CIK: 0001587192
申報總市值
US$5.9億
僅顯示前 200 大持股（共 320 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 | 6.04% | -0.70% | -9.74% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 5.37% | — | +2375.33% | |
| 3 | XLE | Ss Energy Select Sector | ETF-其他 | 4.71% | +0.51% | -11.37% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.13% | +0.91% | +0.09% | |
| 5 | FDX | Fedex CORP | 股票-工業 | 3.73% | +0.04% | +13.83% | |
| 6 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.41% | -0.38% | -1.16% | |
| 7 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 3.40% | — | +13.62% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.27% | -0.32% | -0.89% | |
| 9 | TMUS | T-mobile US INC | 股票-通訊服務 | 3.12% | — | +1.79% | |
| 10 | WY | Weyerhaeuser Co | 股票-房地產 | 3.04% | +0.08% | -3.76% | |
| 11 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.84% | -0.25% | +11.25% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.79% | — | -14.04% | |
| 13 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 2.62% | — | +9.05% | |
| 14 | CVS | Cvs Health CORP | 股票-醫療保健 | 2.57% | — | -24.55% | |
| 15 | C | Citigroup INC | 股票-金融 | 2.46% | — | +10.57% | |
| 16 | COF | Capital One Financial CORP | 股票-金融 | 2.30% | -0.80% | +7.73% | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 2.12% | -0.42% | -4.59% | |
| 18 | BKR | Baker Hughes Co | 股票-能源 | 2.07% | +0.21% | -5.38% | |
| 19 | MU | Micron Technology INC | 股票-科技 | 2.07% | -0.55% | +21.28% | |
| 20 | FCX | Freeport-mcmoran INC | 股票-原物料 | 2.00% | +0.11% | +9.06% | |
| 21 | INTC | Intel CORP | 股票-科技 | 1.88% | — | +6.91% | |
| 22 | AMAT | Applied Materials INC | 股票-科技 | 1.78% | +0.24% | +8.54% | |
| 23 | QCOM | Qualcomm INC | 股票-科技 | 1.67% | — | +9.08% | |
| 24 | GS | Goldman Sachs Group INC | 股票-金融 | 1.52% | -0.67% | +8.41% | |
| 25 | UBER | Uber Technologies INC | 股票-工業 | 1.47% | -0.35% | +473.36% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.45% | — | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.38% | — | -1.40% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.37% | — | -8.53% | |
| 29 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 1.36% | +0.08% | +8.49% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 1.31% | — | -0.14% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 1.26% | — | +14.50% | |
| 32 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.13% | -0.21% | +10.44% | |
| 33 | DHI | Dr Horton INC | 股票-循環性消費 | 1.09% | — | +25.55% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | -0.35% | -0.04% | |
| 35 | FISV | Fiserv INC | 股票-其他 | 0.95% | +0.35% | +265.66% | |
| 36 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.87% | — | +459.99% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.83% | -0.38% | +5.74% | |
| 38 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.79% | — | +0.97% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | -0.39% | +70.33% | |
| 40 | KMI | Kinder Morgan INC | 股票-能源 | 0.66% | — | -8.09% | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.55% | — | -77.61% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | +0.11% | -0.13% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.48% | +0.90% | -0.57% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.45% | — | +96.44% | |
| 45 | HON | Honeywell International INC | 股票-工業 | 0.42% | — | — | |
| 46 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.42% | -0.29% | -1.19% | |
| 47 | SLB | Slb LTD | 股票-能源 | 0.41% | +0.12% | -21.38% | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.36% | — | -1.41% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | — | — | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.27% | — | +2.43% |