CIK: 0001948632
申報總市值
US$6.1億
僅顯示前 200 大持股（共 284 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 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.63% | — | +0.29% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.62% | — | -3.88% | |
| 3 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 3.33% | — | -0.64% | |
| 4 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 3.20% | — | -0.92% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.16% | — | -15.19% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-其他 | 3.12% | — | +18.37% | |
| 7 | CVBF | Cvb Financial CORP | 股票-其他 | 2.59% | +0.07% | -0.62% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.20% | -0.54% | -2.14% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.88% | — | -1.30% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.81% | — | -3.81% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.64% | +0.27% | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.60% | -0.70% | -1.85% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.49% | -0.31% | -2.12% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.43% | -0.17% | +4.72% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.22% | -0.17% | -4.33% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.14% | — | -0.68% | |
| 17 | USB | US Bancorp | 股票-金融 | 1.05% | -0.07% | — | |
| 18 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.02% | — | +9.38% | |
| 19 | ✓ | Powershares | 股票-其他 | 1.02% | — | -0.59% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.98% | -0.19% | -3.71% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.85% | +0.32% | -1.23% | |
| 22 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.84% | — | -0.97% | |
| 23 | CSCO | Cisco Systems INC | 股票-科技 | 0.82% | — | -1.13% | |
| 24 | ABBV | Abbvie INC | 股票-醫療保健 | 0.81% | -0.09% | +83.98% | |
| 25 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.77% | — | -3.94% | |
| 26 | CELG | Celgene CORP | 股票-其他 | 0.75% | — | -3.97% | |
| 27 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.69% | — | -4.31% | |
| 28 | UNP | Union Pacific CORP | 股票-工業 | 0.68% | — | -4.20% | |
| 29 | SWK | Stanley Black & Decker INC | 股票-工業 | 0.68% | — | -2.13% | |
| 30 | COF | Capital One Financial CORP | 股票-金融 | 0.68% | — | -2.13% | |
| 31 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.67% | -0.20% | -2.47% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.65% | — | -3.24% | |
| 33 | FISV | Fiserv INC | 股票-其他 | 0.64% | — | -2.26% | |
| 34 | ECL | Ecolab INC | 股票-原物料 | 0.64% | — | -7.32% | |
| 35 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.63% | — | -5.03% | |
| 36 | ALL | Allstate CORP | 股票-金融 | 0.62% | — | -2.90% | |
| 37 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.60% | — | -2.48% | |
| 38 | ROP | Roper Technologies INC | 股票-科技 | 0.60% | — | -1.96% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.60% | — | -2.59% | |
| 40 | HPQ | Hp INC | 股票-科技 | 0.58% | — | -3.21% | |
| 41 | ✓ | 股票-其他 | 0.57% | — | +0.53% | ||
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.56% | — | -11.86% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.55% | — | -2.49% | |
| 44 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.54% | +0.10% | -19.12% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.54% | -0.50% | -3.18% | |
| 46 | EBAY | Ebay INC | 股票-循環性消費 | 0.53% | — | -1.93% | |
| 47 | 9990302D | Apache CORP | 股票-其他 | 0.53% | — | +6.20% | |
| 48 | MET | Metlife INC | 股票-金融 | 0.53% | — | -3.59% | |
| 49 | UNM | Unum Group | 股票-金融 | 0.52% | — | -2.06% | |
| 50 | BIIB | Biogen INC | 股票-醫療保健 | 0.52% | — | +50.60% |