CIK: 0001948632
申報總市值
US$6.1億
僅顯示前 200 大持股（共 266 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 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 6.43% | — | +2.33% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.46% | — | +3.53% | |
| 3 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 4.07% | — | +1.28% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.44% | — | -14.83% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.20% | +0.27% | -2.49% | |
| 6 | CVBF | Cvb Financial CORP | 股票-其他 | 2.14% | +0.07% | -0.73% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.90% | -0.54% | +0.10% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.72% | — | -6.57% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.68% | — | +25.87% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.45% | -0.17% | +0.61% | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.31% | — | +8.80% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.23% | -0.31% | -3.80% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.17% | -0.70% | -5.23% | |
| 14 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 0.99% | — | -3.06% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 0.98% | -0.50% | -29.53% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 0.98% | +0.32% | +46.13% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 0.96% | -0.17% | -2.36% | |
| 18 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.95% | — | -3.01% | |
| 19 | USB | US Bancorp | 股票-金融 | 0.93% | -0.07% | -0.71% | |
| 20 | ✓ | 股票-其他 | 0.93% | — | -1.96% | ||
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.91% | -0.19% | +0.06% | |
| 22 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.84% | — | +0.41% | |
| 23 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.83% | — | +0.28% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.83% | — | -5.54% | |
| 25 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.80% | — | +1.94% | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.78% | — | -3.45% | |
| 27 | ECL | Ecolab INC | 股票-原物料 | 0.78% | — | +1.56% | |
| 28 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.75% | +0.10% | -3.10% | |
| 29 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.73% | — | -1.46% | |
| 30 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.72% | — | -9.24% | |
| 31 | ALL | Allstate CORP | 股票-金融 | 0.72% | — | -8.43% | |
| 32 | DHR | Danaher CORP | 股票-醫療保健 | 0.71% | -0.14% | +1.91% | |
| 33 | CELG | Celgene CORP | 股票-其他 | 0.71% | — | +0.57% | |
| 34 | MCK | Mckesson CORP | 股票-醫療保健 | 0.70% | — | -1.90% | |
| 35 | UNP | Union Pacific CORP | 股票-工業 | 0.70% | — | +0.56% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.69% | — | +0.76% | |
| 37 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.69% | — | +4.50% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.68% | — | -4.64% | |
| 39 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.68% | -0.20% | +3.75% | |
| 40 | FISV | Fiserv INC | 股票-其他 | 0.67% | — | -32.11% | |
| 41 | TGT | Target CORP | 股票-循環性消費 | 0.66% | — | -0.03% | |
| 42 | SWK | Stanley Black & Decker INC | 股票-工業 | 0.65% | — | -0.20% | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.64% | — | +0.16% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.63% | — | -4.42% | |
| 45 | COF | Capital One Financial CORP | 股票-金融 | 0.62% | — | -1.50% | |
| 46 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.62% | — | -0.63% | |
| 47 | WMT | Walmart INC | 股票-非循環性消費 | 0.60% | +0.09% | -2.54% | |
| 48 | ABBV | Abbvie INC | 股票-醫療保健 | 0.60% | -0.09% | -3.56% | |
| 49 | DRI | Darden Restaurants INC | 股票-循環性消費 | 0.60% | — | -0.05% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.58% | — | -0.70% |