CIK: 0000036104
申报总市值
US$823.9亿
仅显示前 200 大持股（共 3761 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 | 4.35% | -0.10% | +0.19% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.65% | -0.16% | -0.81% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.43% | +0.02% | +6.68% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.89% | -0.61% | +0.43% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.81% | +0.12% | +8.28% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.33% | +0.24% | +9.73% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.12% | — | +16.34% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.98% | -0.07% | +3.34% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.85% | +0.22% | +2.48% | |
| 10 | MMM | 3m Co | 股票-工业 | 1.63% | — | -3.21% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.38% | -0.05% | -14.86% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.35% | — | -1.00% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.14% | +0.14% | -1.40% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.14% | — | -2.36% | |
| 15 | USB | US Bancorp | 股票-金融 | 1.08% | — | +1.56% | |
| 16 | CPRT | Copart INC | 股票-工业 | 1.06% | — | -9.60% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.05% | -0.13% | -0.69% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.04% | — | -3.21% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | -0.09% | +1.87% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.01% | — | -1.42% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.88% | — | -9.27% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.88% | — | +12.65% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.86% | — | +0.77% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.85% | +0.37% | +7.85% | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.80% | -0.07% | -2.89% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.79% | -0.21% | -0.17% | |
| 27 | WMT | Walmart INC | 股票-非周期性消费 | 0.76% | +0.10% | +1.55% | |
| 28 | MA | Mastercard INC - A | 股票-金融 | 0.74% | -0.07% | -1.57% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.74% | — | +68.07% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.72% | -0.07% | +0.13% | |
| 31 | TGT | Target CORP | 股票-周期性消费 | 0.70% | — | +1.69% | |
| 32 | PEP | Pepsico INC | 股票-非周期性消费 | 0.69% | — | -1.04% | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.68% | -0.08% | -2.12% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.66% | — | +2.07% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | -0.05% | -2.96% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.62% | — | -0.67% | |
| 37 | PFE | Pfizer INC | 股票-医疗保健 | 0.62% | — | +2.40% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | -0.06% | -0.85% | |
| 39 | AMT | American Tower CORP | 股票-房地产 | 0.53% | — | +3.88% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | -0.06% | +1.17% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.52% | — | -0.86% | |
| 42 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.52% | — | +1.08% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.51% | — | -0.44% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | -0.04% | +4.36% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.51% | — | -1.22% | |
| 46 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.49% | — | +5.36% | |
| 47 | PCAR | Paccar INC | 股票-工业 | 0.49% | — | -1.18% | |
| 48 | ECL | Ecolab INC | 股票-原材料 | 0.48% | — | +8.52% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.48% | — | -8.81% | |
| 50 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.48% | — | -0.83% |