CIK: 0001633172
申報總市值
US$4.5億
僅顯示前 200 大持股（共 206 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 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 3.55% | — | — | |
| 2 | HD | Home Depot INC | 股票-循環性消費 | 3.21% | — | +0.18% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.09% | — | +1.37% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.79% | — | +0.73% | |
| 5 | ARKK | Ark Innovation ETF | ETF-其他 | 2.48% | — | +16.38% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.13% | — | -0.11% | |
| 7 | UPS | United Parcel Service-cl B | 股票-工業 | 1.92% | — | -0.13% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.81% | — | +4.71% | |
| 9 | T | At&t INC | 股票-通訊服務 | 1.69% | — | +2.22% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.67% | — | +16.96% | |
| 11 | AXP | American Express Co | 股票-金融 | 1.47% | — | -1.40% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.37% | — | -3.01% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.33% | — | +183.15% | |
| 14 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.28% | — | -0.06% | |
| 15 | WMT | Walmart INC | 股票-非循環性消費 | 1.24% | — | +3.02% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | — | +9.43% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.23% | — | -22.48% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.19% | — | -1.50% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.19% | — | +15.89% | |
| 20 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.19% | — | +0.39% | |
| 21 | WPC | Wp Carey INC | 股票-房地產 | 1.13% | — | — | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.09% | — | -1.51% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | — | -1.22% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.03% | — | -1.75% | |
| 25 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.02% | — | +1.34% | |
| 26 | SO | Southern Co/the | 股票-公用事業 | 1.01% | — | +4.40% | |
| 27 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.01% | — | +5.23% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.96% | — | -4.34% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.96% | — | -4.98% | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.93% | — | -3.65% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.86% | — | +16.19% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事業 | 0.80% | — | -2.72% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.78% | — | — | |
| 34 | INTC | Intel CORP | 股票-科技 | 0.77% | — | -0.35% | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.75% | — | -0.42% | |
| 36 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.70% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.70% | — | +1.65% | |
| 38 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.69% | — | +10.73% | |
| 39 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.69% | — | -2.72% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.67% | — | +2.59% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.66% | — | +12.39% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.66% | — | -1.17% | |
| 43 | AMGN | Amgen INC | 股票-醫療保健 | 0.65% | — | -2.09% | |
| 44 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.62% | — | +0.04% | |
| 45 | GIS | General Mills INC | 股票-非循環性消費 | 0.59% | — | -1.82% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.58% | — | -11.71% | |
| 47 | TSS | Total System Services INC | 股票-其他 | 0.58% | — | +4.05% | |
| 48 | EPD | Enterprise Products Partners | 股票-能源 | 0.57% | — | +0.78% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.57% | — | -5.29% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.56% | — | -3.95% |