Wealthsource Partners, LLC — Q2 2021 13F 持股

Name: Wealthsource Partners, LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001674623

申报总市值

US$15.4亿

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仅显示前 200 大持股（共 458 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SCHX	Schwab US Large-cap ETF	ETF-其他	8.19%	—	+3.24%
2	ESGU	Ishares Esg Aware Msci USA	ETF-其他	7.30%	—	+2.55%
3	GOVT	Ishares US Treasury Bond ETF	ETF-政府公债	5.44%	—	+7.33%
4	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	4.59%	—	+32.31%
5	SPSB	Ss Spdr P St C CORP ETF	ETF-其他	3.53%	—	+8.73%
6	ESGE	Ishares INC Ishares Esg Awar	ETF-其他	3.49%	—	+5.10%
7	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	3.42%	—	+5.02%
8	EFV	Ishares Msci Eafe Value ETF	ETF-其他	3.25%	—	+18.06%
9	AAPL	Apple INC	股票-科技	2.44%	—	-1.24%
10	VLUE	Ishares Msci USA Value Facto	ETF-其他	2.43%	—	+6.42%
11	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	2.04%	—	+5.78%
12	FALN	Ishares Fallen Angels ETF	ETF-其他	1.23%	—	+6.95%
13	IXN	Ishares Global Tech ETF	ETF-科技型	1.21%	—	-36.94%
14	FTSM	First Trust Enh Short Mat Fd	ETF-其他	1.19%	—	+50.76%
15	IXG	Ishares Global Financials Et	ETF-其他	1.13%	—	—
16	MSFT	Microsoft CORP	股票-科技	1.13%	—	+4.12%
17	COMT	Ishares Gsci Commodity Dynam	ETF-避险与商品	1.12%	—	—
18	IYE	Ishares U.s. Energy ETF	ETF-其他	1.01%	—	+20.59%
19	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	0.99%	—	+3.21%
20	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.93%	—	-0.72%
21	WFC	Wells Fargo & Co	股票-金融	0.89%	—	+2.80%
22	MBB	Ishares Mbs ETF	ETF-其他	0.83%	—	+6.60%
23	FEX	First Trust Large Cap Core A	ETF-大型股与成长	0.74%	—	+18.32%
24	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-投资级公司债	0.69%	—	+13.45%
25	IHI	Ishares U.s. Medical Devices	ETF-其他	0.60%	—	-42.86%
26	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.56%	—	+0.08%
27	DFAU	Dimensional US Core Equity M	ETF-其他	0.53%	—	+108.39%
28	MUB	Ishares National Muni Bond E	ETF-其他	0.52%	—	+11.27%
29	AMZN	Amazon.com INC	股票-周期性消费	0.49%	—	+11.64%
30	JPST	Jpmorgan Ultra-short Income	ETF-其他	0.48%	—	-16.73%
31	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.48%	—	+4.31%
32	FYX	First Trust Small Cap Core A	ETF-中小型股	0.47%	—	+19.68%
33	QUAL	Ishares Msci USA Quality Fac	ETF-其他	0.47%	—	-7.78%
34	EMLP	First Trust North American E	ETF-其他	0.46%	—	+19.13%
35	IEF	Ishares 7-10 Year Treasury B	ETF-政府公债	0.45%	—	-1.93%
36	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.45%	—	-18.33%
37	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.40%	—	-1.22%
38	USHY	Ishares Broad Usd High Yield	ETF-非投资级债	0.39%	—	+1.11%
39	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.38%	—	-8.60%
40	EUSB	Ishr Esg Advn Universal Bd-$	ETF-其他	0.37%	—	+14.58%
41	NEAR	Ishares Sh Dba ETF Usd INC	ETF-其他	0.36%	—	-0.98%
42	GOOG	Alphabet Inc-cl C	股票-通信服务	0.34%	—	+14.14%
43	AGGY	Wisdomtree Yield Enhanced US	ETF-其他	0.34%	—	+7.27%
44	SUB	Ishares Short-term National	ETF-其他	0.32%	—	+49.11%
45	TGT	Target CORP	股票-周期性消费	0.31%	—	+2.80%
46	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	0.31%	—	+10.06%
47	TIP	Ishares Tips Bond ETF	ETF-其他	0.30%	—	+19.61%
48	AMGN	Amgen INC	股票-医疗保健	0.30%	—	+1.13%
49	SPYD	Ss Spdr P S&p 500 Hi Div ETF	ETF-大型股与成长	0.28%	—	+0.34%
50	JPM	Jpmorgan Chase & Co	股票-金融	0.28%	—	-16.93%

1–50 of 200