CIK: 0001631738
申報總市值
US$3.7億
僅顯示前 200 大持股（共 363 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 4.17% | +0.30% | +17.59% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.75% | — | -1.59% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.17% | +0.51% | -4.30% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 3.16% | -1.66% | +110.27% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.89% | -0.11% | -21.81% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.79% | — | -0.96% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.58% | — | -3.46% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.54% | -0.02% | -2.97% | |
| 9 | PYPL | Paypal Holdings INC | 股票-金融 | 2.04% | — | -3.03% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.98% | +0.63% | -2.57% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.96% | — | +2.21% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.95% | -0.08% | -7.62% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.84% | +0.08% | -3.43% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.78% | -0.37% | -0.63% | |
| 15 | BKNG | Booking Holdings INC | 股票-循環性消費 | 1.67% | — | +0.26% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.63% | -0.05% | -17.75% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.57% | -0.01% | +37.29% | |
| 18 | BBTUSD | Bb&t CORP | 股票-其他 | 1.53% | — | +0.32% | |
| 19 | CRM | Salesforce INC | 股票-科技 | 1.53% | +0.20% | -3.32% | |
| 20 | AMGN | Amgen INC | 股票-醫療保健 | 1.53% | -0.30% | -1.55% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.47% | -0.23% | -0.23% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.35% | — | +0.36% | |
| 23 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.33% | -0.08% | -0.94% | |
| 24 | STT | State Street CORP | 股票-金融 | 1.26% | — | +0.74% | |
| 25 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.26% | -0.20% | -0.07% | |
| 26 | UTXZ | United Tech CORP | 股票-其他 | 1.26% | — | -0.66% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.23% | — | +14.02% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 1.19% | -0.35% | +4.17% | |
| 29 | FDX | Fedex CORP | 股票-工業 | 1.16% | — | -0.73% | |
| 30 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.10% | -0.30% | -3.11% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.08% | -0.03% | +528.30% | |
| 32 | MDT | Medtronic plc | 股票-醫療保健 | 1.08% | — | +1.61% | |
| 33 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.01% | -0.19% | -1.65% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.00% | -0.11% | +0.35% | |
| 35 | PAYX | Paychex INC | 股票-科技 | 0.99% | — | -2.00% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.97% | -0.04% | -1.29% | |
| 37 | USB | US Bancorp | 股票-金融 | 0.92% | — | +3.47% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | +0.08% | +6.13% | |
| 39 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.91% | — | +23.31% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.89% | -0.05% | -4.83% | |
| 41 | PRU | Prudential Financial INC | 股票-金融 | 0.87% | — | +5.17% | |
| 42 | XLB | Ss Materials Select Sector | ETF-其他 | 0.80% | -0.05% | -0.39% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.78% | -0.12% | +8.24% | |
| 44 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.75% | — | +3.72% | |
| 45 | XLE | Ss Energy Select Sector | ETF-其他 | 0.74% | -0.16% | +4.04% | |
| 46 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.74% | — | +0.61% | |
| 47 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.70% | — | -0.36% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.68% | -0.10% | +0.94% | |
| 49 | SLB | Slb LTD | 股票-能源 | 0.67% | — | +0.35% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.65% | — | -0.49% |