CIK: 0001138486
申报总市值
US$8.0亿
仅显示前 200 大持股（共 466 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 | 5.12% | -0.81% | -1.80% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 4.33% | -0.12% | -5.85% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 3.80% | — | -4.71% | |
| 4 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 3.70% | — | -5.21% | |
| 5 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 3.03% | — | +1.38% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.93% | -0.33% | -7.01% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.74% | -0.75% | -6.89% | |
| 8 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 1.98% | — | +0.42% | |
| 9 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 1.97% | — | +1.61% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.74% | -0.18% | -0.52% | |
| 11 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.69% | — | +32.56% | |
| 12 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.65% | +0.15% | -2.87% | |
| 13 | CSCO | Cisco Systems INC | 股票-科技 | 1.56% | -0.12% | +2.72% | |
| 14 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 1.52% | — | +25.99% | |
| 15 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.48% | — | -5.75% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.47% | — | -9.78% | |
| 17 | DOW | Dow INC | 股票-原材料 | 1.44% | — | -8.13% | |
| 18 | PFE | Pfizer INC | 股票-医疗保健 | 1.43% | +0.14% | -0.71% | |
| 19 | PFXF | Vaneck Pref Sec X-financials | ETF-其他 | 1.43% | — | +65.99% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.39% | +0.16% | -6.01% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.38% | — | +16025.67% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.34% | — | -36.76% | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 1.31% | +0.21% | +3.48% | |
| 24 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.30% | -0.23% | -3.39% | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.28% | — | -26.74% | |
| 26 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.27% | +0.15% | -5.21% | |
| 27 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.27% | — | +7.54% | |
| 28 | CCI | Crown Castle INC | 股票-房地产 | 1.25% | -0.48% | +2340.68% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 1.20% | — | +7.98% | |
| 30 | T | At&t INC | 股票-通信服务 | 1.20% | — | -0.16% | |
| 31 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 1.19% | — | +17.50% | |
| 32 | LMT | Lockheed Martin CORP | 股票-工业 | 1.13% | +0.12% | -1.19% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.11% | — | +29.37% | |
| 34 | SO | Southern Co/the | 股票-公用事业 | 1.11% | — | +4.33% | |
| 35 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 1.10% | — | -29.29% | |
| 36 | FEMB | First Trust Emerging Markets | ETF-新兴市场 | 1.02% | — | +5.55% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.01% | -0.19% | -1.74% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.01% | — | -2.74% | |
| 39 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.98% | — | +15.84% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.96% | — | +329.02% | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.93% | — | +9.29% | |
| 42 | AXP | American Express Co | 股票-金融 | 0.92% | — | -4.31% | |
| 43 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.89% | — | -43.78% | |
| 44 | C | Citigroup INC | 股票-金融 | 0.89% | -0.15% | +1.56% | |
| 45 | MO | Altria Group INC | 股票-非周期性消费 | 0.88% | +0.14% | -6.83% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.81% | — | +4.48% | |
| 47 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.79% | — | +57.64% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.79% | — | -4.03% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.76% | +0.45% | +0.89% | |
| 50 | MDT | Medtronic plc | 股票-医疗保健 | 0.71% | — | +2.56% |