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 | 21.20% | -2.89% | +1.25% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.39% | -2.07% | -4.70% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 5.84% | +0.62% | +11.66% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 4.88% | +0.06% | +2.43% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.71% | -0.82% | +7.95% | |
| 6 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 4.14% | — | +7.79% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.81% | — | +7.79% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.77% | — | +4.80% | |
| 9 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 3.36% | — | +78220.00% | |
| 10 | RTN1USD | Raytheon Company | 股票-其他 | 2.95% | -0.39% | +1.82% | |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 2.69% | — | -3.93% | |
| 12 | FRCB | First Republic Bank/ca | 股票-金融 | 2.62% | — | -2.53% | |
| 13 | T | At&t INC | 股票-通訊服務 | 2.42% | +0.33% | -0.65% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 2.32% | — | +8.18% | |
| 15 | GS | Goldman Sachs Group INC | 股票-金融 | 2.31% | — | -4.47% | |
| 16 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 2.31% | — | — | |
| 17 | CVX | Chevron CORP | 股票-能源 | 2.28% | -0.19% | +2.13% | |
| 18 | TSLA | Tesla INC | 股票-循環性消費 | 1.94% | -0.33% | +233.97% | |
| 19 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.93% | -0.21% | -0.59% | |
| 20 | ATVIEUR | Activision Blizzard INC | 股票-通訊服務 | 1.87% | — | — | |
| 21 | XLE | Ss Energy Select Sector | ETF-其他 | 1.43% | — | -1.98% | |
| 22 | CSX | Csx CORP | 股票-工業 | 1.42% | — | — | |
| 23 | CRM | Salesforce INC | 股票-科技 | 1.34% | +1.20% | NEW | |
| 24 | PHM | Pultegroup INC | 股票-循環性消費 | 1.14% | — | +11.94% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | +0.10% | -4.94% | |
| 26 | MS | Morgan Stanley | 股票-金融 | 0.88% | — | +0.31% | |
| 27 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.53% | — | -9.52% | |
| 28 | UAA | Under Armour Inc-class A | 股票-循環性消費 | 0.45% | — | -3.02% | |
| 29 | UL | Unilever PLC | 股票-非循環性消費 | 0.38% | -0.18% | +8.46% | |
| 30 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.30% | — | — | |
| 31 | XLF | Ss Financial Select Sector | ETF-其他 | 0.27% | — | +0.82% | |
| 32 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.24% | — | — | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.22% | +0.24% | — | |
| 34 | PBCTEUR | People's United Financial | 股票-其他 | 0.22% | — | -12.66% | |
| 35 | DB | Deutsche Bank Aktiengesellschaft | 股票-金融 | 0.22% | — | -0.44% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.16% | +0.02% | +18.06% | |
| 37 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.16% | +0.03% | -34.65% | |
| 38 | MO | Altria Group INC | 股票-非循環性消費 | 0.13% | +0.03% | — | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.13% | +0.05% | +0.03% | |
| 40 | XONUSD | Intrexon CORP | 股票-其他 | 0.11% | — | — | |
| 41 | PFE | Pfizer INC | 股票-醫療保健 | 0.11% | — | — | |
| 42 | HON | Honeywell International INC | 股票-工業 | 0.11% | — | — | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.10% | — | +5.81% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.10% | — | — | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.10% | +0.07% | -3.15% | |
| 46 | NSC | Norfolk Southern CORP | 股票-工業 | 0.09% | — | — | |
| 47 | USB | US Bancorp | 股票-金融 | 0.09% | — | -65.16% | |
| 48 | AVGO | Broadcom Inc. | 股票-科技 | 0.09% | — | — | |
| 49 | BA | Boeing Co/the | 股票-工業 | 0.08% | +0.13% | — | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.08% | -0.07% | +0.09% |