CIK: 0000092230
申报总市值
US$741.8亿
仅显示前 200 大持股（共 2680 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 | 6.27% | -0.25% | -0.18% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.02% | -0.08% | -3.10% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.98% | -0.63% | +1.16% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.58% | -0.13% | +1.31% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.42% | -0.13% | +2.84% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.15% | +0.15% | -0.60% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.93% | +0.24% | +7.07% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.67% | -0.80% | -0.75% | |
| 9 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.37% | +0.13% | -1.16% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.32% | -0.15% | -0.98% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.30% | -0.15% | -0.26% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.29% | -0.18% | -2.30% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.25% | -0.06% | +1.30% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.20% | -0.06% | +0.30% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.99% | — | +5.65% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.97% | -0.17% | +4.21% | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.96% | — | -12.04% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.93% | -0.09% | +9.84% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.86% | -0.10% | +3.17% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.84% | — | +2.69% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.83% | +0.09% | +5.86% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.74% | +0.13% | -12.72% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | -0.09% | -0.01% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 0.72% | — | +5.72% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.68% | -0.09% | +2.39% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.67% | -0.12% | -2.25% | |
| 27 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.66% | — | +3.53% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.65% | +0.08% | +30.05% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.62% | — | -0.86% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.60% | — | +0.33% | |
| 31 | XLF | Ss Financial Select Sector | ETF-其他 | 0.59% | -0.08% | +0.04% | |
| 32 | KO | The Coca-Cola Company | 股票-非周期性消费 | 0.58% | — | +10480.74% | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.57% | — | -4.20% | |
| 34 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.57% | — | +5.90% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.55% | — | +6.06% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.53% | — | +0.27% | |
| 37 | PM | Philip Morris International | 股票-非周期性消费 | 0.53% | — | +1.59% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.52% | +0.09% | +17.23% | |
| 39 | RTX | Rtx CORP | 股票-工业 | 0.51% | — | +1.66% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | +0.11% | +25.72% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.48% | +0.48% | +12.59% | |
| 42 | MBB | Ishares Mbs ETF | ETF-其他 | 0.47% | +0.24% | -0.77% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | — | -0.28% | |
| 44 | TSLA | Tesla INC | 股票-周期性消费 | 0.46% | — | +2.35% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.45% | — | -22.62% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.45% | — | +13.29% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.39% | — | +1.12% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.37% | — | +7.70% | |
| 49 | BLK | Blackrock INC | 股票-金融 | 0.37% | — | +2.92% | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.37% | -0.07% | -5.22% |