CIK: 0001633172
申報總市值
US$4.5億
僅顯示前 200 大持股（共 371 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 | 6.42% | — | +256.95% | |
| 2 | ARKK | Ark Innovation ETF | ETF-其他 | 4.00% | — | +3.74% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.22% | — | -1.08% | |
| 4 | HD | Home Depot INC | 股票-循環性消費 | 3.17% | — | -1.53% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.72% | — | -2.36% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.51% | — | +19.18% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.27% | — | -0.37% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.15% | — | +0.01% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.76% | — | -2.97% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.64% | — | +17.43% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.56% | — | — | |
| 12 | AXP | American Express Co | 股票-金融 | 1.37% | — | +5.57% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.34% | — | +2.11% | |
| 14 | T | At&t INC | 股票-通訊服務 | 1.28% | — | -4.75% | |
| 15 | SO | Southern Co/the | 股票-公用事業 | 1.23% | — | +18.60% | |
| 16 | WMT | Walmart INC | 股票-非循環性消費 | 1.22% | — | +11.01% | |
| 17 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 1.19% | — | +29.52% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.08% | — | -4.94% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.03% | — | -2.47% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.01% | — | +2.57% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.01% | — | -9.94% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.96% | — | +7.70% | |
| 23 | GPN | Global Payments INC | 股票-工業 | 0.93% | — | -2.15% | |
| 24 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.92% | — | +2.05% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.82% | — | -11.59% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.80% | — | +1.38% | |
| 27 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.79% | — | -32.79% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.74% | — | -14.01% | |
| 29 | WPC | Wp Carey INC | 股票-房地產 | 0.72% | — | +1.54% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.71% | — | -1.53% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.71% | — | -21.40% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事業 | 0.70% | — | -1.74% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.69% | — | -0.12% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.69% | — | -16.56% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.65% | — | +43.18% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.63% | — | +4.35% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.63% | — | +1.15% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.63% | — | -4.79% | |
| 39 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.61% | — | — | |
| 40 | PYPL | Paypal Holdings INC | 股票-金融 | 0.61% | — | +5.16% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | — | +15.09% | |
| 42 | VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | 股票-其他 | 0.60% | — | — | |
| 43 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.60% | — | -2.83% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | — | -1.91% | |
| 45 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.57% | — | -19.00% | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.57% | — | +1.78% | |
| 47 | GIS | General Mills INC | 股票-非循環性消費 | 0.55% | — | -7.09% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | — | -10.21% | |
| 49 | TIOG | Tingo Group INC | 股票-其他 | 0.53% | — | -2.44% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.53% | — | +0.04% |