CIK: 0000036104
申报总市值
US$823.9亿
仅显示前 200 大持股（共 3676 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.99% | -0.10% | +1.82% | |
| 2 | MMM | 3m Co | 股票-工业 | 3.38% | — | -6.42% | |
| 3 | USB | US Bancorp | 股票-金融 | 2.65% | — | -3.54% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 2.39% | +0.20% | -3.36% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.12% | — | +4.66% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.99% | — | -2.80% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.76% | -0.16% | +0.52% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.66% | +0.14% | +0.41% | |
| 9 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.49% | — | -1.98% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.46% | +0.12% | +23.28% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.35% | — | +0.57% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.30% | -0.61% | +6.52% | |
| 13 | WFC | Wells Fargo & Co | 股票-金融 | 1.28% | — | +0.29% | |
| 14 | PFE | Pfizer INC | 股票-医疗保健 | 1.25% | — | -3.23% | |
| 15 | PEP | Pepsico INC | 股票-非周期性消费 | 1.06% | — | +0.36% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 0.97% | +0.14% | -3.61% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | -0.09% | +0.35% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.92% | — | +7.41% | |
| 19 | GIS | General Mills INC | 股票-非周期性消费 | 0.90% | — | -2.29% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.81% | -0.21% | -0.32% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.81% | — | -2.15% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.79% | — | -21.98% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.78% | — | +5.49% | |
| 24 | EMR | Emerson Electric Co | 股票-工业 | 0.77% | — | -4.00% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.71% | — | -0.56% | |
| 26 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.71% | — | -2.44% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.68% | +0.24% | +128.67% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 0.68% | — | -2.14% | |
| 29 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.67% | — | -0.99% | |
| 30 | T | At&t INC | 股票-通信服务 | 0.63% | — | +2.01% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | -0.13% | — | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.61% | — | +0.17% | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.61% | — | -0.95% | |
| 34 | TGT | Target CORP | 股票-周期性消费 | 0.60% | — | -3.29% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.59% | — | -1.26% | |
| 36 | SLB | Slb LTD | 股票-能源 | 0.58% | — | -2.66% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.57% | -0.08% | -1.42% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.56% | -0.07% | +5.33% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.55% | — | +0.77% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.53% | — | +29.88% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.53% | — | -0.45% | |
| 42 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.50% | — | -7.77% | |
| 43 | ECL | Ecolab INC | 股票-原材料 | 0.50% | — | -6.94% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.49% | -0.05% | +0.67% | |
| 45 | UTXZ | United Tech CORP | 股票-其他 | 0.49% | — | -7.29% | |
| 46 | PM | Philip Morris International | 股票-非周期性消费 | 0.48% | — | -2.57% | |
| 47 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.48% | — | -5.43% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.48% | — | +6.78% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | -0.34% | |
| 50 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.47% | — | +2.11% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +128.67% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.3% | +6.52% | 加仓 |
| 3 | AEP | American Electric Power Company, Inc. | +0.2% | -1.98% | 减仓 |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.2% | +23.28% | 加仓 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +1.82% | 加仓 |
| 6 | VNQ | Vanguard Real Estate ETF | +0.1% | +29.88% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.1% | +0.41% | 加仓 |
| 8 | MCD | Mcdonald's CORP | +0.1% | -0.56% | 减仓 |
| 9 | AMZN | Amazon.com INC | +0.1% | +4.51% | 加仓 |
| 10 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +87.26% | 加仓 |
| 11 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +535.62% | 加仓 |
| 12 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +37.20% | 加仓 |
| 13 | IEMG | Ishares Core Msci Emerging | +0.1% | +33.35% | 加仓 |
| 14 | GVI | Ishares Intermediate Governm | +0.1% | +30.77% | 加仓 |
| 15 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +7.41% | 加仓 |
| 16 | EFA | Ishares Msci Eafe ETF | +0.1% | +4.66% | 加仓 |
| 17 | PG | Procter & Gamble Co/the | +0.1% | -2.80% | 减仓 |
| 18 | INTC | Intel CORP | +0.1% | -2.15% | 减仓 |
| 19 | ABT | Abbott Laboratories | +0.1% | +5.33% | 加仓 |
| 20 | BMY | Bristol-myers Squibb Co | +0.1% | -2.44% | 减仓 |
| 21 | AMGN | Amgen INC | +0.1% | +1.59% | 加仓 |
| 22 | CL | Colgate-palmolive Co | +0.1% | +18.43% | 加仓 |
| 23 | IWB | Ishares Russell 1000 ETF | +0.1% | +27.50% | 加仓 |
| 24 | CVX | Chevron CORP | +0.1% | -3.61% | 减仓 |
| 25 | HD | Home Depot INC | +0.1% | +0.77% | 加仓 |
| 26 | ✓ | Powershares Qqq Trust Ser 1 | +0.1% | +7.10% | 加仓 |
| 27 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +21.58% | 加仓 |
| 28 | IWD | Ishares Russell 1000 Value E | +0.1% | +15.31% | 加仓 |
| 29 | CB | Chubb Limited | 0% | +5.06% | 加仓 |
| 30 | WFC | Wells Fargo & Co | 0% | +0.29% | 加仓 |
| 31 | JPM | Jpmorgan Chase & Co | 0% | +0.35% | 加仓 |
| 32 | IJR | Ishares Core S&p Small-cap E | 0% | +5.49% | 加仓 |
| 33 | PEP | Pepsico INC | 0% | +0.36% | 加仓 |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | -0.1% | -25.65% | 减仓 |
| 35 | WDC | Western Digital CORP | -0.1% | -63.07% | 减仓 |
| 36 | M | Macy's INC | -0.1% | -19.86% | 减仓 |
| 37 | RWX | State Street Spdr Dow Jones | -0.1% | -20.53% | 减仓 |
| 38 | UNP | Union Pacific CORP | -0.1% | -2.03% | 减仓 |
| 39 | CMI | Cummins INC | -0.1% | -39.89% | 减仓 |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | -13.30% | 减仓 |
| 41 | TGT | Target CORP | -0.1% | -3.29% | 减仓 |
| 42 | QCOM | Qualcomm INC | -0.2% | -18.07% | 减仓 |
| 43 | AAPL | Apple INC | -0.2% | +0.52% | 加仓 |
| 44 | EEM | Ishares Msci Emerging Market | -0.3% | -21.98% | 减仓 |
| 45 | ✓ | — | EXIT | 清仓 | |
| 46 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建仓 |
| 47 | GOOG | Alphabet A | — | EXIT | 清仓 |
| 48 | GOOG | Alphabet Inc-cl C | — | NEW | 新建仓 |
| 49 | ✓ | Google INC Class C | — | EXIT | 清仓 |
| 50 | HPE | Hewlett-Packard Company | — | EXIT | 清仓 |