CIK: 0002007263
申報總市值
US$2.7億
僅顯示前 200 大持股（共 592 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 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 5.55% | +0.07% | — | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 4.60% | — | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.91% | -1.23% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.77% | +0.11% | — | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.60% | -0.18% | — | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.28% | -0.28% | — | |
| 7 | DEUS | Xtrackers Russell US Multi | ETF-其他 | 3.27% | — | — | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.92% | — | — | |
| 9 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.88% | — | — | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.83% | — | — | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.62% | — | — | |
| 12 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.60% | +0.06% | — | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.48% | — | — | |
| 14 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 1.32% | — | — | |
| 15 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.26% | -0.10% | — | |
| 16 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.22% | — | — | |
| 17 | BLKCHF | Blackrock INC | 股票-其他 | 1.18% | — | — | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.15% | -0.23% | — | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.08% | — | — | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | -0.22% | — | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.01% | — | — | |
| 22 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.00% | — | — | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.92% | +0.13% | — | |
| 24 | PSX | Phillips 66 | 股票-能源 | 0.88% | — | — | |
| 25 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.86% | — | — | |
| 26 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.84% | -0.19% | — | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.83% | -0.14% | — | |
| 28 | ADI | Analog Devices INC | 股票-科技 | 0.83% | +0.09% | — | |
| 29 | ITW | Illinois Tool Works | 股票-工業 | 0.75% | — | — | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.74% | — | — | |
| 31 | ACN | Accenture plc | 股票-科技 | 0.73% | — | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.72% | — | — | |
| 33 | LIN | Linde plc | 股票-原物料 | 0.72% | +0.19% | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.70% | — | — | |
| 35 | PEP | Pepsico INC | 股票-非循環性消費 | 0.70% | — | — | |
| 36 | WEC | Wec Energy Group INC | 股票-公用事業 | 0.70% | +0.21% | — | |
| 37 | BAR | Graniteshares Gold Trust | ETF-避險與商品 | 0.69% | +0.06% | — | |
| 38 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 0.68% | — | — | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.67% | +0.33% | — | |
| 40 | ADP | Automatic Data Processing | 股票-科技 | 0.67% | — | — | |
| 41 | AFL | Aflac INC | 股票-金融 | 0.66% | — | — | |
| 42 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股與成長 | 0.66% | — | — | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.64% | — | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.64% | — | — | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.63% | -0.12% | — | |
| 46 | AMGN | Amgen INC | 股票-醫療保健 | 0.62% | — | — | |
| 47 | NSC | Norfolk Southern CORP | 股票-工業 | 0.58% | -0.08% | EXIT | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.56% | — | — | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.56% | +0.06% | — | |
| 50 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.55% | — | — |