CIK: 0001631738
申報總市值
US$3.7億
僅顯示前 200 大持股（共 436 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.08% | -0.11% | +5.38% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.13% | — | -5.81% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.04% | -0.05% | +2.22% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.39% | — | +4.10% | |
| 5 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 2.18% | — | +2.87% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 2.05% | — | +39.23% | |
| 7 | WFC | Wells Fargo & Co | 股票-金融 | 2.01% | — | +7.64% | |
| 8 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.86% | — | +2.71% | |
| 9 | AAPL | Apple Computer | 股票-科技 | 1.69% | — | — | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | — | -2.63% | |
| 11 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.50% | -0.30% | +0.20% | |
| 12 | ABBV | Abbvie INC | 股票-醫療保健 | 1.50% | — | -1.67% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.43% | -0.49% | +0.89% | |
| 14 | AXP | American Express Company | 股票-金融 | 1.42% | — | +3.28% | |
| 15 | ✓ | Bb & T CORP | 股票-其他 | 1.42% | — | — | |
| 16 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 1.33% | — | — | |
| 17 | SLB | Slb LTD | 股票-能源 | 1.25% | — | -3.46% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.21% | -0.23% | -7.20% | |
| 19 | EBAY | Ebay INC | 股票-循環性消費 | 1.21% | — | -5.17% | |
| 20 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.20% | — | +4.06% | |
| 21 | GOOG | Alphabet A | 股票-通訊服務 | 1.18% | — | +0.66% | |
| 22 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.14% | -0.19% | — | |
| 23 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.10% | -0.08% | +128.01% | |
| 24 | GIS | General Mills INC | 股票-非循環性消費 | 1.08% | — | +0.58% | |
| 25 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.06% | — | +124.12% | |
| 26 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.05% | — | +0.81% | |
| 27 | MMM | 3m Co | 股票-工業 | 1.05% | — | -19.77% | |
| 28 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.04% | — | +24.89% | |
| 29 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 1.03% | — | +3.40% | |
| 30 | ✓ | Autoliv INC Com | 股票-其他 | 1.03% | — | — | |
| 31 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.01% | — | -1.93% | |
| 32 | ✓ | 股票-其他 | 1.01% | — | +0.48% | ||
| 33 | ✓ | Google INC Class C | 股票-其他 | 0.99% | — | -3.47% | |
| 34 | PEP | Pepsico INC | 股票-非循環性消費 | 0.95% | — | -1.94% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.94% | — | -1.01% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | — | -5.62% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.94% | — | -0.78% | |
| 38 | BKR | Baker Hughes Company | 股票-能源 | 0.93% | — | — | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.93% | +0.30% | -27.34% | |
| 40 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 0.91% | — | +4.55% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.85% | -0.06% | -4.04% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.85% | -0.05% | +0.76% | |
| 43 | SRCLEUR | Stericycle INC | 股票-其他 | 0.82% | — | +155.39% | |
| 44 | EWG | Ishares Msci Germany ETF | ETF-其他 | 0.80% | — | +21.16% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.80% | — | -14.81% | |
| 46 | UTXZ | United Tech CORP | 股票-其他 | 0.79% | — | — | |
| 47 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.79% | — | +4.23% | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.73% | — | -44.20% | |
| 49 | BKNG | Booking Hldgs INC | 股票-循環性消費 | 0.69% | — | — | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.69% | -0.11% | -2.99% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VGK | Vanguard Ftse Europe ETF | +0.5% | +39.23% | 加碼 |
| 2 | SRCLEUR | Stericycle INC | +0.5% | +155.39% | 加碼 |
| 3 | SBUX | Starbucks CORP | +0.2% | +128.01% | 加碼 |
| 4 | CVS | Cvs Health CORP | +0.2% | +24.89% | 加碼 |
| 5 | WFC | Wells Fargo & Co | +0.1% | +7.64% | 加碼 |
| 6 | ABBV | Abbvie INC | +0.1% | -1.67% | 減碼 |
| 7 | DIS | Walt Disney Co/the | +0.1% | +4.06% | 加碼 |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.1% | +5.38% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | -2.63% | 減碼 |
| 10 | SWN1EUR | Southwestern Energy Co | -0.1% | -98.79% | 減碼 |
| 11 | LOW | Lowe's Cos INC | -0.2% | -50.00% | 減碼 |
| 12 | BLKCHF | Blackrock INC | -0.2% | -14.50% | 減碼 |
| 13 | JNJ | Johnson & Johnson | -0.2% | -7.20% | 減碼 |
| 14 | ✓ | Whole Foods Mkt INC | -0.2% | -21.06% | 減碼 |
| 15 | PG | Procter & Gamble Co/the | -0.2% | -14.81% | 減碼 |
| 16 | RWR | Ss Spdr Dow Jones Reit ETF | -0.3% | +2.87% | 加碼 |
| 17 | IWM | Ishares Russell 2000 ETF | -0.3% | -5.81% | 減碼 |
| 18 | EWA | Ishares Msci Australia ETF | -0.3% | -65.62% | 減碼 |
| 19 | DE | Deere & Co | -0.3% | -55.94% | 減碼 |
| 20 | FEZ | State Street Spdr Euro Stoxx | -0.3% | -74.32% | 減碼 |
| 21 | INTC | Intel CORP | -0.3% | -31.91% | 減碼 |
| 22 | JBLU | Jetblue Airways CORP | -0.4% | -78.05% | 減碼 |
| 23 | MMM | 3m Co | -0.4% | -19.77% | 減碼 |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | -0.4% | -27.34% | 減碼 |
| 25 | AXP | American Express Co | -0.5% | -84.71% | 減碼 |
| 26 | QCOM | Qualcomm INC | -0.6% | -38.39% | 減碼 |
| 27 | EWC | Ishares Msci Canada ETF | -0.6% | -48.01% | 減碼 |
| 28 | KO | Coca-cola Co/the | -0.7% | -44.20% | 減碼 |
| 29 | AAPL | Apple INC | -1.4% | -92.81% | 減碼 |
| 30 | BBTUSD | Bb&t CORP | -1.4% | -93.77% | 減碼 |
| 31 | AAPL | Apple Computer | — | NEW | 新建倉 |
| 32 | ✓ | Bb & T CORP | — | NEW | 新建倉 |
| 33 | ALV | Autoliv INC | — | EXIT | 清倉 |
| 34 | ✓ | Autoliv INC Com | — | NEW | 新建倉 |
| 35 | BKR | Baker Hughes Company | — | EXIT | 清倉 |
| 36 | BKR | Baker Hughes Company | — | NEW | 新建倉 |
| 37 | BKNG | Booking Hldgs INC | — | NEW | 新建倉 |
| 38 | ABT | Abbott Laboratories | — | EXIT | 清倉 |
| 39 | ABT | Abbott Laboratories | — | NEW | 新建倉 |
| 40 | AXP | American Express Company | — | NEW | 新建倉 |
| 41 | AMZN | Amazon.com, Inc. | — | NEW | 新建倉 |
| 42 | AMZN | Amazon.com INC | — | EXIT | 清倉 |
| 43 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 清倉 |
| 44 | ✓ | Astrazeneca PLC Sponsored Adr | — | NEW | 新建倉 |
| 45 | BMO | Bank Of Montreal | — | EXIT | 清倉 |
| 46 | BMO | Bank of Montreal | — | NEW | 新建倉 |
| 47 | BHP | Bhp Group Ltd-spon Adr | — | EXIT | 清倉 |
| 48 | ✓ | Bhp Billiton LTD | — | NEW | 新建倉 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | 清倉 |
| 50 | BRK-B | Berkshire Hathaway Inc. | — | NEW | 新建倉 |