CIK: 0001660203
申報總市值
US$10.0億
僅顯示前 200 大持股（共 705 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 | SCHR | Schwab Intermediate-term US | ETF-其他 | 8.18% | — | -1.35% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 7.80% | — | +3.33% | |
| 3 | ✓ | Ishares Tr | 股票-其他 | 5.00% | — | -0.55% | |
| 4 | MBB | Ishares Mbs ETF | ETF-其他 | 3.87% | — | -0.66% | |
| 5 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 3.42% | — | +4.21% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.12% | — | -15.93% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 2.93% | — | +0.00% | |
| 8 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 2.84% | — | -0.63% | |
| 9 | POWA | Invesco Bloomberg Pricing Po | ETF-其他 | 2.50% | — | -26.79% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.25% | — | -0.86% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.20% | — | +0.08% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.19% | — | +10.95% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.62% | — | +1.65% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.32% | — | -7.80% | |
| 15 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.26% | — | — | |
| 16 | WFC | Wells Fargo & Co | 股票-金融 | 1.09% | — | +0.80% | |
| 17 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.95% | — | -3.27% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.95% | — | -1.17% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.88% | — | -5.29% | |
| 20 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.85% | — | -0.96% | |
| 21 | MMM | 3m Co | 股票-工業 | 0.85% | — | -2.67% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.81% | — | +4.84% | |
| 23 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.77% | — | -1.37% | |
| 24 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.77% | — | +0.59% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | — | +20.33% | |
| 26 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.76% | — | +1.98% | |
| 27 | USB | US Bancorp | 股票-金融 | 0.72% | — | -6.58% | |
| 28 | BA | Boeing Co/the | 股票-工業 | 0.71% | — | -0.70% | |
| 29 | MDT | Medtronic plc | 股票-醫療保健 | 0.67% | — | +7.87% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.64% | — | +15.38% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.63% | — | -0.60% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.59% | — | +3.04% | |
| 33 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.59% | — | +0.42% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.58% | — | -4.40% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.57% | — | +7.27% | |
| 36 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.57% | — | +4.99% | |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.54% | — | -1.32% | |
| 38 | AAPL | Apple INC | 股票-科技 | 0.54% | — | -12.08% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.53% | — | +0.79% | |
| 40 | PFG | Principal Financial Group | 股票-金融 | 0.52% | — | +2.19% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.50% | — | -0.72% | |
| 42 | TGT | Target CORP | 股票-循環性消費 | 0.50% | — | -23.34% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.50% | — | +8.00% | |
| 44 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.49% | — | +29.70% | |
| 45 | WMT | Walmart INC | 股票-非循環性消費 | 0.49% | — | +14.55% | |
| 46 | ABBV | Abbvie INC | 股票-醫療保健 | 0.47% | — | -1.60% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.47% | — | -2.94% | |
| 48 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.43% | — | -4.96% | |
| 49 | PFE | Pfizer INC | 股票-醫療保健 | 0.42% | — | -4.83% | |
| 50 | EMR | Emerson Electric Co | 股票-工業 | 0.42% | — | +4.12% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | +0.3% | +6889.53% | 加碼 |
| 2 | ABEV | Ambev Sa-adr | +0.3% | +40812.76% | 加碼 |
| 3 | VIG | Vanguard Dividend Apprec ETF | +0.3% | +10.95% | 加碼 |
| 4 | BLKCHF | Blackrock INC | +0.3% | +3813.51% | 加碼 |
| 5 | SCHF | Schwab Intl Equity ETF | +0.2% | +3.33% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.2% | +20.33% | 加碼 |
| 7 | CMA | Comerica INC | +0.2% | +144.73% | 加碼 |
| 8 | MDT | Medtronic plc | +0.1% | +7.87% | 加碼 |
| 9 | PG | Procter & Gamble Co/the | +0.1% | +7.27% | 加碼 |
| 10 | NKE | Nike INC -cl B | +0.1% | +1597.19% | 加碼 |
| 11 | CMI | Cummins INC | +0.1% | +42.16% | 加碼 |
| 12 | AGG | Ishares Core U.s. Aggregate | +0.1% | +15.38% | 加碼 |
| 13 | WMT | Walmart INC | +0.1% | +14.55% | 加碼 |
| 14 | CVS | Cvs Health CORP | +0.1% | +0.42% | 加碼 |
| 15 | WFC | Wells Fargo & Co | +0.1% | +0.80% | 加碼 |
| 16 | UNH | Unitedhealth Group INC | +0.1% | +29.70% | 加碼 |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +29.46% | 加碼 |
| 18 | VGT | Vanguard Info Tech ETF | +0.1% | +1.65% | 加碼 |
| 19 | KMB | Kimberly-clark CORP | +0.1% | +11.51% | 加碼 |
| 20 | INTC | Intel CORP | +0.1% | +9.14% | 加碼 |
| 21 | EOG | Eog Resources INC | +0.1% | +21416.67% | 加碼 |
| 22 | LOW | Lowe's Cos INC | +0.1% | +12.88% | 加碼 |
| 23 | XEVVX | Eaton Vance LTD Durat INC | +0.1% | +104.94% | 加碼 |
| 24 | VEA | Vanguard Ftse Developed ETF | -0.1% | -5.29% | 減碼 |
| 25 | LLY | Eli Lilly & Co | -0.1% | -63.30% | 減碼 |
| 26 | DEO | Diageo Plc-sponsored Adr | -0.1% | -17.83% | 減碼 |
| 27 | CSCO | Cisco Systems INC | -0.1% | -0.72% | 減碼 |
| 28 | CVX | Chevron CORP | -0.1% | -4.40% | 減碼 |
| 29 | AZO | Autozone INC | -0.1% | -35.33% | 減碼 |
| 30 | META | Meta Platforms Inc-class A | -0.1% | -31.97% | 減碼 |
| 31 | MMM | 3m Co | -0.1% | -2.67% | 減碼 |
| 32 | RSPH | Invesco S&p 500 Equal Weight | -0.1% | -3.27% | 減碼 |
| 33 | AMZN | Amazon.com INC | -0.1% | -4.96% | 減碼 |
| 34 | GILD | Gilead Sciences INC | -0.1% | -75.47% | 減碼 |
| 35 | IGLB | Ishares 10+ Year Inv Gr CORP | -0.1% | -55.44% | 減碼 |
| 36 | SCHX | Schwab US Large-cap ETF | -0.1% | -7.80% | 減碼 |
| 37 | LOGMEUR | Logmein INC | -0.1% | -87.95% | 減碼 |
| 38 | PFE | Pfizer INC | -0.1% | -4.83% | 減碼 |
| 39 | MHK | Mohawk Industries INC | -0.1% | -97.61% | 減碼 |
| 40 | BSCK | Invesco Bulletshares 2020 Co | -0.2% | -78.72% | 減碼 |
| 41 | IBM | Intl Business Machines CORP | -0.4% | -75.41% | 減碼 |
| 42 | SCHA | Schwab US Small-cap ETF | -0.7% | -15.93% | 減碼 |
| 43 | POWA | Invesco Bloomberg Pricing Po | -0.8% | -26.79% | 減碼 |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | — | NEW | 新建倉 |
| 45 | HDV | Ishares Core High Dividend E | — | EXIT | 清倉 |
| 46 | CBRE | Cbre Group INC - A | — | NEW | 新建倉 |
| 47 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | — | NEW | 新建倉 |
| 48 | CDNA | Caredx INC | — | EXIT | 清倉 |
| 49 | CERNCHF | Cerner CORP | — | NEW | 新建倉 |
| 50 | CHKP | Check Point Software Technologies Ltd. | — | NEW | 新建倉 |