CIK: 0001138486
申报总市值
US$8.0亿
仅显示前 200 大持股（共 501 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 | 5.37% | -0.81% | +0.47% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 4.25% | -0.12% | +0.36% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 3.77% | — | +2.91% | |
| 4 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 3.56% | — | -0.33% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.08% | -0.33% | +0.50% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.01% | -0.75% | +2.19% | |
| 7 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 2.81% | — | -1.05% | |
| 8 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 1.80% | — | -1.98% | |
| 9 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.74% | — | +7.94% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.71% | -0.18% | +2.34% | |
| 11 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.68% | +0.15% | +2.69% | |
| 12 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 1.66% | — | +14.51% | |
| 13 | PFXF | Vaneck Pref Sec X-financials | ETF-其他 | 1.58% | — | +15.11% | |
| 14 | CSCO | Cisco Systems INC | 股票-科技 | 1.48% | -0.12% | -0.58% | |
| 15 | PFE | Pfizer INC | 股票-医疗保健 | 1.46% | +0.14% | +1.35% | |
| 16 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.43% | — | -3.50% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.43% | — | -1.19% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.38% | — | -1.27% | |
| 19 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.35% | — | +4.40% | |
| 20 | DOW | Dow INC | 股票-原材料 | 1.34% | — | +0.53% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.32% | +0.16% | +1.66% | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.31% | +0.15% | +6.19% | |
| 23 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.30% | -0.23% | -3.81% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.30% | — | +3.28% | |
| 25 | CCI | Crown Castle INC | 股票-房地产 | 1.29% | -0.48% | -2.46% | |
| 26 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 1.27% | — | -31.08% | |
| 27 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.25% | — | +2.03% | |
| 28 | VZ | Verizon Communications INC | 股票-通信服务 | 1.22% | +0.21% | +3.34% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 1.22% | — | +4.38% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.16% | — | +7.59% | |
| 31 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 1.13% | — | +0.92% | |
| 32 | T | At&t INC | 股票-通信服务 | 1.10% | — | +3.08% | |
| 33 | LMT | Lockheed Martin CORP | 股票-工业 | 1.08% | +0.12% | -0.41% | |
| 34 | SO | Southern Co/the | 股票-公用事业 | 1.04% | — | +3.00% | |
| 35 | FEMB | First Trust Emerging Markets | ETF-新兴市场 | 1.03% | — | +7.27% | |
| 36 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 1.03% | — | +10.83% | |
| 37 | C | Citigroup INC | 股票-金融 | 1.01% | -0.15% | +25.12% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.01% | -0.19% | -10.23% | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.98% | — | +1.86% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.97% | — | +4.79% | |
| 41 | AXP | American Express Co | 股票-金融 | 0.96% | — | -4.16% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.95% | — | -2.31% | |
| 43 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.87% | — | +16.15% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.79% | — | -1.35% | |
| 45 | LEMB | Ishares Jp Morgan Em Local C | ETF-其他 | 0.79% | — | +12248.68% | |
| 46 | MO | Altria Group INC | 股票-非周期性消费 | 0.79% | +0.14% | +2.68% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.79% | — | -1.72% | |
| 48 | MMM | 3m Co | 股票-工业 | 0.77% | — | +56.22% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.73% | +0.45% | +3.00% | |
| 50 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.70% | — | +7.29% |