CIK: 0001631738
申報總市值
US$3.7億
僅顯示前 200 大持股（共 257 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 | 6.05% | +0.30% | +5.91% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 6.03% | -1.66% | +0.23% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.77% | -0.08% | -3.55% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.30% | +0.08% | -4.35% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.22% | -0.35% | -4.85% | |
| 6 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 3.04% | — | +0.60% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.88% | +0.51% | -1.66% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.86% | +0.63% | -1.38% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.52% | — | -32.12% | |
| 10 | PANW | Palo Alto Networks INC | 股票-科技 | 2.34% | -0.45% | -6.51% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.27% | — | -4.00% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.20% | — | -0.27% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.76% | +0.08% | -0.16% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.59% | -0.12% | -0.64% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.48% | -0.02% | +0.00% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.44% | -0.03% | -1.99% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.44% | — | -0.42% | |
| 18 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.42% | -0.20% | -3.45% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.41% | -0.11% | -46.30% | |
| 20 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.38% | -0.30% | -0.16% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.31% | -0.23% | -0.58% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.28% | -0.01% | -0.12% | |
| 23 | CRM | Salesforce INC | 股票-科技 | 1.21% | +0.20% | -0.73% | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.21% | -0.11% | -2.18% | |
| 25 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.17% | -0.08% | -7.08% | |
| 26 | AMGN | Amgen INC | 股票-醫療保健 | 1.10% | -0.30% | -0.86% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.06% | -0.06% | — | |
| 28 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.03% | -0.03% | -29.39% | |
| 29 | XLE | Ss Energy Select Sector | ETF-其他 | 1.02% | -0.16% | +7.73% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.01% | -0.05% | -38.60% | |
| 31 | ACN | Accenture plc | 股票-科技 | 0.97% | -0.05% | -6.78% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.96% | — | +3.44% | |
| 33 | RTX | Rtx CORP | 股票-工業 | 0.91% | -0.12% | -13.23% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.90% | -0.10% | -1.50% | |
| 35 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.83% | — | +2465.88% | |
| 36 | VFH | Vanguard Financials ETF | ETF-其他 | 0.81% | -0.04% | -18.02% | |
| 37 | PAYX | Paychex INC | 股票-科技 | 0.80% | — | -19.44% | |
| 38 | WDAY | Workday Inc-class A | 股票-科技 | 0.78% | — | -3.92% | |
| 39 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.78% | — | — | |
| 40 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.77% | — | +0.60% | |
| 41 | XLF | Ss Financial Select Sector | ETF-其他 | 0.75% | — | +32.81% | |
| 42 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.74% | -0.19% | -0.61% | |
| 43 | XLB | Ss Materials Select Sector | ETF-其他 | 0.74% | -0.05% | -4.02% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.71% | -0.04% | -11.58% | |
| 45 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 0.66% | — | — | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.66% | — | — | |
| 47 | DE | Deere & Co | 股票-工業 | 0.64% | — | — | |
| 48 | FDX | Fedex CORP | 股票-工業 | 0.62% | — | -0.12% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | — | — | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.58% | — | -28.47% |