CIK: 0001631738
申報總市值
US$3.7億
僅顯示前 200 大持股（共 256 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 | 6.93% | +0.30% | +13.47% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 5.89% | -1.66% | -3.25% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.41% | -0.08% | +0.85% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.29% | +0.08% | -4.62% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.17% | +0.63% | -0.37% | |
| 6 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 3.09% | — | — | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.04% | -0.35% | +0.28% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.86% | +0.51% | +0.22% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.42% | — | +0.10% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.31% | — | +0.40% | |
| 11 | PANW | Palo Alto Networks INC | 股票-科技 | 2.18% | -0.45% | -0.29% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.12% | — | -0.15% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.73% | +0.08% | — | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.70% | -0.12% | +0.20% | |
| 15 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.48% | -0.30% | +0.52% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.46% | -0.03% | +4.77% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.46% | — | +3.34% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.44% | — | +150.09% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.43% | -0.02% | — | |
| 20 | AMGN | Amgen INC | 股票-醫療保健 | 1.37% | -0.30% | +0.96% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.32% | -0.11% | -2.49% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.28% | -0.01% | +2.01% | |
| 23 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.28% | -0.20% | -0.20% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.26% | -0.23% | +0.35% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.23% | -0.06% | — | |
| 26 | XLE | Ss Energy Select Sector | ETF-其他 | 1.16% | -0.16% | +0.87% | |
| 27 | CRM | Salesforce INC | 股票-科技 | 1.15% | +0.20% | -2.51% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.13% | — | +174.58% | |
| 29 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.10% | -0.08% | -0.08% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.06% | -0.11% | -2.46% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.03% | -0.03% | +0.71% | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.98% | -0.05% | +0.24% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.94% | -0.05% | -5.45% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.93% | — | -0.29% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.82% | -0.10% | +0.26% | |
| 36 | PAYX | Paychex INC | 股票-科技 | 0.82% | — | -2.22% | |
| 37 | VFH | Vanguard Financials ETF | ETF-其他 | 0.81% | -0.04% | -0.15% | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.79% | — | -0.50% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.78% | -0.04% | — | |
| 40 | WDAY | Workday Inc-class A | 股票-科技 | 0.75% | — | -1.13% | |
| 41 | XLF | Ss Financial Select Sector | ETF-其他 | 0.74% | — | -0.71% | |
| 42 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.72% | — | — | |
| 43 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.70% | -0.19% | -3.38% | |
| 44 | XLB | Ss Materials Select Sector | ETF-其他 | 0.70% | -0.05% | -1.25% | |
| 45 | RTX | Rtx CORP | 股票-工業 | 0.67% | -0.12% | -1.91% | |
| 46 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 0.63% | — | -1.44% | |
| 47 | FDX | Fedex CORP | 股票-工業 | 0.63% | — | -7.03% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.63% | — | — | |
| 49 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.62% | -0.03% | — | |
| 50 | DE | Deere & Co | 股票-工業 | 0.61% | — | — |