CIK: 0000354497
申报总市值
US$61.2亿
仅显示前 200 大持股（共 414 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 14.74% | — | +660.60% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.41% | — | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.15% | — | -6.64% | |
| 4 | MBB | Ishares Mbs ETF | ETF-其他 | 1.96% | — | +9.21% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.58% | — | -16.76% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.38% | — | +9.55% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.36% | — | +10.33% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.27% | — | -50.79% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.21% | — | -8.16% | |
| 10 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 1.21% | — | — | |
| 11 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 1.05% | — | +191.76% | |
| 12 | IUS | Invesco Rafi Strategic US Et | ETF-其他 | 1.05% | — | -66.76% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.98% | — | -8.99% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.97% | — | -39.84% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.93% | — | +44.37% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 0.86% | — | +15.52% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.86% | — | -20.81% | |
| 18 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-其他 | 0.85% | — | +550.25% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 0.84% | — | +36.74% | |
| 20 | ABBV | Abbvie INC | 股票-医疗保健 | 0.83% | — | +15.70% | |
| 21 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.81% | — | +21.88% | |
| 22 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.81% | — | +24.90% | |
| 23 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.80% | — | +18.80% | |
| 24 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.79% | — | +9.33% | |
| 25 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.75% | — | +18.03% | |
| 26 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.75% | — | +7.38% | |
| 27 | IIGD | Invesco Inv Grade Defensive | ETF-其他 | 0.75% | — | -48.55% | |
| 28 | T | At&t INC | 股票-通信服务 | 0.72% | — | +125.40% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.70% | — | +6.96% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.69% | — | -15.20% | |
| 31 | IUSSEUR | Invesco Rafi Strategic US Sm | ETF-其他 | 0.67% | — | +33.95% | |
| 32 | UPS | United Parcel Service-cl B | 股票-工业 | 0.66% | — | +63.52% | |
| 33 | ISDXEUR | Invesco Rafi Strategic Deve | ETF-其他 | 0.65% | — | -61.56% | |
| 34 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 0.64% | — | +2.71% | |
| 35 | SRE | Sempra | 股票-公用事业 | 0.64% | — | +14.65% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | — | +10.59% | |
| 37 | IDLV | Invesco S&p International De | ETF-其他 | 0.62% | — | -36.31% | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 0.62% | — | -3.00% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.61% | — | +21.86% | |
| 40 | AAPL | Apple INC | 股票-科技 | 0.61% | — | +4.02% | |
| 41 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.61% | — | -37.47% | |
| 42 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-其他 | 0.60% | — | +2.76% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | — | +19.32% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.58% | — | +22.32% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.58% | — | -2.37% | |
| 46 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.57% | — | +8.18% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.54% | — | -4.31% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.52% | — | +19.08% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.52% | — | -3.58% | |
| 50 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.52% | — | -12.87% |