CIK: 0000036104
申报总市值
US$823.9亿
仅显示前 200 大持股（共 3648 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 | 4.63% | -0.10% | +2.43% | |
| 2 | MMM | 3m Co | 股票-工业 | 2.99% | — | +2.27% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.08% | -0.61% | +1.83% | |
| 4 | USB | US Bancorp | 股票-金融 | 2.05% | — | +0.29% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.89% | — | +2.65% | |
| 6 | AAPL | Apple INC | 股票-科技 | 1.77% | -0.16% | +0.04% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.65% | +0.12% | -9.78% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.62% | +0.24% | +8.08% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.57% | — | -1.16% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.55% | +0.14% | -0.89% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.34% | — | +0.07% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.33% | +0.20% | -2.36% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.32% | — | -3.34% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.25% | — | +6.64% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.21% | -0.07% | +3.53% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.11% | — | +9.11% | |
| 17 | PFE | Pfizer INC | 股票-医疗保健 | 1.11% | — | -1.75% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | -0.09% | +0.77% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.96% | — | +0.72% | |
| 20 | ABBV | Abbvie INC | 股票-医疗保健 | 0.96% | — | +13.30% | |
| 21 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.90% | -0.07% | +0.58% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.88% | — | +341.14% | |
| 23 | INTC | Intel CORP | 股票-科技 | 0.87% | — | +1.36% | |
| 24 | PEP | Pepsico INC | 股票-非周期性消费 | 0.86% | — | -0.49% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.86% | -0.21% | -0.05% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.84% | -0.13% | +2.59% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.81% | +0.14% | -1.05% | |
| 28 | CPRT | Copart INC | 股票-工业 | 0.81% | — | +89.72% | |
| 29 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.78% | -0.07% | -0.65% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.76% | +0.22% | +10.03% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.71% | +0.10% | +2.82% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.71% | — | -0.71% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.69% | — | +3.35% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.65% | — | -0.58% | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.63% | — | -3.83% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.63% | -0.07% | +0.02% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.62% | — | +47.01% | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.62% | -0.07% | -0.13% | |
| 39 | BA | Boeing Co/the | 股票-工业 | 0.62% | — | +2.44% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | -0.05% | +6.48% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.60% | -0.08% | -1.15% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.60% | — | +1.66% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.58% | -0.05% | +4.17% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.57% | +0.02% | +11.11% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.57% | — | +66.63% | |
| 46 | EMR | Emerson Electric Co | 股票-工业 | 0.55% | — | -1.39% | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.55% | — | +1.44% | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.54% | — | +14.03% | |
| 49 | VZ | Verizon Communications INC | 股票-通信服务 | 0.53% | — | +0.43% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | -1.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CPRT | Copart INC | +0.4% | +89.72% | 加仓 |
| 2 | TTC | Toro Co | +0.3% | +1214.48% | 加仓 |
| 3 | PG | Procter & Gamble Co/the | +0.3% | -1.16% | 减仓 |
| 4 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | +66.63% | 加仓 |
| 5 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +47.01% | 加仓 |
| 6 | ABBV | Abbvie INC | +0.2% | +13.30% | 加仓 |
| 7 | SCHH | Schwab US Reit ETF | +0.1% | +342.32% | 加仓 |
| 8 | FLOT | Ishares Floating Rate Bond E | +0.1% | +26.22% | 加仓 |
| 9 | MMM | 3m Co | +0.1% | +2.27% | 加仓 |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +8.08% | 加仓 |
| 11 | JNJ | Johnson & Johnson | +0.1% | -0.89% | 减仓 |
| 12 | AGG | Ishares Core U.s. Aggregate | 0% | -9.78% | 减仓 |
| 13 | MSFT | Microsoft CORP | 0% | +1.83% | 加仓 |
| 14 | VTI | Vanguard Total Stock Mkt ETF | 0% | +6.64% | 加仓 |
| 15 | GOOGL | Alphabet Inc-cl A | — | +2.59% | 加仓 |
| 16 | IWF | Ishares Russell 1000 Growth | 0% | +4.17% | 加仓 |
| 17 | QQQ | Invesco Qqq Trust Series 1 | 0% | +6.48% | 加仓 |
| 18 | EFA | Ishares Msci Eafe ETF | 0% | +2.65% | 加仓 |
| 19 | CVX | Chevron CORP | 0% | -1.05% | 减仓 |
| 20 | BAC | Bank Of America CORP | 0% | +2.28% | 加仓 |
| 21 | JPM | Jpmorgan Chase & Co | 0% | +0.77% | 加仓 |
| 22 | MA | Mastercard INC - A | 0% | +0.02% | 加仓 |
| 23 | IJR | Ishares Core S&p Small-cap E | 0% | +9.11% | 加仓 |
| 24 | WFC | Wells Fargo & Co | 0% | -3.83% | 减仓 |
| 25 | PCAR | Paccar INC | 0% | -0.27% | 减仓 |
| 26 | T | At&t INC | 0% | -5.13% | 减仓 |
| 27 | IWM | Ishares Russell 2000 ETF | 0% | +2.03% | 加仓 |
| 28 | META | Meta Platforms Inc-class A | -0.1% | -1.80% | 减仓 |
| 29 | IBM | Intl Business Machines CORP | -0.1% | -3.33% | 减仓 |
| 30 | USB | US Bancorp | -0.1% | +0.29% | 加仓 |
| 31 | HD | Home Depot INC | -0.1% | -0.58% | 减仓 |
| 32 | ACN | Accenture plc | -0.1% | -1.15% | 减仓 |
| 33 | UTXZ | United Tech CORP | -0.1% | +1.49% | 加仓 |
| 34 | ALGN | Align Technology INC | -0.1% | -1.18% | 减仓 |
| 35 | TGT | Target CORP | -0.1% | -1.09% | 减仓 |
| 36 | CVS | Cvs Health CORP | -0.1% | -18.30% | 减仓 |
| 37 | CELG | Celgene CORP | -0.1% | -12.37% | 减仓 |
| 38 | WDC | Western Digital CORP | -0.1% | -37.29% | 减仓 |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +2.43% | 加仓 |
| 40 | EMR | Emerson Electric Co | -0.1% | -1.39% | 减仓 |
| 41 | SLB | Slb LTD | -0.2% | -20.97% | 减仓 |
| 42 | MDY | State Street Spdr S&p Midcap | -0.2% | -3.34% | 减仓 |
| 43 | AEP | American Electric Power Company, Inc. | -0.2% | -29.81% | 减仓 |
| 44 | XOM | Exxon Mobil CORP | -0.2% | -2.36% | 减仓 |
| 45 | AMZN | Amazon.com INC | -0.2% | +3.53% | 加仓 |
| 46 | AAPL | Apple INC | -0.5% | +0.04% | 加仓 |
| 47 | PXGBX | Praxair INC | — | EXIT | 清仓 |
| 48 | AXP | American Express Company | — | EXIT | 清仓 |
| 49 | LIN | Linde plc | — | NEW | 新建仓 |
| 50 | CI | THE Cigna Group | — | NEW | 新建仓 |