETF-其他 | 0.50% | +0.24% | +0.28% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.50% | — | +5.63% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.46% | — | -0.02% | |
| 43 | BLKCHF | Blackrock INC | 股票-其他 | 0.46% | — | -2.11% | |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.45% | — | +5.95% | |
| 45 | UPS | United Parcel Service-cl B | 股票-工业 | 0.45% | — | -1.91% | |
| 46 | VUG | Vanguard Growth ETF | ETF-其他 | 0.45% | -0.09% | -2.99% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.45% | — | +5.05% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | -0.84% | |
| 49 | AVGO | Broadcom INC | 股票-科技 | 0.43% | -0.18% | +17.00% | |
| 50 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.41% | — | +145.44% |