CIK: 0001631738
申報總市值
US$3.7億
僅顯示前 200 大持股（共 391 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 | 3.79% | -0.11% | -25.03% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 3.47% | -0.01% | — | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.21% | — | +6.03% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.14% | -0.02% | +651.39% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.44% | — | +3.65% | |
| 6 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 2.24% | — | -9.09% | |
| 7 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 2.23% | — | +5.74% | |
| 8 | WFC | Wells Fargo & Co | 股票-金融 | 2.06% | — | +1.17% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.74% | -0.08% | +1601.37% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.73% | — | -16.30% | |
| 11 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.68% | -0.08% | +30.69% | |
| 12 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.64% | — | +37.72% | |
| 13 | BBTUSD | Bb&t CORP | 股票-其他 | 1.52% | — | +1564.84% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.51% | +0.30% | +46.39% | |
| 15 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.51% | -0.30% | -4.36% | |
| 16 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.50% | -0.49% | -0.45% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.47% | — | -5.59% | |
| 18 | AXP | American Express Company | 股票-金融 | 1.47% | — | +2.58% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.37% | -0.23% | +7.02% | |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 1.35% | — | — | |
| 21 | BKNG | Booking Hldgs INC | 股票-循環性消費 | 1.34% | — | +62.88% | |
| 22 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.33% | — | +20.28% | |
| 23 | ABBV | Abbvie INC | 股票-醫療保健 | 1.33% | — | -1.20% | |
| 24 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.29% | — | +21.66% | |
| 25 | SRCLEUR | Stericycle INC | 股票-其他 | 1.27% | — | +34.56% | |
| 26 | GIS | General Mills INC | 股票-非循環性消費 | 1.26% | — | +3.97% | |
| 27 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.24% | — | +19.58% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 1.21% | — | +29.61% | |
| 29 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.11% | -0.19% | +6.76% | |
| 30 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 1.08% | — | -0.21% | |
| 31 | SLB | Slb LTD | 股票-能源 | 1.07% | — | -3.56% | |
| 32 | PYPL | Paypal Holdings INC | 股票-金融 | 1.06% | — | — | |
| 33 | PEP | Pepsico INC | 股票-非循環性消費 | 1.05% | — | -0.62% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.05% | — | +8.85% | |
| 35 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.03% | — | +22.36% | |
| 36 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.01% | — | — | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.98% | -0.05% | +2.68% | |
| 38 | MMM | 3m Co | 股票-工業 | 0.97% | — | -9.39% | |
| 39 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.94% | -0.06% | -0.84% | |
| 40 | ✓ | 股票-其他 | 0.88% | — | -1.46% | ||
| 41 | FDX | Fedex CORP | 股票-工業 | 0.88% | — | +56.65% | |
| 42 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.80% | -0.11% | +1.19% | |
| 43 | XLE | Ss Energy Select Sector | ETF-其他 | 0.80% | -0.16% | +41020.00% | |
| 44 | KMI | Kinder Morgan INC | 股票-能源 | 0.74% | — | +86.53% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.73% | — | -21.88% | |
| 46 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.71% | — | +174.54% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.68% | -0.05% | -74.80% | |
| 48 | TXN | Texas Instruments INC | 股票-科技 | 0.65% | — | -8.11% | |
| 49 | XLB | Ss Materials Select Sector | ETF-其他 | 0.63% | -0.05% | +47.50% | |
| 50 | EWG | Ishares Msci Germany ETF | ETF-其他 | 0.61% | — | -23.07% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +2.7% | +651.39% | 加碼 |
| 2 | AAPL | Apple INC | +1.6% | +1601.37% | 加碼 |
| 3 | BBTUSD | Bb&t CORP | +1.4% | +1564.84% | 加碼 |
| 4 | XLE | Ss Energy Select Sector | +0.8% | +41020.00% | 加碼 |
| 5 | BKNG | Booking Hldgs INC | +0.7% | +62.88% | 加碼 |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | +0.6% | +46.39% | 加碼 |
| 7 | SBUX | Starbucks CORP | +0.6% | +30.69% | 加碼 |
| 8 | XLK | Ss Technology Select Sector | +0.5% | +174.54% | 加碼 |
| 9 | SRCLEUR | Stericycle INC | +0.5% | +34.56% | 加碼 |
| 10 | DIS | Walt Disney Co/the | +0.4% | +37.72% | 加碼 |
| 11 | AXP | American Express Co | +0.4% | +358.05% | 加碼 |
| 12 | ABBV | Abbvie INC | -0.2% | -1.20% | 減碼 |
| 13 | SLB | Slb LTD | -0.2% | -3.56% | 減碼 |
| 14 | EWG | Ishares Msci Germany ETF | -0.2% | -23.07% | 減碼 |
| 15 | KO | Coca-cola Co/the | -0.2% | -34.76% | 減碼 |
| 16 | ORCL | Oracle CORP | -0.2% | -21.88% | 減碼 |
| 17 | UTXZ | United Tech CORP | -0.2% | -16.61% | 減碼 |
| 18 | XLV | Ss Health Care Select Sector | -0.2% | -49.93% | 減碼 |
| 19 | ✓ | Whole Foods Mkt INC | -0.3% | -91.46% | 減碼 |
| 20 | IBM | Intl Business Machines CORP | -0.3% | -66.54% | 減碼 |
| 21 | VGK | Vanguard Ftse Europe ETF | -0.3% | -16.30% | 減碼 |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | -0.3% | -76.77% | 減碼 |
| 23 | INTC | Intel CORP | -0.4% | -69.98% | 減碼 |
| 24 | QCOM | Qualcomm INC | -0.4% | -60.14% | 減碼 |
| 25 | PG | Procter & Gamble Co/the | -0.4% | -55.79% | 減碼 |
| 26 | CMI | Cummins INC | -0.5% | -85.92% | 減碼 |
| 27 | EEM | Ishares Msci Emerging Market | -0.5% | -85.87% | 減碼 |
| 28 | EMR | Emerson Electric Co | -0.6% | -91.34% | 減碼 |
| 29 | DGS | Wisdomtree Em Small Cap | -0.8% | -89.09% | 減碼 |
| 30 | ✓ | Google INC Class C | -0.9% | -95.38% | 減碼 |
| 31 | EBAY | Ebay INC | -1% | -51.43% | 減碼 |
| 32 | GOOG | Alphabet A | -1.1% | -95.99% | 減碼 |
| 33 | VEA | Vanguard Ftse Developed ETF | -1.3% | -25.03% | 減碼 |
| 34 | VWO | Vanguard Ftse Emerging Marke | -2.4% | -74.80% | 減碼 |
| 35 | IEMG | Ishares Core Msci Emerging | — | NEW | 新建倉 |
| 36 | AAPL | Apple Computer | — | EXIT | 清倉 |
| 37 | ✓ | Bb & T CORP | — | EXIT | 清倉 |
| 38 | ✓ | Autoliv INC Com | — | EXIT | 清倉 |
| 39 | PYPL | Paypal Holdings INC | — | NEW | 新建倉 |
| 40 | BKR | Baker Hughes Company | — | EXIT | 清倉 |
| 41 | EWC | Ishares Msci Canada ETF | — | EXIT | 清倉 |
| 42 | ALV | Autoliv INC | — | NEW | 新建倉 |
| 43 | ABT | Abbott Laboratories | — | EXIT | 清倉 |
| 44 | AXP | American Express Company | — | EXIT | 清倉 |
| 45 | USX1 | United States Steel CORP | — | EXIT | 清倉 |
| 46 | ABT | Abbott Laboratories | — | NEW | 新建倉 |
| 47 | XLF | Ss Financial Select Sector | — | NEW | 新建倉 |
| 48 | AMZN | Amazon.com INC | — | NEW | 新建倉 |
| 49 | AMZN | Amazon.com, Inc. | — | EXIT | 清倉 |
| 50 | BKR | Baker Hughes Company | — | NEW | 新建倉 |