CIK: 0001536755
申報總市值
US$6.3億
僅顯示前 200 大持股（共 241 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 34.60% | -0.21% | — | |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 12.44% | — | — | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 12.02% | — | — | |
| 4 | ✓ | Powershares | 股票-其他 | 4.72% | — | — | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.21% | — | — | |
| 6 | IYC | Ishares US Consumer Discreti | ETF-其他 | 2.65% | — | — | |
| 7 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 2.62% | — | — | |
| 8 | IDU | Ishares US Utilities ETF | ETF-其他 | 1.98% | — | — | |
| 9 | IYF | Ishares US Financials ETF | ETF-其他 | 1.87% | — | — | |
| 10 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.27% | — | — | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.82% | -0.23% | — | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.81% | — | — | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.79% | -0.67% | — | |
| 14 | IYK | Ishares US Consumer Staples | ETF-其他 | 0.69% | — | — | |
| 15 | AAPL | Apple INC | 股票-科技 | 0.60% | — | — | |
| 16 | T | At&t INC | 股票-通訊服務 | 0.57% | — | — | |
| 17 | INTC | Intel CORP | 股票-科技 | 0.52% | — | — | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.48% | -0.62% | — | |
| 19 | LMT | Lockheed Martin CORP | 股票-工業 | 0.47% | +0.07% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.46% | +0.07% | — | |
| 21 | DUK | Duke Energy CORP | 股票-公用事業 | 0.44% | — | — | |
| 22 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.43% | — | — | |
| 23 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.43% | — | — | |
| 24 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 0.43% | — | — | |
| 25 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.42% | — | — | |
| 26 | REYN | Reynolds Consumer Products Inc. | 股票-其他 | 0.42% | — | — | |
| 27 | ✓ | Powershares ETF Trust | ETF-其他 | 0.41% | — | — | |
| 28 | AVA | Avista CORP | 股票-公用事業 | 0.41% | — | — | |
| 29 | SO | Southern Co/the | 股票-公用事業 | 0.40% | — | — | |
| 30 | WM | Waste Management INC | 股票-工業 | 0.40% | — | — | |
| 31 | CTLEUR | Centurylink INC | 股票-其他 | 0.40% | — | — | |
| 32 | KKR | KKR & Co. Inc. | 股票-金融 | 0.38% | — | — | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.37% | — | — | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.36% | — | — | |
| 35 | ORI | Old Republic Intl CORP | 股票-金融 | 0.35% | — | — | |
| 36 | COP | Conocophillips | 股票-能源 | 0.35% | — | — | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.35% | — | — | |
| 38 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.32% | — | — | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.31% | +0.08% | — | |
| 40 | ✓ | Guggenheim S&p 500 Pure Growth | 股票-其他 | 0.30% | — | — | |
| 41 | ARCC | Ares Capital CORP | 股票-金融 | 0.30% | — | — | |
| 42 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.30% | — | — | |
| 43 | ✓ | Powershares ETF Trust | ETF-其他 | 0.28% | — | — | |
| 44 | GSK | GSK plc ADRhedged | 股票-醫療保健 | 0.26% | — | — | |
| 45 | UBCP | United Bancorp Inc/ohio | 股票-其他 | 0.26% | — | — | |
| 46 | ✓ | Mkt V. Short Muni Index | 股票-其他 | 0.23% | — | — | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.19% | — | — | |
| 48 | ET | Energy Transfer LP | 股票-能源 | 0.19% | — | — | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.17% | -0.09% | — | |
| 50 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.17% | — | — |