CIK: 0001632187
申報總市值
US$8.4億
僅顯示前 200 大持股（共 406 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 | 10.98% | -0.83% | -0.70% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.33% | -0.14% | -2.17% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.99% | — | -0.03% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.73% | -0.73% | -0.27% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 2.39% | -0.61% | +0.67% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.27% | — | +0.08% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.08% | -0.23% | -0.94% | |
| 8 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.82% | +0.21% | -0.01% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.64% | — | -2.14% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.38% | +0.33% | -0.38% | |
| 11 | PEP | Pepsico INC | 股票-非循環性消費 | 1.33% | +0.09% | +0.18% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.23% | -0.08% | -2.93% | |
| 13 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.19% | +0.14% | +1.22% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.18% | — | -2.60% | |
| 15 | ABBV | Abbvie INC | 股票-醫療保健 | 1.17% | -0.09% | -1.08% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 1.16% | -0.14% | -0.36% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.15% | +0.32% | +0.02% | |
| 18 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.13% | +0.22% | +0.32% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.10% | -0.11% | -4.52% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 1.08% | — | -5.19% | |
| 21 | WMT | Walmart INC | 股票-非循環性消費 | 1.04% | +0.11% | -3.80% | |
| 22 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 1.01% | — | +0.40% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.01% | -0.14% | +0.55% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.98% | -0.06% | +894.90% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.97% | — | -0.01% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.86% | — | -4.74% | |
| 27 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.86% | -0.08% | +11.94% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | +0.33% | -0.87% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.84% | — | -2.35% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.83% | +0.20% | +1.10% | |
| 31 | QCOM | Qualcomm INC | 股票-科技 | 0.80% | -0.16% | -0.52% | |
| 32 | EMR | Emerson Electric Co | 股票-工業 | 0.80% | — | -1.89% | |
| 33 | TXN | Texas Instruments INC | 股票-科技 | 0.77% | +0.06% | -1.44% | |
| 34 | CAT | Caterpillar INC | 股票-工業 | 0.74% | +0.24% | -2.03% | |
| 35 | CBU | Community Financial System I | 股票-其他 | 0.73% | — | -3.40% | |
| 36 | NUE | Nucor CORP | 股票-原物料 | 0.73% | — | -1.55% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.71% | +0.22% | -0.96% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.69% | — | -2.45% | |
| 39 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.68% | — | -2.45% | |
| 40 | BSCX | Invesco Bulletshares 2033 Cb | ETF-其他 | 0.65% | — | — | |
| 41 | AMGN | Amgen INC | 股票-醫療保健 | 0.64% | +0.07% | +2.47% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工業 | 0.63% | — | +2.34% | |
| 43 | ITW | Illinois Tool Works | 股票-工業 | 0.62% | — | — | |
| 44 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.60% | — | -0.42% | |
| 45 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.59% | — | -0.75% | |
| 46 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.56% | — | -0.72% | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.56% | -0.09% | -3.53% | |
| 48 | OMC | Omnicom Group | 股票-通訊服務 | 0.53% | — | -0.68% | |
| 49 | NEE | Nextera Energy INC | 股票-公用事業 | 0.51% | +0.06% | +0.74% | |
| 50 | RTX | Rtx CORP | 股票-工業 | 0.50% | — | +0.61% |