CIK: 0001633172
申報總市值
US$4.5億
僅顯示前 200 大持股（共 208 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 | HD | Home Depot INC | 股票-循環性消費 | 3.56% | — | -0.46% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.54% | — | -0.10% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.16% | — | -18.76% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.88% | — | +0.89% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.38% | — | -3.54% | |
| 6 | VDE | Vanguard Energy ETF | ETF-其他 | 2.21% | — | -1.57% | |
| 7 | UPS | United Parcel Service-cl B | 股票-工業 | 2.17% | — | -2.61% | |
| 8 | T | At&t INC | 股票-通訊服務 | 1.76% | — | +17.15% | |
| 9 | AXP | American Express Co | 股票-金融 | 1.72% | — | -0.30% | |
| 10 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.54% | — | +11.29% | |
| 11 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.46% | — | -3.25% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.43% | — | -1.24% | |
| 13 | ARKK | Ark Innovation ETF | ETF-其他 | 1.27% | — | +43.91% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.20% | — | +2.46% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.20% | — | -3.92% | |
| 16 | WMT | Walmart INC | 股票-非循環性消費 | 1.18% | — | -5.41% | |
| 17 | SO | Southern Co/the | 股票-公用事業 | 1.15% | — | +0.69% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.14% | — | +2.76% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.10% | — | +0.56% | |
| 20 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.09% | — | -4.10% | |
| 21 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.09% | — | +2.90% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.04% | — | +0.61% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.04% | — | -1.11% | |
| 24 | INTC | Intel CORP | 股票-科技 | 1.03% | — | -1.52% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.00% | — | +4.37% | |
| 26 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.96% | — | +1.54% | |
| 27 | XLE | Ss Energy Select Sector | ETF-其他 | 0.95% | — | -3.81% | |
| 28 | ✓ | 股票-其他 | 0.93% | — | +7.81% | ||
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.92% | — | -0.21% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.85% | — | +2.78% | |
| 31 | PM | Philip Morris International | 股票-非循環性消費 | 0.83% | — | +8.11% | |
| 32 | PFE | Pfizer INC | 股票-醫療保健 | 0.79% | — | -0.65% | |
| 33 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.74% | — | -1.75% | |
| 34 | TSS | Total System Services INC | 股票-其他 | 0.71% | — | -0.20% | |
| 35 | GIS | General Mills INC | 股票-非循環性消費 | 0.70% | — | -0.09% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事業 | 0.67% | — | -0.26% | |
| 37 | FEX | First Trust Large Cap Core A | ETF-大型股與成長 | 0.67% | — | -0.74% | |
| 38 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.66% | — | -0.29% | |
| 39 | PEP | Pepsico INC | 股票-非循環性消費 | 0.66% | — | +0.24% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.65% | — | +23.42% | |
| 41 | MDXG | Mimedx Group INC | 股票-其他 | 0.65% | — | — | |
| 42 | NSC | Norfolk Southern CORP | 股票-工業 | 0.62% | — | -9.63% | |
| 43 | EPD | Enterprise Products Partners | 股票-能源 | 0.62% | — | -1.44% | |
| 44 | CMA | Comerica INC | 股票-其他 | 0.62% | — | +182.81% | |
| 45 | AMGN | Amgen INC | 股票-醫療保健 | 0.60% | — | +0.04% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.60% | — | +6.60% | |
| 47 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.60% | — | -0.67% | |
| 48 | EDF | Vsh Emerging Markets Income | 股票-其他 | 0.58% | — | -14.72% | |
| 49 | MO | Altria Group INC | 股票-非循環性消費 | 0.58% | — | +13.53% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.57% | — | +1.87% |