CIK: 0001715740
申報總市值
US$26.0億
僅顯示前 200 大持股（共 365 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 16.16% | -0.43% | +0.37% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 13.74% | +1.26% | +10.87% | |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 11.29% | — | +66.92% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 6.92% | — | — | |
| 5 | GLD | Spdr Gold Shares | ETF-避險與商品 | 4.57% | — | +2.82% | |
| 6 | CSCO | Cisco Systems INC | 股票-科技 | 1.28% | — | -14.35% | |
| 7 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.28% | +0.11% | +5.59% | |
| 8 | IBM | Intl Business Machines CORP | 股票-科技 | 1.21% | +0.11% | +10.01% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.20% | — | +9.17% | |
| 10 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.20% | — | -16.54% | |
| 11 | CCI | Crown Castle INC | 股票-房地產 | 1.20% | — | +7.24% | |
| 12 | DLR | Digital Realty Trust INC | 股票-房地產 | 1.19% | +0.07% | +17.16% | |
| 13 | AEP | American Electric Power | 股票-公用事業 | 1.18% | — | +3.95% | |
| 14 | DUK | Duke Energy CORP | 股票-公用事業 | 1.15% | — | +6.33% | |
| 15 | CAT | Caterpillar INC | 股票-工業 | 1.15% | — | +5.71% | |
| 16 | WELL | Welltower INC | 股票-房地產 | 1.14% | — | -8.60% | |
| 17 | BMO | Bank Of Montreal | 股票-金融 | 1.14% | — | +6.97% | |
| 18 | ABBV | Abbvie INC | 股票-醫療保健 | 1.13% | +0.32% | +30.67% | |
| 19 | SPG | Simon Property Group INC | 股票-房地產 | 1.12% | — | +6.73% | |
| 20 | LMT | Lockheed Martin CORP | 股票-工業 | 1.11% | -0.15% | +7.57% | |
| 21 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 1.10% | — | +7.43% | |
| 22 | EPD | Enterprise Products Partners | 股票-能源 | 1.08% | — | +8.86% | |
| 23 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 1.08% | — | +24.28% | |
| 24 | BCE | Bce INC | 股票-通訊服務 | 1.07% | — | +9.01% | |
| 25 | ETN | Eaton Corporation plc | 股票-工業 | 1.07% | — | +8.66% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.03% | — | +2.29% | |
| 27 | MO | Altria Group INC | 股票-非循環性消費 | 1.01% | — | +11.63% | |
| 28 | WEP | Magellan Midstream Partners | 股票-其他 | 1.01% | — | +33.37% | |
| 29 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.90% | — | +2.69% | |
| 30 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.74% | — | — | |
| 31 | AAPL | Apple INC | 股票-科技 | 0.69% | -0.14% | +15.67% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.67% | — | +5159.46% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.66% | — | +5.91% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.64% | -0.17% | +21.45% | |
| 35 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.60% | — | +104.74% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.49% | — | +0.93% | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.47% | — | -93.78% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.45% | — | +1.97% | |
| 39 | AMGN | Amgen INC | 股票-醫療保健 | 0.44% | — | +9.83% | |
| 40 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.40% | — | +2552.90% | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.39% | — | +74.10% | |
| 42 | NEE | Nextera Energy INC | 股票-公用事業 | 0.37% | — | +3.17% | |
| 43 | XLE | Ss Energy Select Sector | ETF-其他 | 0.35% | — | +78650.00% | |
| 44 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.35% | — | — | |
| 45 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.33% | — | +0.99% | |
| 46 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.32% | — | +2.23% | |
| 47 | EMR | Emerson Electric Co | 股票-工業 | 0.32% | — | +3.89% | |
| 48 | PM | Philip Morris International | 股票-非循環性消費 | 0.32% | +0.16% | +5.62% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.32% | — | +4.00% | |
| 50 | MDT | Medtronic plc | 股票-醫療保健 | 0.30% | — | +4.56% |