CIK: 0001138486
申报总市值
US$8.0亿
仅显示前 200 大持股（共 424 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 5.84% | -0.81% | +1.89% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 4.20% | -0.12% | +5.63% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 3.44% | — | +0.89% | |
| 4 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.46% | — | +2.80% | |
| 5 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 2.13% | — | +1.92% | |
| 6 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 2.10% | — | +3.40% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.85% | -0.33% | -1.04% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.85% | — | +0.78% | |
| 9 | INTC | Intel CORP | 股票-科技 | 1.80% | — | -1.33% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.77% | -0.75% | -24.33% | |
| 11 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 1.60% | — | — | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.57% | — | -3.25% | |
| 13 | DD | DuPont de Nemours, Inc. | 股票-其他 | 1.54% | — | +0.64% | |
| 14 | CSCO | Cisco Systems INC | 股票-科技 | 1.51% | -0.12% | -1.81% | |
| 15 | BA | Boeing Co/the | 股票-工业 | 1.49% | — | -1.22% | |
| 16 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 1.49% | — | — | |
| 17 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 1.43% | — | — | |
| 18 | PEP | Pepsico INC | 股票-非周期性消费 | 1.42% | — | +395.13% | |
| 19 | VZ | Verizon Communications INC | 股票-通信服务 | 1.39% | +0.21% | +8.56% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.39% | +0.16% | +1.79% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.35% | — | +1.37% | |
| 22 | PFE | Pfizer INC | 股票-医疗保健 | 1.34% | +0.14% | +0.10% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.31% | — | -11.95% | |
| 24 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.27% | — | -6.46% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.23% | — | +221.85% | |
| 26 | IP | International Paper Co | 股票-周期性消费 | 1.21% | — | +1.42% | |
| 27 | MO | Altria Group INC | 股票-非周期性消费 | 1.21% | +0.14% | +2.62% | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.19% | — | +5.12% | |
| 29 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 1.19% | — | -2.65% | |
| 30 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 1.18% | — | — | |
| 31 | PM | Philip Morris International | 股票-非周期性消费 | 1.18% | — | +18.85% | |
| 32 | BLKCHF | Blackrock INC | 股票-其他 | 1.15% | — | +3.67% | |
| 33 | WYNEUR | Wyndham Destinations INC | 股票-其他 | 1.15% | — | +358.47% | |
| 34 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.12% | — | +5.82% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 1.11% | +0.45% | -1.09% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 1.11% | — | +125.76% | |
| 37 | C | Citigroup INC | 股票-金融 | 1.11% | -0.15% | +15.50% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 1.10% | — | +19.47% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.09% | — | -0.77% | |
| 40 | HON | Honeywell International INC | 股票-工业 | 1.08% | — | +18.21% | |
| 41 | ✓ | 股票-其他 | 1.06% | — | — | ||
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.04% | — | -8.11% | |
| 43 | FDIQ | Inv Blb Fin Data Prv Etf-usi | ETF-其他 | 1.01% | — | — | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.01% | — | +4.13% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工业 | 1.00% | +0.12% | +292.90% | |
| 46 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.98% | — | — | |
| 47 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 0.96% | — | — | |
| 48 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.89% | -0.23% | +6.50% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.88% | — | +3.29% | |
| 50 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.87% | — | +4.54% |