CIK: 0001633172
申報總市值
US$4.5億
僅顯示前 200 大持股（共 343 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 | 7.66% | — | -17.71% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.11% | — | -19.24% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.95% | — | -11.60% | |
| 4 | HD | Home Depot INC | 股票-循環性消費 | 2.91% | — | -38.13% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.75% | — | -2.06% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.70% | — | -31.93% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.18% | — | -2.02% | |
| 8 | ARKK | Ark Innovation ETF | ETF-其他 | 2.10% | — | -30.85% | |
| 9 | AXP | American Express Co | 股票-金融 | 2.01% | — | -2.38% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.55% | — | -14.57% | |
| 11 | SO | Southern Co/the | 股票-公用事業 | 1.46% | — | -10.20% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.38% | — | -16.31% | |
| 13 | WPC | Wp Carey INC | 股票-房地產 | 1.35% | — | +0.28% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 1.34% | — | -7.67% | |
| 15 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 1.15% | — | +19.07% | |
| 16 | SPD | Simplify US Eqty Plus Down | ETF-其他 | 1.15% | — | +20.74% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.14% | — | -17.13% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.06% | — | -10.93% | |
| 19 | WMT | Walmart INC | 股票-非循環性消費 | 1.05% | — | -17.20% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.04% | — | -11.51% | |
| 21 | DUK | Duke Energy CORP | 股票-公用事業 | 1.01% | — | -7.08% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.96% | — | -18.20% | |
| 23 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.96% | — | -6.95% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.89% | — | -5.38% | |
| 25 | T | At&t INC | 股票-通訊服務 | 0.88% | — | -20.53% | |
| 26 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.86% | — | +4.80% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | — | -8.96% | |
| 28 | TMFG | Motley Fool Global Opp | ETF-其他 | 0.78% | — | — | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.77% | — | -27.43% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.71% | — | -14.86% | |
| 31 | ABBV | Abbvie INC | 股票-醫療保健 | 0.71% | — | +8.31% | |
| 32 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.71% | — | -12.97% | |
| 33 | PFE | Pfizer INC | 股票-醫療保健 | 0.71% | — | -15.07% | |
| 34 | NEE | Nextera Energy INC | 股票-公用事業 | 0.68% | — | -21.37% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.67% | — | -77.12% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.66% | — | +40.11% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.64% | — | -11.21% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | — | -14.40% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.62% | — | -30.38% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.61% | — | -55.95% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.60% | — | -15.31% | |
| 42 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.60% | — | -15.24% | |
| 43 | TFC | Truist Financial CORP | 股票-金融 | 0.59% | — | -2.15% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.59% | — | -11.15% | |
| 45 | XLE | Ss Energy Select Sector | ETF-其他 | 0.57% | — | -20.20% | |
| 46 | GBAB | Guggenheim Taxable Municipal | 股票-其他 | 0.56% | — | +115.78% | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.56% | — | -9.95% | |
| 48 | ACN | Accenture plc | 股票-科技 | 0.54% | — | -13.98% | |
| 49 | UPS | United Parcel Service-cl B | 股票-工業 | 0.53% | — | -11.92% | |
| 50 | RPM | Rpm International INC | 股票-原物料 | 0.53% | — | — |