CIK: 0001708001
申報總市值
US$6.1億
僅顯示前 200 大持股（共 390 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 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 15.50% | +0.56% | -5.69% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 14.79% | +0.30% | +27.15% | |
| 3 | QLD | Proshares Ultra Qqq | ETF-其他 | 6.32% | -0.81% | -39.03% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.73% | -0.75% | -11.44% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.62% | -0.17% | -10.78% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.92% | -0.06% | +0.90% | |
| 7 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.98% | — | -6.00% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.92% | -0.12% | -9.88% | |
| 9 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.89% | — | -10.07% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.78% | +0.20% | -11.02% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.65% | -0.10% | -9.67% | |
| 12 | ADP | Automatic Data Processing | 股票-科技 | 1.51% | -0.14% | +3.08% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.44% | -0.17% | -9.50% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.33% | -0.11% | +0.11% | |
| 15 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.18% | — | +5.46% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.17% | +0.18% | -16.79% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.11% | +0.18% | -0.79% | |
| 18 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.09% | — | -8.80% | |
| 19 | DHR | Danaher CORP | 股票-醫療保健 | 1.04% | — | -0.36% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.90% | +0.23% | -0.34% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.85% | — | -16.95% | |
| 22 | AMT | American Tower CORP | 股票-房地產 | 0.82% | -0.19% | -13.20% | |
| 23 | SYK | Stryker CORP | 股票-醫療保健 | 0.82% | — | -9.42% | |
| 24 | ABBV | Abbvie INC | 股票-醫療保健 | 0.75% | — | +3.47% | |
| 25 | WEC | Wec Energy Group INC | 股票-公用事業 | 0.72% | — | -20.63% | |
| 26 | NEM | Newmont CORP | 股票-原物料 | 0.66% | — | -13.58% | |
| 27 | T | At&t INC | 股票-通訊服務 | 0.62% | — | -13.56% | |
| 28 | NEE | Nextera Energy INC | 股票-公用事業 | 0.61% | — | +0.11% | |
| 29 | NOW | Servicenow INC | 股票-科技 | 0.57% | -0.46% | +0.71% | |
| 30 | CRM | Salesforce INC | 股票-科技 | 0.57% | — | -7.36% | |
| 31 | AES | Aes CORP | 股票-公用事業 | 0.55% | — | — | |
| 32 | HD | Home Depot INC | 股票-循環性消費 | 0.55% | — | -7.94% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | +13.77% | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.50% | — | -31.06% | |
| 35 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.49% | +0.40% | -6.69% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.49% | -0.12% | — | |
| 37 | TXN | Texas Instruments INC | 股票-科技 | 0.49% | — | -10.33% | |
| 38 | WM | Waste Management INC | 股票-工業 | 0.48% | — | -35.05% | |
| 39 | ED | Consolidated Edison INC | 股票-公用事業 | 0.46% | — | -27.00% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.46% | -0.05% | +1.67% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.45% | -0.10% | +2.35% | |
| 42 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.43% | — | — | |
| 43 | LHX | L3harris Technologies INC | 股票-工業 | 0.43% | — | -0.53% | |
| 44 | PFE | Pfizer INC | 股票-醫療保健 | 0.42% | — | -23.86% | |
| 45 | SLB | Slb LTD | 股票-能源 | 0.42% | — | +0.88% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.42% | — | — | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.42% | +0.13% | +21.33% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | -0.07% | +0.02% | |
| 49 | EVAUSD | Enviva INC | 股票-其他 | 0.41% | — | — | |
| 50 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.39% | — | — |