CIK: 0001631738
申報總市值
US$3.7億
僅顯示前 200 大持股（共 267 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 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 6.30% | -1.66% | +39.82% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 5.54% | +0.30% | -27.12% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 3.87% | — | — | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.60% | — | -6.59% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.72% | -0.08% | -0.84% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.49% | -0.35% | +1.04% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.45% | -0.11% | -3.63% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.27% | — | -2.49% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.21% | +0.63% | -1.05% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.11% | — | -1.98% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.91% | +0.51% | -1.29% | |
| 12 | SUB | Ishares Short-term National | ETF-其他 | 1.71% | — | +0.96% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.64% | -0.05% | +91.20% | |
| 14 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.64% | -0.30% | -11.05% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.62% | +0.08% | -1.81% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.59% | -0.03% | -0.50% | |
| 17 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.48% | -0.20% | -4.36% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.46% | -0.23% | -5.41% | |
| 19 | PANW | Palo Alto Networks INC | 股票-科技 | 1.44% | -0.45% | -0.50% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.43% | -0.02% | -4.36% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.41% | -0.12% | -5.75% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.38% | -0.03% | -6.01% | |
| 23 | AMGN | Amgen INC | 股票-醫療保健 | 1.37% | -0.30% | -7.65% | |
| 24 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.32% | -0.08% | -2.25% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.25% | — | -7.45% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | +0.08% | +2.11% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.19% | -0.01% | -40.34% | |
| 28 | RTX | Rtx CORP | 股票-工業 | 1.17% | -0.12% | -8.90% | |
| 29 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.15% | -0.11% | -5.36% | |
| 30 | PAYX | Paychex INC | 股票-科技 | 1.07% | — | -0.34% | |
| 31 | VFH | Vanguard Financials ETF | ETF-其他 | 1.06% | -0.04% | — | |
| 32 | XLE | Ss Energy Select Sector | ETF-其他 | 1.00% | -0.16% | -7.40% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.99% | -0.10% | -4.43% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.94% | -0.05% | -0.34% | |
| 35 | PYPL | Paypal Holdings INC | 股票-金融 | 0.87% | — | +3.83% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.86% | -0.06% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.82% | — | +10.64% | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.80% | -0.19% | +5.08% | |
| 39 | CRM | Salesforce INC | 股票-科技 | 0.79% | +0.20% | -5.86% | |
| 40 | TFC | Truist Financial CORP | 股票-金融 | 0.75% | — | -9.27% | |
| 41 | XLB | Ss Materials Select Sector | ETF-其他 | 0.75% | -0.05% | -6.81% | |
| 42 | USB | US Bancorp | 股票-金融 | 0.74% | — | -9.38% | |
| 43 | DE | Deere & Co | 股票-工業 | 0.70% | — | — | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.65% | — | -0.28% | |
| 45 | MDT | Medtronic plc | 股票-醫療保健 | 0.64% | — | -24.00% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.63% | — | +3.56% | |
| 47 | WDAY | Workday Inc-class A | 股票-科技 | 0.62% | — | -17.07% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.62% | — | -18.83% | |
| 49 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 0.61% | — | — | |
| 50 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.61% | — | — |