CIK: 0001715740
申報總市值
US$26.0億
僅顯示前 200 大持股（共 1160 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 | 7.38% | +1.26% | -9.66% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 6.36% | -0.40% | +6.47% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.29% | -0.43% | -0.11% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 5.34% | — | +0.22% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 4.01% | — | +2.40% | |
| 6 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 3.97% | +0.33% | +0.34% | |
| 7 | IQLT | Ishares Msci International Q | ETF-其他 | 3.97% | — | +1.48% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.37% | — | -4.00% | |
| 9 | UITB | Victoryshares Core Intermedi | ETF-其他 | 2.97% | -0.05% | +1.28% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.45% | — | +1.48% | |
| 11 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 2.31% | -0.06% | +5.12% | |
| 12 | CGDV | Cap Group Dividend Value | ETF-其他 | 2.06% | — | +338.58% | |
| 13 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 2.03% | -0.02% | +2.05% | |
| 14 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 1.90% | — | +4.51% | |
| 15 | FLQM | Franklin U.s. Mid Cap Multif | ETF-其他 | 1.71% | — | — | |
| 16 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.44% | +0.06% | — | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.38% | -0.17% | -4.31% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.35% | -0.14% | +4.81% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.80% | — | +4.62% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | -0.34% | +0.02% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.73% | — | +946.35% | |
| 22 | CAT | Caterpillar INC | 股票-工業 | 0.68% | — | -0.71% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | +0.11% | +11.02% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.66% | -0.13% | -16.78% | |
| 25 | NFLX | Netflix INC | 股票-通訊服務 | 0.65% | +0.07% | +1.63% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.64% | — | +0.50% | |
| 27 | PANW | Palo Alto Networks INC | 股票-科技 | 0.63% | — | +20.96% | |
| 28 | BLKCHF | Blackrock INC | 股票-其他 | 0.63% | — | +0.80% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.61% | -0.11% | +3.75% | |
| 30 | PCAR | Paccar INC | 股票-工業 | 0.60% | -0.18% | +3.76% | |
| 31 | CRM | Salesforce INC | 股票-科技 | 0.60% | — | +23.97% | |
| 32 | AVGO | Broadcom INC | 股票-科技 | 0.60% | +0.36% | +31.85% | |
| 33 | CME | Cme Group INC | 股票-金融 | 0.59% | — | +1.13% | |
| 34 | AMAT | Applied Materials INC | 股票-科技 | 0.57% | -0.11% | +0.71% | |
| 35 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.55% | — | +6.02% | |
| 36 | PNC | Pnc Financial Services Group | 股票-金融 | 0.55% | — | -1.17% | |
| 37 | DUK | Duke Energy CORP | 股票-公用事業 | 0.55% | — | -4.74% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.55% | — | -5.71% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | -0.14% | +22.98% | |
| 40 | DLR | Digital Realty Trust INC | 股票-房地產 | 0.53% | +0.07% | -3.13% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | — | -5.66% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工業 | 0.53% | -0.15% | -14.41% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.53% | — | +0.04% | |
| 44 | T | At&t INC | 股票-通訊服務 | 0.51% | — | +1.43% | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.50% | — | -13.06% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.49% | — | -9.35% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.47% | — | -0.96% | |
| 48 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.47% | — | -7.91% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.46% | — | -13.20% | |
| 50 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 0.45% | — | +2.75% |