CIK: 0001631738
申報總市值
US$3.7億
僅顯示前 200 大持股（共 259 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 | 6.43% | +0.30% | -0.93% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 5.81% | -1.66% | +5.46% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.46% | -0.08% | -0.61% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.35% | +0.08% | -1.65% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.27% | -0.35% | -0.74% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.12% | +0.51% | +0.24% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.07% | +0.63% | -0.03% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 2.83% | — | +0.11% | |
| 9 | PANW | Palo Alto Networks INC | 股票-科技 | 2.47% | -0.45% | -0.68% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.46% | — | -0.38% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.40% | — | +10.32% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.37% | — | -5.19% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.80% | -0.12% | -0.16% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.79% | +0.08% | +0.26% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.50% | -0.11% | +13.54% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.48% | — | +0.54% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.43% | -0.02% | +0.22% | |
| 18 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.40% | -0.30% | -0.05% | |
| 19 | CRM | Salesforce INC | 股票-科技 | 1.36% | +0.20% | — | |
| 20 | AMGN | Amgen INC | 股票-醫療保健 | 1.34% | -0.30% | +0.22% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.28% | -0.03% | -12.30% | |
| 22 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.24% | -0.20% | +0.48% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.22% | -0.06% | — | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.22% | -0.01% | -1.95% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.15% | -0.23% | +0.01% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.15% | -0.03% | +16.48% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.12% | — | -14.75% | |
| 28 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.08% | -0.11% | -0.27% | |
| 29 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.05% | -0.08% | -0.05% | |
| 30 | ACN | Accenture plc | 股票-科技 | 1.00% | -0.05% | -1.35% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.95% | — | +1.02% | |
| 32 | XLE | Ss Energy Select Sector | ETF-其他 | 0.94% | -0.16% | -4.30% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.92% | -0.05% | +3.22% | |
| 34 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.92% | — | +406.73% | |
| 35 | WDAY | Workday Inc-class A | 股票-科技 | 0.87% | — | -0.54% | |
| 36 | VFH | Vanguard Financials ETF | ETF-其他 | 0.85% | -0.04% | — | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.82% | -0.10% | +2.16% | |
| 38 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.80% | — | — | |
| 39 | PAYX | Paychex INC | 股票-科技 | 0.78% | — | +0.71% | |
| 40 | XLF | Ss Financial Select Sector | ETF-其他 | 0.77% | — | +0.00% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.76% | -0.04% | — | |
| 42 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.75% | — | -5.22% | |
| 43 | RTX | Rtx CORP | 股票-工業 | 0.71% | -0.12% | +0.47% | |
| 44 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.70% | -0.19% | -0.92% | |
| 45 | XLB | Ss Materials Select Sector | ETF-其他 | 0.69% | -0.05% | -0.75% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.67% | — | +0.04% | |
| 47 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 0.65% | — | — | |
| 48 | DE | Deere & Co | 股票-工業 | 0.58% | — | — | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.55% | — | -0.22% | |
| 50 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.55% | -0.03% | — |