CIK: 0001631738
申報總市值
US$3.7億
僅顯示前 200 大持股（共 266 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 | 9.14% | +0.30% | +11.11% | |
| 2 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 4.80% | — | — | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.04% | — | +2.91% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.30% | +0.51% | +1.01% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.88% | -0.11% | +9.28% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.64% | -0.08% | +1.30% | |
| 7 | PYPL | Paypal Holdings INC | 股票-金融 | 2.56% | — | -9.27% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.25% | -0.01% | +4.05% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.22% | — | -0.42% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.09% | +0.63% | +3.98% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | -0.35% | +1.47% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.99% | — | +5.11% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.76% | -0.37% | -5.09% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.65% | -1.66% | +10.04% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.56% | +0.08% | +2.71% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.50% | -0.02% | +0.00% | |
| 17 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.33% | -0.08% | +2.71% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.27% | +0.08% | -3.40% | |
| 19 | CRM | Salesforce INC | 股票-科技 | 1.26% | +0.20% | -7.23% | |
| 20 | AMGN | Amgen INC | 股票-醫療保健 | 1.15% | -0.30% | +3.61% | |
| 21 | PANW | Palo Alto Networks INC | 股票-科技 | 1.15% | -0.45% | +3.98% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.15% | -0.23% | +1.69% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.14% | -0.12% | +0.14% | |
| 24 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.14% | -0.30% | +1.52% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.13% | -0.03% | +11.71% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.13% | — | -1.84% | |
| 27 | VFH | Vanguard Financials ETF | ETF-其他 | 1.10% | -0.04% | -3.18% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.08% | -0.03% | +20.98% | |
| 29 | WDAY | Workday Inc-class A | 股票-科技 | 1.04% | — | +3.81% | |
| 30 | MDT | Medtronic plc | 股票-醫療保健 | 1.03% | — | +3.18% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.99% | — | -13.09% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.99% | -0.05% | +0.77% | |
| 33 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.94% | — | — | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.93% | — | +11.27% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.91% | -0.05% | +3.72% | |
| 36 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.90% | -0.20% | +4.28% | |
| 37 | TFC | Truist Financial CORP | 股票-金融 | 0.89% | — | +5.09% | |
| 38 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.86% | — | -6.76% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.86% | — | -25.95% | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.84% | -0.19% | -0.94% | |
| 41 | PAYX | Paychex INC | 股票-科技 | 0.82% | — | +5.92% | |
| 42 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.81% | -0.11% | +6.57% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.75% | -0.10% | +8.78% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.75% | — | +4.37% | |
| 45 | XLE | Ss Energy Select Sector | ETF-其他 | 0.71% | -0.16% | +100.36% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.69% | — | -7.56% | |
| 47 | XLB | Ss Materials Select Sector | ETF-其他 | 0.68% | -0.05% | +1.11% | |
| 48 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.65% | — | +5.46% | |
| 49 | USB | US Bancorp | 股票-金融 | 0.62% | — | +8.39% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.60% | -0.04% | -14.97% |