CIK: 0001677443
申報總市值
US$1.8億
| # | 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 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 24.47% | -2.89% | +0.20% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 10.04% | -2.07% | -2.35% | |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 7.62% | — | +2.11% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 7.41% | +0.06% | +1.80% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 6.43% | +0.62% | -6.93% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.19% | -0.82% | +4.36% | |
| 7 | VZ | Verizon Communications INC | 股票-通訊服務 | 4.85% | -0.21% | +0.11% | |
| 8 | SBUX | Starbucks CORP | 股票-循環性消費 | 4.47% | — | -1.71% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 4.21% | — | +0.46% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.03% | — | — | |
| 11 | T | At&t INC | 股票-通訊服務 | 4.00% | +0.33% | +13.56% | |
| 12 | UAA | Under Armour Inc-class A | 股票-循環性消費 | 3.94% | — | +61.48% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.22% | — | +0.84% | |
| 14 | MO | Altria Group INC | 股票-非循環性消費 | 1.86% | +0.03% | — | |
| 15 | MS | Morgan Stanley | 股票-金融 | 1.42% | — | — | |
| 16 | DUK | Du Pont E I De Nemour&Co | 股票-公用事業 | 0.67% | — | +97.14% | |
| 17 | PBCTEUR | People's United Financial | 股票-其他 | 0.51% | — | — | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 0.35% | +0.09% | — | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.27% | +0.10% | -2.70% | |
| 20 | D | Dominion Energy INC | 股票-公用事業 | 0.22% | +0.03% | NEW | |
| 21 | UNP | Union Pacific CORP | 股票-工業 | 0.21% | — | -2.04% | |
| 22 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.15% | +0.07% | — | |
| 23 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.13% | — | -11.14% | |
| 24 | PFE | Pfizer INC | 股票-醫療保健 | 0.12% | — | — | |
| 25 | AXP | American Express Co | 股票-金融 | 0.11% | — | — | |
| 26 | ✓ | Northstar Realty Finance | 股票-其他 | 0.11% | — | — | |
| 27 | CELG | Celgene CORP | 股票-其他 | 0.11% | — | -93.04% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.11% | +0.02% | — | |
| 29 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.10% | — | +16.35% | |
| 30 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.10% | +0.25% | NEW | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.10% | — | — | |
| 32 | TEVA | Teva Pharmaceutical-sp Adr | 股票-醫療保健 | 0.10% | — | — | |
| 33 | NSC | Norfolk Southern CORP | 股票-工業 | 0.09% | — | — | |
| 34 | TBT | Proshares Ultrashort 20+y Tr | ETF-其他 | 0.09% | — | — | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.09% | — | — | |
| 36 | FITEUR | Fitbit INC - A | 股票-其他 | 0.08% | — | — | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.08% | +0.03% | NEW | |
| 38 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.07% | +1.15% | NEW | |
| 39 | UNUSD | Unilever N V -ny Shares | 股票-其他 | 0.07% | — | — | |
| 40 | PPL | Ppl CORP | 股票-公用事業 | 0.07% | — | — | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.07% | — | — | |
| 42 | TWXCHF | Time Warner INC | 股票-其他 | 0.06% | — | -20.42% | |
| 43 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.06% | — | -7.68% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.06% | — | — | |
| 45 | AAL | American Airlines Group INC | 股票-工業 | 0.06% | — | — | |
| 46 | PEP | Pepsico INC | 股票-非循環性消費 | 0.05% | -0.07% | — | |
| 47 | ✓ | 股票-其他 | 0.05% | — | — | ||
| 48 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.05% | — | — | |
| 49 | HON | Honeywell International INC | 股票-工業 | 0.05% | — | -4.94% | |
| 50 | MSFT | Microsoft CORP | 股票-科技 | 0.04% | +0.05% | — |