CIK: 0001567993
申報總市值
US$12.9億
僅顯示前 200 大持股（共 916 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 | 8.83% | -1.02% | -1.05% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.87% | -1.14% | -2.43% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.88% | — | -3.87% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.41% | -0.39% | -3.67% | |
| 5 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.39% | +0.44% | -1.06% | |
| 6 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 2.22% | -0.15% | -1.80% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.16% | -0.29% | -4.01% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.03% | — | -2.97% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.94% | -0.17% | -1.22% | |
| 10 | APD | Air Products & Chemicals INC | 股票-原物料 | 1.91% | +0.17% | -1.67% | |
| 11 | PEP | Pepsico INC | 股票-非循環性消費 | 1.87% | — | -1.65% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.72% | -0.18% | -0.43% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.69% | +0.25% | -3.06% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.67% | -0.24% | -1.00% | |
| 15 | HD | Home Depot INC | 股票-循環性消費 | 1.65% | -0.07% | -2.64% | |
| 16 | UNP | Union Pacific CORP | 股票-工業 | 1.57% | — | -2.49% | |
| 17 | PANW | Palo Alto Networks INC | 股票-科技 | 1.53% | -0.10% | -1.16% | |
| 18 | DUK | Duke Energy CORP | 股票-公用事業 | 1.43% | +0.16% | -2.45% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.40% | -0.29% | -1.87% | |
| 20 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.34% | -0.08% | -3.34% | |
| 21 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.27% | — | -1.08% | |
| 22 | ACN | Accenture plc | 股票-科技 | 1.25% | -0.23% | -1.94% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.24% | +0.30% | -0.96% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.16% | — | -2.13% | |
| 25 | WM | Waste Management INC | 股票-工業 | 1.11% | — | -1.82% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.11% | +0.15% | +2.32% | |
| 27 | ETN | Eaton Corporation plc | 股票-工業 | 1.10% | +0.17% | -0.13% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 1.05% | -0.07% | -0.68% | |
| 29 | DE | Deere & Co | 股票-工業 | 1.01% | +0.10% | -3.45% | |
| 30 | SYK | Stryker CORP | 股票-醫療保健 | 1.00% | — | -2.94% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.98% | -0.11% | -3.89% | |
| 32 | WMT | Walmart INC | 股票-非循環性消費 | 0.94% | +0.18% | +1.36% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.92% | — | -1.51% | |
| 34 | GS | Goldman Sachs Group INC | 股票-金融 | 0.89% | -0.07% | -3.03% | |
| 35 | AMAT | Applied Materials INC | 股票-科技 | 0.88% | +0.36% | +2.75% | |
| 36 | BX | Blackstone INC | 股票-金融 | 0.87% | -0.22% | -3.08% | |
| 37 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.84% | +0.10% | +8.91% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | — | +2.53% | |
| 39 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.78% | — | -0.07% | |
| 40 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.77% | +0.11% | +8.09% | |
| 41 | STE | STERIS plc | 股票-醫療保健 | 0.76% | -0.07% | -0.34% | |
| 42 | TT | Trane Technologies plc | 股票-工業 | 0.76% | — | -3.17% | |
| 43 | TXN | Texas Instruments INC | 股票-科技 | 0.76% | — | -0.27% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.75% | — | -2.63% | |
| 45 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.72% | — | +0.55% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.72% | -0.12% | -2.73% | |
| 47 | CTAS | Cintas CORP | 股票-工業 | 0.71% | -0.05% | -5.60% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工業 | 0.69% | +0.14% | +5.06% | |
| 49 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.66% | — | -2.09% | |
| 50 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.66% | — | -7.12% |