CIK: 0000036104
申报总市值
US$823.9亿
仅显示前 200 大持股（共 3668 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 | 4.72% | -0.10% | -1.22% | |
| 2 | MMM | 3m Co | 股票-工业 | 2.90% | — | +0.08% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.27% | -0.16% | -2.87% | |
| 4 | USB | US Bancorp | 股票-金融 | 2.11% | — | +4.89% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | -0.61% | +0.68% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.91% | — | -1.44% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.62% | +0.12% | -9.73% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.57% | +0.24% | +2.41% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.52% | +0.20% | -1.66% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.50% | +0.14% | -0.23% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.48% | — | -0.86% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.40% | -0.07% | -0.23% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.29% | — | -2.72% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.26% | — | -0.59% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.23% | — | -1.64% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.15% | — | +2.35% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | -0.09% | -0.88% | |
| 18 | PFE | Pfizer INC | 股票-医疗保健 | 1.02% | — | -1.67% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.93% | — | +1.47% | |
| 20 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.86% | -0.07% | +0.02% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.84% | — | +5.12% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.84% | -0.13% | +0.88% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.83% | +0.14% | -1.74% | |
| 24 | PEP | Pepsico INC | 股票-非周期性消费 | 0.79% | — | -0.71% | |
| 25 | ABBV | Abbvie INC | 股票-医疗保健 | 0.78% | — | +0.54% | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.77% | — | +0.57% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | -0.21% | -1.30% | |
| 28 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.71% | -0.07% | +9.89% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.71% | — | -2.29% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.68% | +0.22% | -0.14% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.67% | — | -2.78% | |
| 32 | MA | Mastercard INC - A | 股票-金融 | 0.66% | -0.07% | -1.92% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.66% | — | -2.29% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.66% | -0.08% | -0.40% | |
| 35 | EMR | Emerson Electric Co | 股票-工业 | 0.64% | — | -2.00% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.63% | +0.10% | +3.96% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.62% | -0.05% | +0.06% | |
| 38 | BA | Boeing Co/the | 股票-工业 | 0.62% | — | +0.99% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.60% | — | -0.71% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.59% | -0.05% | -3.78% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.59% | — | -0.98% | |
| 42 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.57% | -0.07% | +14.40% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.54% | — | -0.95% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.54% | +0.02% | +3.74% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.53% | -0.04% | +0.67% | |
| 46 | PCAR | Paccar INC | 股票-工业 | 0.53% | — | +0.07% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | +1.67% | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.50% | — | +4.60% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | -0.06% | -1.87% | |
| 50 | UNP | Union Pacific CORP | 股票-工业 | 0.46% | — | -0.86% |