CIK: 0001580830
申報總市值
US$29.2億
僅顯示前 200 大持股（共 230 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 | AAPL | Apple INC | 股票-科技 | 5.63% | +0.17% | +4.67% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.84% | — | +52.34% | |
| 3 | WDC | Western Digital CORP | 股票-科技 | 3.27% | — | +0.84% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.77% | -0.23% | +16.98% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.72% | — | +3.07% | |
| 6 | UPS | United Parcel Service-cl B | 股票-工業 | 2.52% | — | +2.87% | |
| 7 | LMT | Lockheed Martin CORP | 股票-工業 | 2.51% | — | +6.06% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.50% | — | -10.50% | |
| 9 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.49% | — | +22.98% | |
| 10 | AMGN | Amgen INC | 股票-醫療保健 | 2.48% | — | +5.20% | |
| 11 | CSCO | Cisco Systems INC | 股票-科技 | 2.46% | +0.08% | +4.70% | |
| 12 | DD | DuPont de Nemours, Inc. | 股票-其他 | 2.42% | — | — | |
| 13 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.38% | +0.02% | +4.59% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.32% | -0.47% | +12.39% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.29% | +0.05% | +7.63% | |
| 16 | INTC | Intel CORP | 股票-科技 | 2.24% | — | +5.69% | |
| 17 | VZ | Verizon Communications INC | 股票-通訊服務 | 2.23% | -0.12% | +10.71% | |
| 18 | UTXZ | United Tech CORP | 股票-其他 | 2.12% | — | +21.84% | |
| 19 | CB | Chubb Limited | 股票-金融 | 2.05% | — | +4.95% | |
| 20 | ETN | Eaton Corporation plc | 股票-工業 | 2.03% | -0.19% | +6.28% | |
| 21 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 2.01% | — | -7.23% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.98% | — | +7.11% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.71% | — | — | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.60% | +0.75% | -0.48% | |
| 25 | ETRA | E*trade Financial CORP | 股票-其他 | 1.45% | — | +8.24% | |
| 26 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.41% | — | +17.10% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 1.40% | — | +14.45% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.40% | -0.38% | +19.03% | |
| 29 | URI | United Rentals INC | 股票-工業 | 1.29% | — | +8.77% | |
| 30 | IDV | Ishares International Select | ETF-其他 | 1.16% | — | +7.35% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.14% | — | +55.60% | |
| 32 | NFLX | Netflix INC | 股票-通訊服務 | 1.09% | -0.28% | +17.35% | |
| 33 | MBB | Ishares Mbs ETF | ETF-其他 | 0.97% | — | +39.37% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.93% | — | +11.99% | |
| 35 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.82% | +0.40% | +14.63% | |
| 36 | ABBV | Abbvie INC | 股票-醫療保健 | 0.66% | +0.06% | -47.13% | |
| 37 | PANW | Palo Alto Networks INC | 股票-科技 | 0.63% | -0.54% | +110.11% | |
| 38 | ADBE | Adobe INC | 股票-科技 | 0.57% | — | +21.66% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | +0.32% | +7.25% | |
| 40 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.56% | — | +31.81% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.54% | — | +7.67% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | — | +31.38% | |
| 43 | AAL | American Airlines Group INC | 股票-工業 | 0.52% | — | -0.91% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.51% | — | +52.62% | |
| 45 | GS | Goldman Sachs Group INC | 股票-金融 | 0.49% | +0.33% | +14.50% | |
| 46 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 0.49% | — | -2.33% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.45% | +0.10% | +8.29% | |
| 48 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.44% | — | — | |
| 49 | AVGO | Broadcom Inc. | 股票-科技 | 0.44% | — | +129.39% | |
| 50 | BKNG | Booking Hldgs INC | 股票-循環性消費 | 0.44% | — | +3.03% |