CIK: 0001138486
申报总市值
US$8.0亿
仅显示前 200 大持股（共 406 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 | 5.23% | -0.81% | -0.78% | |
| 2 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 4.32% | — | +1.58% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 4.02% | -0.12% | -0.83% | |
| 4 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.94% | — | +3.33% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.91% | -0.75% | +8.14% | |
| 6 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 2.79% | — | +22.73% | |
| 7 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 2.73% | — | -2.11% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.71% | -0.33% | -2.90% | |
| 9 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 2.63% | — | +3.63% | |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.50% | — | +6.49% | |
| 11 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 2.08% | — | -38.89% | |
| 12 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.91% | — | +16.53% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.71% | — | +0.76% | |
| 14 | PFE | Pfizer INC | 股票-医疗保健 | 1.67% | +0.14% | +3.21% | |
| 15 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.62% | — | +3.18% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.61% | +0.16% | -0.41% | |
| 17 | T | At&t INC | 股票-通信服务 | 1.53% | — | -12.05% | |
| 18 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.43% | — | +0.17% | |
| 19 | VZ | Verizon Communications INC | 股票-通信服务 | 1.42% | +0.21% | +4.81% | |
| 20 | LMT | Lockheed Martin CORP | 股票-工业 | 1.40% | +0.12% | +2.99% | |
| 21 | INTC | Intel CORP | 股票-科技 | 1.35% | — | -2.85% | |
| 22 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.33% | -0.23% | +13.47% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | — | -22.26% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.25% | — | +0.17% | |
| 25 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 1.24% | — | -7.79% | |
| 26 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.23% | +0.15% | -32.47% | |
| 27 | CSCO | Cisco Systems INC | 股票-科技 | 1.18% | -0.12% | +9.93% | |
| 28 | AOS | Smith (a.o.) CORP | 股票-工业 | 1.08% | — | +315.84% | |
| 29 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.06% | — | +6.23% | |
| 30 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.05% | — | +6.55% | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.04% | — | +4960.79% | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.03% | — | +1.92% | |
| 33 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.03% | — | -4.34% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.02% | — | -38.29% | |
| 35 | AVGO | Broadcom INC | 股票-科技 | 0.96% | -0.18% | +9.56% | |
| 36 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.94% | — | +12.01% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.91% | — | +1207.90% | |
| 38 | MO | Altria Group INC | 股票-非周期性消费 | 0.91% | +0.14% | -1.53% | |
| 39 | BA | Boeing Co/the | 股票-工业 | 0.87% | — | +10.69% | |
| 40 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.87% | — | +99.85% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.86% | — | -39.27% | |
| 42 | AXP | American Express Co | 股票-金融 | 0.82% | — | +218.55% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.81% | +0.45% | +6.75% | |
| 44 | MDT | Medtronic plc | 股票-医疗保健 | 0.73% | — | +1602.43% | |
| 45 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.73% | — | +37403.87% | |
| 46 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.69% | — | +9.18% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | -0.19% | +1.10% | |
| 48 | GIS | General Mills INC | 股票-非周期性消费 | 0.68% | +0.10% | +11.31% | |
| 49 | PFXF | Vaneck Pref Sec X-financials | ETF-其他 | 0.62% | — | -1.90% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.61% | — | -4.26% |