CIK: 0000757657
申报总市值
US$79.9亿
仅显示前 200 大持股（共 861 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 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 3.20% | -0.23% | +3.42% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.65% | -0.07% | -5.28% | |
| 3 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.26% | — | +9.44% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.24% | -0.10% | +29.79% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.14% | -0.10% | -14.68% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.59% | — | — | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.38% | -0.24% | -2.89% | |
| 8 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.29% | — | — | |
| 9 | T | At&t INC | 股票-通信服务 | 1.12% | — | +1.09% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.11% | — | +0.04% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | -0.41% | -4.43% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.06% | — | — | |
| 13 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.02% | — | -3.31% | |
| 14 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.96% | — | — | |
| 15 | WMT | Walmart INC | 股票-非周期性消费 | 0.92% | +0.40% | +2.46% | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 0.85% | — | -7.51% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | +0.13% | -5.68% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.80% | — | — | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 0.78% | — | -1.88% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.74% | — | +1.75% | |
| 21 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.73% | — | +2.68% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.70% | — | — | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.69% | — | +3.42% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.68% | +0.20% | -7.54% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | -0.11% | +1.25% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.63% | — | +0.64% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | — | +1.67% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.62% | -0.31% | -8.38% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.62% | -0.17% | -0.61% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.61% | — | — | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.60% | — | — | |
| 32 | INTC | Intel CORP | 股票-科技 | 0.60% | — | -0.90% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.59% | — | -8.31% | |
| 34 | MO | Altria Group INC | 股票-非周期性消费 | 0.58% | — | -8.10% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | — | +8.77% | |
| 36 | UPS | United Parcel Service-cl B | 股票-工业 | 0.55% | — | +17.73% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.54% | — | +1.08% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.51% | — | — | |
| 39 | PFE | Pfizer INC | 股票-医疗保健 | 0.51% | — | +9.29% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.50% | — | +7.07% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.49% | — | -27.45% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.48% | — | +2.32% | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.48% | — | +8.67% | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.48% | +0.10% | -1.95% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.48% | — | +3.90% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | -0.08% | +3.18% | |
| 47 | ABBV | Abbvie INC | 股票-医疗保健 | 0.46% | — | -9.52% | |
| 48 | SIG | Signet Jewelers Limited | 股票-周期性消费 | 0.46% | — | +5.61% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.45% | — | -6.68% | |
| 50 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.43% | — | — |