CIK: 0001534400
申報總市值
US$126.8億
僅顯示前 200 大持股（共 1399 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.56% | — | +35.42% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.55% | -1.00% | +33.72% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.42% | -0.10% | +12.11% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.35% | -0.11% | +16.97% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.03% | — | +37.32% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.96% | — | +44.58% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.27% | +0.25% | +16.74% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.25% | +0.30% | +20.19% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.24% | +0.78% | +9.37% | |
| 10 | TSLA | Tesla INC | 股票-循環性消費 | 1.23% | — | +317.42% | |
| 11 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 1.22% | -1.11% | +9.77% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.14% | — | +68.43% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.94% | — | +66.33% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.88% | — | +17.79% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.87% | — | +11.30% | |
| 16 | BND | Vanguard Total Bond Market | ETF-其他 | 0.84% | — | +15.47% | |
| 17 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-其他 | 0.76% | — | +20.55% | |
| 18 | HD | Home Depot INC | 股票-循環性消費 | 0.69% | -0.09% | +28.64% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.68% | — | +21.26% | |
| 20 | FTCS | First Trust Capital Strength | ETF-其他 | 0.68% | -0.05% | +16.20% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.66% | -0.29% | +24.73% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.66% | — | +12.45% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | +0.13% | +18.43% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.63% | +0.05% | +13.09% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.03% | +21.06% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.56% | — | -2.96% | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.55% | — | +35.80% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.54% | — | +37.15% | |
| 29 | CLF | Cleveland-cliffs INC | 股票-原物料 | 0.53% | — | +3.08% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.50% | — | +23.88% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.50% | +0.09% | +29.98% | |
| 32 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.48% | — | +29.44% | |
| 33 | DE | Deere & Co | 股票-工業 | 0.47% | — | +73.75% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.45% | — | +6.93% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.44% | — | +16.96% | |
| 36 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.44% | +0.01% | +19.19% | |
| 37 | CRM | Salesforce INC | 股票-科技 | 0.43% | — | +9.68% | |
| 38 | HON | Honeywell International INC | 股票-工業 | 0.43% | — | +16.97% | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.43% | — | +25.41% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.42% | — | +0.81% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | — | +8.50% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | — | +6.38% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.41% | — | +47.15% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.41% | -0.06% | +27.41% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.40% | — | +21.80% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.39% | +0.87% | +391.46% | |
| 47 | NIO | Nio INC - Adr | 股票-循環性消費 | 0.39% | — | +30.23% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.39% | +0.08% | +22.93% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.39% | -0.07% | +32.68% | |
| 50 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.39% | — | +9.67% |