CIK: 0001567993
申報總市值
US$12.9億
僅顯示前 200 大持股（共 913 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 | AAPL | Apple INC | 股票-科技 | 6.72% | -1.02% | -1.57% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.72% | -1.14% | -0.43% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.87% | — | +0.71% | |
| 4 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.83% | +0.44% | -0.21% | |
| 5 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 2.79% | -0.15% | -0.92% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.27% | — | -0.16% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.24% | -0.39% | -0.71% | |
| 8 | APD | Air Products & Chemicals INC | 股票-原物料 | 2.23% | +0.17% | +0.05% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.19% | -0.29% | +0.30% | |
| 10 | PEP | Pepsico INC | 股票-非循環性消費 | 2.06% | — | -0.24% | |
| 11 | HD | Home Depot INC | 股票-循環性消費 | 1.97% | -0.07% | +3.40% | |
| 12 | DUK | Duke Energy CORP | 股票-公用事業 | 1.87% | +0.16% | -0.62% | |
| 13 | UNP | Union Pacific CORP | 股票-工業 | 1.81% | — | -0.21% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.78% | -0.18% | +0.58% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.66% | +0.25% | -0.29% | |
| 16 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.63% | -0.08% | -7.29% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.58% | +0.30% | +0.87% | |
| 18 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.50% | — | +2.20% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.40% | -0.17% | -0.32% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.37% | -0.24% | +0.23% | |
| 21 | DE | Deere & Co | 股票-工業 | 1.23% | +0.10% | -0.29% | |
| 22 | ACN | Accenture plc | 股票-科技 | 1.21% | -0.23% | -0.41% | |
| 23 | WM | Waste Management INC | 股票-工業 | 1.15% | — | -2.64% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.15% | +0.15% | +1.74% | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.10% | -0.11% | -1.65% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 1.10% | -0.29% | -0.71% | |
| 27 | GS | Goldman Sachs Group INC | 股票-金融 | 1.09% | -0.07% | -0.02% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.00% | — | -3.86% | |
| 29 | ETN | Eaton Corporation plc | 股票-工業 | 0.97% | +0.17% | -0.26% | |
| 30 | WMT | Walmart INC | 股票-非循環性消費 | 0.93% | +0.18% | +3.50% | |
| 31 | SYK | Stryker CORP | 股票-醫療保健 | 0.92% | — | -0.04% | |
| 32 | PANW | Palo Alto Networks INC | 股票-科技 | 0.92% | -0.10% | +0.66% | |
| 33 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.82% | — | -0.66% | |
| 34 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.82% | +0.10% | +2.57% | |
| 35 | BX | Blackstone INC | 股票-金融 | 0.81% | -0.22% | -0.88% | |
| 36 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.81% | — | +2.40% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | — | +3.17% | |
| 38 | TXN | Texas Instruments INC | 股票-科技 | 0.78% | — | +0.45% | |
| 39 | TT | Trane Technologies plc | 股票-工業 | 0.78% | — | -0.68% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.78% | — | +1.30% | |
| 41 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.77% | — | +1.02% | |
| 42 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.77% | — | +1.39% | |
| 43 | CTAS | Cintas CORP | 股票-工業 | 0.77% | -0.05% | +0.17% | |
| 44 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.76% | +0.11% | -5.90% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工業 | 0.76% | +0.14% | +0.89% | |
| 46 | STE | STERIS plc | 股票-醫療保健 | 0.69% | -0.07% | +4.59% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.68% | — | +2.29% | |
| 48 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.66% | — | -10.28% | |
| 49 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.65% | — | -1.08% | |
| 50 | TFC | Truist Financial CORP | 股票-金融 | 0.65% | -0.08% | -1.51% |