CIK: 0000036104
申报总市值
US$823.9亿
仅显示前 200 大持股（共 3884 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 | 4.28% | -0.10% | -1.01% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.67% | +0.02% | +7.37% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.12% | -0.16% | -1.23% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.87% | -0.61% | -0.21% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.68% | +0.12% | +5.27% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.55% | — | +18.73% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.52% | +0.24% | +10.86% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.94% | +0.22% | +8.02% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.80% | -0.07% | +2.25% | |
| 10 | MMM | 3m Co | 股票-工业 | 1.62% | — | -4.32% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.25% | — | +1.12% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.21% | -0.05% | -8.10% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.09% | +1.47% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.18% | — | -2.38% | |
| 15 | USB | US Bancorp | 股票-金融 | 1.16% | — | -2.99% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.15% | -0.13% | -1.12% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.10% | +0.14% | -1.86% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.03% | — | +1.03% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.00% | — | -0.78% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.99% | +0.37% | +10.32% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.98% | — | +10.69% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.96% | — | +0.95% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.91% | — | -0.26% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.82% | -0.21% | +0.05% | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.80% | -0.07% | +0.39% | |
| 26 | CPRT | Copart INC | 股票-工业 | 0.78% | — | -7.61% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 0.75% | — | +4.18% | |
| 28 | TGT | Target CORP | 股票-周期性消费 | 0.74% | — | +0.22% | |
| 29 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.73% | -0.07% | -0.36% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.70% | — | +1.66% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.69% | -0.07% | +0.07% | |
| 32 | WMT | Walmart INC | 股票-非周期性消费 | 0.68% | +0.10% | +1.77% | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.68% | -0.08% | +0.10% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | -0.04% | +2.38% | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.61% | — | -1.27% | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.60% | — | -3.37% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.59% | -0.06% | +0.39% | |
| 38 | PFE | Pfizer INC | 股票-医疗保健 | 0.58% | — | +2.03% | |
| 39 | ABBV | Abbvie INC | 股票-医疗保健 | 0.58% | — | -1.26% | |
| 40 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.58% | — | +17.17% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.58% | -0.05% | -2.06% | |
| 42 | AMT | American Tower CORP | 股票-房地产 | 0.56% | — | +5.60% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.55% | — | +18.36% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.52% | — | +1.75% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.50% | -0.06% | -1.02% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.49% | — | -0.41% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.49% | — | -1.06% | |
| 48 | PCAR | Paccar INC | 股票-工业 | 0.49% | — | -0.18% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | +0.20% | -3.67% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | -0.06% | -2.74% |