CIK: 0001722117
申報總市值
US$1.7億
僅顯示前 200 大持股（共 396 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.82% | — | -0.65% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.73% | — | +3.09% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.66% | — | -4.69% | |
| 4 | VHT | Vanguard Health Care ETF | ETF-其他 | 3.62% | — | +0.49% | |
| 5 | PEP | Pepsico INC | 股票-非循環性消費 | 3.59% | — | +2.91% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.93% | — | -0.87% | |
| 7 | VFH | Vanguard Financials ETF | ETF-其他 | 2.87% | — | +1.06% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.39% | — | +4.65% | |
| 9 | TJX | Tjx Companies INC | 股票-循環性消費 | 2.25% | — | +0.08% | |
| 10 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.92% | — | +182.40% | |
| 11 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 1.70% | — | -6.85% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.68% | — | +1.47% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.57% | — | +0.10% | |
| 14 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.48% | — | +2.49% | |
| 15 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 1.48% | — | +0.47% | |
| 16 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.42% | — | -0.00% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.41% | — | +4.25% | |
| 18 | CLX | Clorox Company | 股票-非循環性消費 | 1.39% | — | +0.09% | |
| 19 | WELL | Welltower INC | 股票-房地產 | 1.37% | — | -2.36% | |
| 20 | AMT | American Tower CORP | 股票-房地產 | 1.37% | — | +0.08% | |
| 21 | O | Realty Income CORP | 股票-房地產 | 1.26% | — | +0.23% | |
| 22 | UTXZ | United Tech CORP | 股票-其他 | 1.17% | — | +7.07% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 1.16% | — | +155.02% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.16% | — | +370.37% | |
| 25 | WEP | Magellan Midstream Partners | 股票-其他 | 1.15% | — | -8.26% | |
| 26 | INTC | Intel CORP | 股票-科技 | 1.14% | — | +0.16% | |
| 27 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.12% | — | -1.26% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.00% | — | -3.16% | |
| 29 | UPS | United Parcel Service-cl B | 股票-工業 | 0.98% | — | +39.88% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.93% | — | -2.18% | |
| 31 | AMGN | Amgen INC | 股票-醫療保健 | 0.90% | — | +1.19% | |
| 32 | USB | US Bancorp | 股票-金融 | 0.87% | — | -0.75% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.86% | — | — | |
| 34 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.85% | — | -0.83% | |
| 35 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.85% | — | +14.22% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.83% | — | -11.62% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.80% | — | -0.78% | |
| 38 | BBTUSD | Bb&t CORP | 股票-其他 | 0.79% | — | +0.25% | |
| 39 | AEP | American Electric Power | 股票-公用事業 | 0.76% | — | -4.79% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.74% | — | +0.32% | |
| 41 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.73% | — | +0.06% | |
| 42 | EMR | Emerson Electric Co | 股票-工業 | 0.72% | — | +3.95% | |
| 43 | MMM | 3m Co | 股票-工業 | 0.70% | — | +0.13% | |
| 44 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.66% | — | +0.45% | |
| 45 | VYGR | Voyager Therapeutics INC | 股票-其他 | 0.63% | — | -23.08% | |
| 46 | UL | Unilever PLC | 股票-非循環性消費 | 0.62% | — | +0.17% | |
| 47 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.60% | — | +2.68% | |
| 48 | ALNY | Alnylam Pharmaceuticals INC | 股票-醫療保健 | 0.58% | — | -2.20% | |
| 49 | PFE | Pfizer INC | 股票-醫療保健 | 0.57% | — | +17.82% | |
| 50 | VTV | Vanguard Value ETF | ETF-其他 | 0.57% | — | -1.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CMCSA | Comcast Corp-class A | +1.3% | +182.40% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +0.9% | +370.37% | 加碼 |
| 3 | ORCL | Oracle CORP | +0.7% | +155.02% | 加碼 |
| 4 | UPS | United Parcel Service-cl B | +0.3% | +39.88% | 加碼 |
| 5 | ABT | Abbott Laboratories | +0.2% | +125.45% | 加碼 |
| 6 | AMZN | Amazon.com INC | +0.2% | +4.65% | 加碼 |
| 7 | VYGR | Voyager Therapeutics INC | +0.2% | -23.08% | 減碼 |
| 8 | ABBV | Abbvie INC | +0.2% | +122.75% | 加碼 |
| 9 | TXN | Texas Instruments INC | +0.2% | +2168.24% | 加碼 |
| 10 | MSFT | Microsoft CORP | +0.2% | +3.09% | 加碼 |
| 11 | BP | Bp Plc-spons Adr | +0.2% | +369.18% | 加碼 |
| 12 | UTXZ | United Tech CORP | +0.1% | +7.07% | 加碼 |
| 13 | T | At&t INC | +0.1% | +87.07% | 加碼 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +281.57% | 加碼 |
| 15 | BTI | British American Tob-sp Adr | +0.1% | NEW | 新建倉 |
| 16 | AMT | American Tower CORP | +0.1% | +0.08% | 加碼 |
| 17 | VB | Vanguard Small-cap ETF | +0.1% | +77.02% | 加碼 |
| 18 | TJX | Tjx Companies INC | +0.1% | +0.08% | 加碼 |
| 19 | MA | Mastercard INC - A | +0.1% | -2.18% | 減碼 |
| 20 | BA | Boeing Co/the | +0.1% | +15.24% | 加碼 |
| 21 | SYK | Stryker CORP | +0.1% | +12.25% | 加碼 |
| 22 | ALNY | Alnylam Pharmaceuticals INC | +0.1% | -2.20% | 減碼 |
| 23 | DE | Deere & Co | +0.1% | +22.21% | 加碼 |
| 24 | CSCO | Cisco Systems INC | +0.1% | +0.11% | 加碼 |
| 25 | PG | Procter & Gamble Co/the | 0% | +4.25% | 加碼 |
| 26 | VZ | Verizon Communications INC | 0% | +14.22% | 加碼 |
| 27 | EMR | Emerson Electric Co | 0% | +3.95% | 加碼 |
| 28 | PAYX | Paychex INC | 0% | -1.13% | 減碼 |
| 29 | O | Realty Income CORP | 0% | +0.23% | 加碼 |
| 30 | VGT | Vanguard Info Tech ETF | 0% | -3.16% | 減碼 |
| 31 | AAPL | Apple INC | — | -4.69% | 減碼 |
| 32 | INTC | Intel CORP | — | +0.16% | 加碼 |
| 33 | VCR | Vanguard Consumer Discre ETF | 0% | -0.83% | 減碼 |
| 34 | PEP | Pepsico INC | 0% | +2.91% | 加碼 |
| 35 | VIG | Vanguard Dividend Apprec ETF | 0% | +1.47% | 加碼 |
| 36 | BDX | Becton Dickinson And Co | 0% | +2.49% | 加碼 |
| 37 | GOOG | Alphabet Inc-cl C | 0% | — | 不變 |
| 38 | NKE | Nike INC -cl B | 0% | -1.26% | 減碼 |
| 39 | WELL | Welltower INC | -0.1% | -2.36% | 減碼 |
| 40 | MCD | Mcdonald's CORP | -0.1% | +0.10% | 加碼 |
| 41 | VFH | Vanguard Financials ETF | -0.1% | +1.06% | 加碼 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -70.55% | 減碼 |
| 43 | VXUS | Vanguard Total Intl Stock | -0.2% | -0.87% | 減碼 |
| 44 | ✓ | -0.2% | -66.64% | 減碼 | |
| 45 | VHT | Vanguard Health Care ETF | -0.2% | +0.49% | 加碼 |
| 46 | JNJ | Johnson & Johnson | -0.3% | -0.65% | 減碼 |
| 47 | ENB | Enbridge INC | — | EXIT | 清倉 |
| 48 | SMG | Scotts Miracle-gro Co | — | NEW | 新建倉 |
| 49 | KHC | Kraft Heinz Co/the | — | EXIT | 清倉 |
| 50 | IWF | Ishares Russell 1000 Growth | — | EXIT | 清倉 |