CIK: 0001632253
申報總市值
US$2.8億
僅顯示前 200 大持股（共 441 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 | AAPL | Apple INC | 股票-科技 | 3.54% | -0.06% | -3.37% | |
| 2 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.97% | — | +0.94% | |
| 3 | ABBV | Abbvie INC | 股票-醫療保健 | 2.60% | — | -0.30% | |
| 4 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 2.57% | — | +1.27% | |
| 5 | PSX | Phillips 66 | 股票-能源 | 2.55% | — | +0.97% | |
| 6 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.30% | — | -0.01% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.29% | — | +2.19% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.26% | +0.04% | -0.12% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.24% | +0.47% | +8.91% | |
| 10 | T | At&t INC | 股票-通訊服務 | 2.22% | — | +1.48% | |
| 11 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 2.19% | — | -1.10% | |
| 12 | MRK | Merck & Co. INC. | 股票-醫療保健 | 2.14% | — | +1.13% | |
| 13 | PRU | Prudential Financial INC | 股票-金融 | 2.11% | +0.07% | -0.91% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.08% | +0.17% | +1.09% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.06% | — | +0.59% | |
| 16 | APD | Air Products & Chemicals INC | 股票-原物料 | 2.00% | -0.88% | EXIT | |
| 17 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.00% | — | +1916.49% | |
| 18 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.93% | — | +1.83% | |
| 19 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.86% | — | -1.52% | |
| 20 | SLB | Slb LTD | 股票-能源 | 1.74% | — | -2.04% | |
| 21 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.69% | — | +3.11% | |
| 22 | SO | Southern Co/the | 股票-公用事業 | 1.61% | — | -0.37% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.53% | — | -1.24% | |
| 24 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.53% | — | +1.11% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.50% | — | +0.00% | |
| 26 | GSK | GSK plc ADRhedged | 股票-醫療保健 | 1.47% | — | +6.86% | |
| 27 | F | Ford Motor Co | 股票-循環性消費 | 1.46% | — | -0.78% | |
| 28 | DOW | Dow Chem Co | 股票-原物料 | 1.44% | — | -1.03% | |
| 29 | GILD | Gilead Sciences INC | 股票-醫療保健 | 1.40% | — | -0.71% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.38% | +1.72% | NEW | |
| 31 | WOO | Foot Locker INC | 股票-其他 | 1.34% | — | -11.60% | |
| 32 | DSL | Doubleline Income Solutions | 股票-其他 | 1.33% | — | -0.57% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 1.25% | -0.08% | -1.74% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.10% | — | -1.53% | |
| 35 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.00% | -0.02% | +9.00% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.99% | -0.04% | +0.73% | |
| 37 | CELG | Celgene CORP | 股票-其他 | 0.92% | — | +1.49% | |
| 38 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 0.88% | — | +3.24% | |
| 39 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.86% | — | -2.18% | |
| 40 | SWKS | Skyworks Solutions INC | 股票-科技 | 0.78% | — | -1.54% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.76% | — | -1.22% | |
| 42 | UAA | Under Armour Inc-class A | 股票-循環性消費 | 0.76% | — | -2.15% | |
| 43 | MO | Altria Group INC | 股票-非循環性消費 | 0.67% | — | -0.57% | |
| 44 | NBB | Nuveen Taxable Municipal INC | 股票-其他 | 0.65% | — | — | |
| 45 | XNQPX | Nuveen Pa Qlty Muni INC | 股票-其他 | 0.64% | — | -4.05% | |
| 46 | HON | Honeywell International INC | 股票-工業 | 0.61% | -0.27% | +1.08% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | — | — | |
| 48 | PM | Philip Morris International | 股票-非循環性消費 | 0.55% | — | — | |
| 49 | UA | Under Armour Inc-class C | 股票-循環性消費 | 0.53% | — | -17.75% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.53% | -0.11% | +2.68% |