CIK: 0000036104
申报总市值
US$823.9亿
仅显示前 200 大持股（共 4140 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.47% | — | +8.83% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.95% | +0.02% | +2.74% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.68% | -0.10% | -0.47% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.29% | -0.16% | -3.04% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.17% | +0.12% | +5.42% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.68% | -0.61% | -2.33% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.44% | — | +1.43% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.35% | +0.24% | +0.69% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.73% | +0.22% | +3.51% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.43% | -0.21% | -0.67% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.32% | -0.07% | -1.98% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.24% | — | +1.99% | |
| 13 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.11% | -0.07% | -0.87% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.07% | -0.13% | +1884.02% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.06% | — | -3.85% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.04% | +0.14% | -2.93% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.03% | — | +1.11% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.02% | +0.37% | +2.72% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.96% | — | -0.09% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.95% | +0.09% | +87.26% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.92% | — | +8.86% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.91% | — | +57.81% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.90% | — | -1.32% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | -0.09% | -2.11% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.77% | — | -1.61% | |
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.76% | — | +2.26% | |
| 27 | USB | US Bancorp | 股票-金融 | 0.75% | — | -3.07% | |
| 28 | MMM | 3m Co | 股票-工业 | 0.75% | — | -4.71% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.75% | -0.05% | -5.55% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.73% | — | +7.84% | |
| 31 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.71% | — | +4.35% | |
| 32 | ABBV | Abbvie INC | 股票-医疗保健 | 0.71% | — | -1.31% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.68% | — | -1.70% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | +0.20% | -1.22% | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.68% | — | -2.21% | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.67% | — | -1.37% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.63% | -0.08% | -1.20% | |
| 38 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.62% | — | +7.16% | |
| 39 | WMT | Walmart INC | 股票-非周期性消费 | 0.61% | +0.10% | -5.71% | |
| 40 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.61% | +0.15% | -6.07% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.59% | -0.07% | -1.43% | |
| 42 | CPRT | Copart INC | 股票-工业 | 0.58% | — | -20.89% | |
| 43 | TGT | Target CORP | 股票-周期性消费 | 0.57% | — | +2.15% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.55% | — | +6.74% | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.55% | -0.07% | -3.54% | |
| 46 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.53% | — | +2.32% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | +0.10% | -1.99% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.14% | -4.25% | |
| 49 | AMT | American Tower CORP | 股票-房地产 | 0.50% | — | -1.03% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.48% | — | -2.04% |