CIK: 0001731732
申報總市值
US$12.4億
僅顯示前 200 大持股（共 794 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 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 4.50% | — | — | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.39% | — | +3.03% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.77% | -0.10% | +2.43% | |
| 4 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 3.60% | — | +298.48% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.99% | — | +4.90% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.97% | +0.27% | -2.06% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.90% | +0.04% | -3.08% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 2.85% | +0.02% | +3.26% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.46% | — | +28.36% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.99% | — | — | |
| 11 | ARI | Apollo Commercial Real Estat | 股票-其他 | 1.89% | — | -0.51% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.79% | — | -3.70% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.67% | — | +0.81% | |
| 14 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.66% | — | +6.42% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.61% | +1.86% | +1.41% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.41% | — | -4.59% | |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.12% | — | +6.28% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 1.11% | +0.27% | +0.05% | |
| 19 | XLE | Ss Energy Select Sector | ETF-其他 | 1.10% | — | +5.66% | |
| 20 | SPGI | S&p Global INC | 股票-金融 | 0.98% | — | +7.51% | |
| 21 | LUV | Southwest Airlines Co | 股票-工業 | 0.97% | — | -4.58% | |
| 22 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.93% | — | -1.25% | |
| 23 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.93% | — | +1.54% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.92% | — | -26.25% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.90% | — | -1.43% | |
| 26 | XLF | Ss Financial Select Sector | ETF-其他 | 0.85% | — | +5.34% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.82% | — | +0.20% | |
| 28 | T | At&t INC | 股票-通訊服務 | 0.82% | — | -5.49% | |
| 29 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.76% | — | +0.09% | |
| 30 | ETW | Eaton Vance T/m Glbl Buy-wr | 股票-其他 | 0.72% | — | +8.31% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工業 | 0.72% | — | +4.87% | |
| 32 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-其他 | 0.71% | — | — | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | +0.43% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.64% | +0.05% | -1.37% | |
| 35 | C | Citigroup INC | 股票-金融 | 0.62% | — | -0.26% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | — | +0.18% | |
| 37 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.60% | — | +9.51% | |
| 38 | IHF | Ishares U.s. Healthcare Prov | ETF-其他 | 0.59% | — | +2.16% | |
| 39 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.58% | — | -2.03% | |
| 40 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.57% | — | -1.41% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.57% | — | +2.15% | |
| 42 | QCOM | Qualcomm INC | 股票-科技 | 0.55% | — | +0.17% | |
| 43 | FXO | First Trust Financial Alphad | ETF-其他 | 0.52% | — | -2.55% | |
| 44 | NNN | Nnn Reit INC | 股票-房地產 | 0.52% | — | -2.35% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.52% | — | -1.18% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.51% | — | -5.81% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.51% | — | -0.61% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.50% | — | +0.97% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.49% | — | +4.10% | |
| 50 | MO | Altria Group INC | 股票-非循環性消費 | 0.48% | — | -38.03% |