CIK: 0001800453
申報總市值
US$1.9億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 9.52% | — | -18.92% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 6.66% | — | +66.28% | |
| 3 | XSEP | Ft Vest U.s. Equity Enhance | ETF-其他 | 4.31% | — | — | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.49% | — | -2.25% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.66% | — | -3.93% | |
| 6 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 2.50% | — | — | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.35% | — | — | |
| 8 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 2.17% | — | -23.97% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.91% | — | — | |
| 10 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.91% | — | +0.55% | |
| 11 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.85% | — | +0.42% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.74% | — | -18.00% | |
| 13 | VDE | Vanguard Energy ETF | ETF-其他 | 1.73% | — | -41.67% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.71% | — | -15.97% | |
| 15 | ✓ | Nikola CORP | 股票-其他 | 1.70% | — | — | |
| 16 | GD | General Dynamics CORP | 股票-工業 | 1.69% | — | -25.23% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.69% | — | -18.16% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.59% | — | +0.07% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 1.58% | — | +4.22% | |
| 20 | HD | Home Depot INC | 股票-循環性消費 | 1.54% | — | -18.28% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.54% | — | — | |
| 22 | PEP | Pepsico INC | 股票-非循環性消費 | 1.46% | — | -2.78% | |
| 23 | RTX | Rtx CORP | 股票-工業 | 1.44% | — | — | |
| 24 | WMT | Walmart INC | 股票-非循環性消費 | 1.44% | — | — | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 1.39% | — | — | |
| 26 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 1.36% | — | -40.28% | |
| 27 | UPS | United Parcel Service-cl B | 股票-工業 | 1.36% | — | -0.78% | |
| 28 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 1.34% | — | -52.49% | |
| 29 | VFH | Vanguard Financials ETF | ETF-其他 | 1.32% | — | -34.10% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.28% | — | -36.31% | |
| 31 | TXN | Texas Instruments INC | 股票-科技 | 1.27% | — | -9.67% | |
| 32 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.27% | — | — | |
| 33 | DHR | Danaher CORP | 股票-醫療保健 | 1.27% | — | -32.10% | |
| 34 | MDT | Medtronic plc | 股票-醫療保健 | 1.27% | — | +104.84% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.24% | — | -33.65% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.21% | — | -24.03% | |
| 37 | PANW | Palo Alto Networks INC | 股票-科技 | 1.20% | — | -14.71% | |
| 38 | HON | Honeywell International INC | 股票-工業 | 1.15% | — | -24.21% | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.13% | — | — | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.11% | — | -9.50% | |
| 41 | RUN | Sunrun INC | 股票-科技 | 1.04% | — | +7.58% | |
| 42 | NOW | Servicenow INC | 股票-科技 | 1.04% | — | -22.92% | |
| 43 | AXP | American Express Co | 股票-金融 | 1.02% | — | -15.39% | |
| 44 | CMG | Chipotle Mexican Grill INC | 股票-循環性消費 | 1.01% | — | -37.50% | |
| 45 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.99% | — | -18.27% | |
| 46 | CRM | Salesforce INC | 股票-科技 | 0.96% | — | -8.60% | |
| 47 | WM | Waste Management INC | 股票-工業 | 0.89% | — | -35.92% | |
| 48 | SYK | Stryker CORP | 股票-醫療保健 | 0.78% | — | -35.61% | |
| 49 | LULU | Lululemon Athletica INC | 股票-循環性消費 | 0.78% | — | -36.03% | |
| 50 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.73% | — | -37.29% |