CIK: 0000036104
申报总市值
US$823.9亿
仅显示前 200 大持股（共 3698 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 | 4.61% | -0.10% | -0.37% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.25% | -0.61% | -0.28% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.13% | -0.16% | -1.31% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.94% | +0.12% | +14.95% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.74% | +0.02% | +18.07% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.00% | -0.07% | -0.19% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.94% | +0.24% | +2.29% | |
| 8 | MMM | 3m Co | 股票-工业 | 1.85% | — | -0.11% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.78% | -0.05% | +32.42% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.66% | +0.22% | +7.92% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.57% | — | +9.19% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.47% | — | -1.57% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.33% | — | -11.52% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.27% | +0.14% | -1.47% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.12% | — | -3.38% | |
| 16 | USB | US Bancorp | 股票-金融 | 1.08% | — | -6.54% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.06% | -0.13% | +3.27% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.03% | — | -0.19% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.93% | -0.21% | -0.16% | |
| 20 | CPRT | Copart INC | 股票-工业 | 0.93% | — | +1.83% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.91% | — | -0.23% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | -0.09% | +5.46% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.89% | — | -16.36% | |
| 24 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.87% | -0.07% | -3.12% | |
| 25 | INTC | Intel CORP | 股票-科技 | 0.80% | — | -1.43% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.79% | — | -16.40% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.78% | -0.07% | +0.66% | |
| 28 | PEP | Pepsico INC | 股票-非周期性消费 | 0.76% | — | -1.10% | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.75% | +0.10% | -1.51% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.75% | — | -0.70% | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.72% | -0.07% | +0.03% | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.70% | -0.08% | +0.26% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.70% | — | -4.62% | |
| 34 | AMT | American Tower CORP | 股票-房地产 | 0.69% | — | +5.51% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.64% | -0.05% | -0.28% | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.63% | — | +4.60% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | -0.06% | +4.49% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.60% | — | -3.14% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | +0.20% | -3.47% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.54% | — | -1.35% | |
| 41 | TGT | Target CORP | 股票-周期性消费 | 0.54% | — | +2.05% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | -0.06% | +0.05% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.53% | — | +5.81% | |
| 44 | PCAR | Paccar INC | 股票-工业 | 0.52% | — | -0.09% | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.51% | — | -6.85% | |
| 46 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.51% | — | +10.86% | |
| 47 | ECL | Ecolab INC | 股票-原材料 | 0.49% | — | -1.04% | |
| 48 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.48% | — | +4.76% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.47% | +0.14% | -2.54% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.47% | -0.06% | -1.16% |