CIK: 0001715740
申報總市值
US$26.0億
僅顯示前 200 大持股（共 341 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 | XOM | Exxon Mobil CORP | 股票-能源 | 15.62% | +1.26% | +8.55% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 15.52% | -0.43% | +4.12% | |
| 3 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 12.59% | +0.33% | -3.49% | |
| 4 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 6.14% | — | -26.65% | |
| 5 | CSCO | Cisco Systems INC | 股票-科技 | 1.58% | — | +1.04% | |
| 6 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.44% | — | +2.39% | |
| 7 | CAT | Caterpillar INC | 股票-工業 | 1.39% | — | +1.99% | |
| 8 | BMO | Bank Of Montreal | 股票-金融 | 1.38% | — | +4.13% | |
| 9 | LMT | Lockheed Martin CORP | 股票-工業 | 1.33% | -0.15% | +4.57% | |
| 10 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 1.31% | — | +4.16% | |
| 11 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.31% | +0.11% | +6.36% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 1.31% | — | +6.32% | |
| 13 | ETN | Eaton Corporation plc | 股票-工業 | 1.25% | — | +6.19% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.23% | — | +16.83% | |
| 15 | WELL | Welltower INC | 股票-房地產 | 1.22% | — | +6.53% | |
| 16 | SPG | Simon Property Group INC | 股票-房地產 | 1.20% | — | +4.98% | |
| 17 | ABBV | Abbvie INC | 股票-醫療保健 | 1.18% | +0.32% | +9.27% | |
| 18 | GSK | GSK plc ADRhedged | 股票-醫療保健 | 1.17% | — | +6.96% | |
| 19 | CCI | Crown Castle INC | 股票-房地產 | 1.16% | — | +7.00% | |
| 20 | EPD | Enterprise Products Partners | 股票-能源 | 1.15% | — | +6.87% | |
| 21 | DUK | Duke Energy CORP | 股票-公用事業 | 1.13% | — | +9.07% | |
| 22 | DLR | Digital Realty Trust INC | 股票-房地產 | 1.13% | +0.07% | +7.18% | |
| 23 | AEP | American Electric Power | 股票-公用事業 | 1.12% | — | +7.07% | |
| 24 | MO | Altria Group INC | 股票-非循環性消費 | 1.12% | — | +9.16% | |
| 25 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 1.11% | — | +10.35% | |
| 26 | BCE | Bce INC | 股票-通訊服務 | 1.03% | — | +11.59% | |
| 27 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.02% | — | -13.73% | |
| 28 | WEP | Magellan Midstream Partners | 股票-其他 | 0.98% | — | +10.63% | |
| 29 | AAPL | Apple INC | 股票-科技 | 0.85% | -0.14% | -1.70% | |
| 30 | PSCH | Invesco S&p Smallcap Health | ETF-其他 | 0.76% | — | +2.14% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.76% | — | -7.51% | |
| 32 | HACKUSD | Etfmg Prime Cyber Security E | ETF-其他 | 0.70% | — | +2.91% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.69% | — | +20483.67% | |
| 34 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.69% | — | -12.02% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | -0.17% | +3.16% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.58% | — | +2.40% | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.54% | — | +11.49% | |
| 38 | AMGN | Amgen INC | 股票-醫療保健 | 0.49% | — | +4.79% | |
| 39 | EMR | Emerson Electric Co | 股票-工業 | 0.42% | — | +4.96% | |
| 40 | QCOM | Qualcomm INC | 股票-科技 | 0.40% | — | +6.10% | |
| 41 | MDT | Medtronic plc | 股票-醫療保健 | 0.37% | — | +5.08% | |
| 42 | NEE | Nextera Energy INC | 股票-公用事業 | 0.37% | — | +6.73% | |
| 43 | T | At&t INC | 股票-通訊服務 | 0.37% | — | +9.09% | |
| 44 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.36% | — | +8.25% | |
| 45 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.36% | — | +5.29% | |
| 46 | TXN | Texas Instruments INC | 股票-科技 | 0.34% | — | +8.28% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.34% | — | -26.18% | |
| 48 | FTXN | First Trust Nasdaq Oil & Gas | ETF-科技型 | 0.33% | — | — | |
| 49 | TD | Toronto-dominion Bank | 股票-金融 | 0.33% | — | +8.66% | |
| 50 | UPS | United Parcel Service-cl B | 股票-工業 | 0.33% | — | +9.41% |