Wealthsource Partners, LLC — Q1 2022 13F 持股

Name: Wealthsource Partners, LLC — 13F Holdings, Q1 2022
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 570 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	8.88%	—	+190.46%
2	ESGU	Ishares Esg Aware Msci USA	ETF-其他	7.41%	—	+27.69%
3	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	5.38%	—	+39.88%
4	GOVT	Ishares US Treasury Bond ETF	ETF-政府公债	3.66%	—	+13.95%
5	AAPL	Apple INC	股票-科技	3.44%	—	+59.72%
6	MSFT	Microsoft CORP	股票-科技	2.52%	—	+173.37%
7	EFV	Ishares Msci Eafe Value ETF	ETF-其他	2.40%	—	-7.88%
8	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	2.26%	—	-16.93%
9	AMZN	Amazon.com INC	股票-周期性消费	1.61%	—	+303.69%
10	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.55%	—	-2.57%
11	ESGE	Ishares INC Ishares Esg Awar	ETF-其他	1.52%	—	+10.65%
12	COMT	Ishares Gsci Commodity Dynam	ETF-避险与商品	1.29%	—	+33.60%
13	VLUE	Ishares Msci USA Value Facto	ETF-其他	1.26%	—	-21.11%
14	IXN	Ishares Global Tech ETF	ETF-科技型	1.26%	—	+0.57%
15	FALN	Ishares Fallen Angels ETF	ETF-其他	1.16%	—	-23.97%
16	TIP	Ishares Tips Bond ETF	ETF-其他	1.06%	—	-43.37%
17	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.98%	—	+26.30%
18	IYE	Ishares U.s. Energy ETF	ETF-其他	0.93%	—	-0.49%
19	IVLU	Ishares Msci International V	ETF-其他	0.69%	—	+130.52%
20	FEX	First Trust Large Cap Core A	ETF-大型股与成长	0.67%	—	+11.40%
21	GLD	Spdr Gold Shares	ETF-避险与商品	0.66%	—	+471.79%
22	WFC	Wells Fargo & Co	股票-金融	0.64%	—	-4.09%
23	MBB	Ishares Mbs ETF	ETF-其他	0.63%	—	+1.76%
24	GOOG	Alphabet Inc-cl C	股票-通信服务	0.62%	—	+137.42%
25	FTSM	First Trust Enh Short Mat Fd	ETF-其他	0.62%	—	-23.49%
26	SUB	Ishares Short-term National	ETF-其他	0.61%	—	+15.26%
27	AGGY	Wisdomtree Yield Enhanced US	ETF-其他	0.60%	—	+66.53%
28	JNJ	Johnson & Johnson	股票-医疗保健	0.59%	—	+170.87%
29	QUAL	Ishares Msci USA Quality Fac	ETF-其他	0.58%	—	+72.76%
30	DIS	Walt Disney Co/the	股票-通信服务	0.58%	—	+374.37%
31	IEF	Ishares 7-10 Year Treasury B	ETF-政府公债	0.55%	—	+44.27%
32	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.54%	—	-9.27%
33	JPM	Jpmorgan Chase & Co	股票-金融	0.52%	—	+146.43%
34	COST	Costco Wholesale CORP	股票-非周期性消费	0.51%	—	+172.99%
35	MRK	Merck & Co. INC.	股票-医疗保健	0.50%	—	+362.99%
36	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公债	0.49%	—	+134.93%
37	META	Meta Platforms Inc-class A	股票-通信服务	0.46%	—	+283.25%
38	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.46%	—	-2.09%
39	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-投资级公司债	0.45%	—	-14.92%
40	TLH	Ishares 10-20 Year Treasury	ETF-政府公债	0.44%	—	—
41	DFAU	Dimensional US Core Equity M	ETF-其他	0.44%	—	+0.28%
42	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.43%	—	+5.17%
43	EUSB	Ishr Esg Advn Universal Bd-$	ETF-其他	0.43%	—	-3.10%
44	FYX	First Trust Small Cap Core A	ETF-中小型股	0.40%	—	+8.89%
45	VZ	Verizon Communications INC	股票-通信服务	0.40%	—	+116.16%
46	EMLP	First Trust North American E	ETF-其他	0.40%	—	-2.85%
47	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.39%	—	-5.82%
48	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.39%	—	-1.06%
49	BMY	Bristol-myers Squibb Co	股票-医疗保健	0.37%	—	+193.49%
50	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.35%	—	+35.93%

1–50 of 200