CIK: 0001055290
申報總市值
US$16.3億
僅顯示前 200 大持股（共 255 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.28% | — | +81.68% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.37% | -0.11% | -0.76% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 3.32% | — | -1.81% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 2.76% | -0.02% | -0.98% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.42% | -0.10% | +0.04% | |
| 6 | HD | Home Depot INC | 股票-循環性消費 | 2.24% | — | -1.01% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.99% | -0.02% | +3.87% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.95% | -0.01% | -5.65% | |
| 9 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.86% | — | +301.36% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.76% | +0.06% | -13.51% | |
| 11 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.76% | — | +2.92% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.63% | — | +2.97% | |
| 13 | AMT | American Tower CORP | 股票-房地產 | 1.57% | — | +0.89% | |
| 14 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.40% | +0.25% | +0.57% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.39% | — | +4.37% | |
| 16 | PEP | Pepsico INC | 股票-非循環性消費 | 1.38% | — | -0.34% | |
| 17 | INTU | Intuit INC | 股票-科技 | 1.26% | -0.12% | +4.18% | |
| 18 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 1.24% | -0.05% | +3.30% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.22% | — | -0.23% | |
| 20 | ICE | Intercontinental Exchange In | 股票-金融 | 1.19% | -0.32% | +7.47% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工業 | 1.15% | — | -0.32% | |
| 22 | ZTS | Zoetis INC | 股票-醫療保健 | 1.10% | — | +0.75% | |
| 23 | MDT | Medtronic plc | 股票-醫療保健 | 1.06% | — | +2.31% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.04% | — | -0.26% | |
| 25 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.01% | — | +0.45% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.01% | — | -2.28% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.98% | — | -39.10% | |
| 28 | QEMM | State Street Spdr Msci Emerg | ETF-其他 | 0.94% | — | +4.47% | |
| 29 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.92% | — | +96.70% | |
| 30 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.91% | — | -1.58% | |
| 31 | ABBV | Abbvie INC | 股票-醫療保健 | 0.91% | — | -1.17% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.91% | +0.01% | -13.02% | |
| 33 | ADBE | Adobe INC | 股票-科技 | 0.91% | — | -9.23% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.85% | — | +103.01% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.84% | +0.21% | +2.24% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.82% | — | -28.12% | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.81% | — | +2.76% | |
| 38 | ROP | Roper Technologies INC | 股票-科技 | 0.81% | — | +0.67% | |
| 39 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.79% | — | -2.71% | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.78% | +0.01% | -0.75% | |
| 41 | PYPL | Paypal Holdings INC | 股票-金融 | 0.75% | — | -0.63% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.74% | — | +4.99% | |
| 43 | AMGN | Amgen INC | 股票-醫療保健 | 0.70% | — | +14.99% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.68% | — | -1.21% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.66% | +0.06% | +1.47% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.66% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | — | -2.03% | |
| 48 | HACKUSD | Etfmg Prime Cyber Security E | ETF-其他 | 0.62% | — | +13.02% | |
| 49 | SIVBEUR | Svb Financial Group | 股票-其他 | 0.62% | — | -7.99% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.60% | — | +99.44% |