CIK: 0001632187
申報總市值
US$8.4億
僅顯示前 200 大持股（共 385 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 | 10.32% | -0.83% | -0.49% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.85% | -0.14% | -0.03% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.78% | -0.73% | -3.43% | |
| 4 | IBM | Intl Business Machines CORP | 股票-科技 | 3.72% | -0.61% | -1.69% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.68% | — | -11.87% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.75% | -0.23% | -3.50% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.00% | +0.42% | +20.62% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.67% | — | -0.01% | |
| 9 | CSCO | Cisco Systems INC | 股票-科技 | 1.51% | — | -1.49% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.49% | -0.14% | -10.95% | |
| 11 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.36% | +0.14% | +2.28% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.33% | +0.33% | -0.05% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.31% | +0.32% | +10.87% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.28% | -0.08% | -0.98% | |
| 15 | WMT | Walmart INC | 股票-非循環性消費 | 1.28% | +0.11% | -7.47% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.25% | -0.11% | -0.37% | |
| 17 | ABBV | Abbvie INC | 股票-醫療保健 | 1.22% | -0.09% | -2.89% | |
| 18 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.20% | +0.21% | +2.04% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.19% | -0.08% | +3.83% | |
| 20 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.16% | +0.22% | -1.38% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.14% | -0.14% | +2.38% | |
| 22 | PEP | Pepsico INC | 股票-非循環性消費 | 1.12% | +0.09% | +3.42% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.09% | — | +1.75% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.04% | — | -2.85% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.97% | -0.06% | -2.98% | |
| 26 | EMR | Emerson Electric Co | 股票-工業 | 0.95% | — | -0.63% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.95% | +0.20% | -1.17% | |
| 28 | CBU | Community Financial System I | 股票-其他 | 0.88% | — | +3.69% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.87% | — | -0.14% | |
| 30 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.87% | -0.23% | +0.20% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.87% | — | -4.19% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | +0.33% | +1.81% | |
| 33 | CAT | Caterpillar INC | 股票-工業 | 0.79% | +0.24% | -3.17% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.73% | — | -1.10% | |
| 35 | TXN | Texas Instruments INC | 股票-科技 | 0.72% | +0.06% | -2.82% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.69% | -0.09% | -3.23% | |
| 37 | RTX | Rtx CORP | 股票-工業 | 0.69% | — | -0.78% | |
| 38 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.69% | +0.06% | +0.02% | |
| 39 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.69% | — | -2.80% | |
| 40 | QCOM | Qualcomm INC | 股票-科技 | 0.67% | -0.16% | -1.61% | |
| 41 | UPS | United Parcel Service-cl B | 股票-工業 | 0.65% | — | +13.00% | |
| 42 | GLW | Corning INC | 股票-科技 | 0.64% | +0.27% | +0.57% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.64% | +0.22% | +0.22% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | -0.07% | -2.99% | |
| 45 | ITW | Illinois Tool Works | 股票-工業 | 0.62% | — | -2.28% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.60% | — | -5.31% | |
| 47 | AMGN | Amgen INC | 股票-醫療保健 | 0.59% | +0.07% | +1.61% | |
| 48 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.58% | — | +1.11% | |
| 49 | CB | Chubb Limited | 股票-金融 | 0.58% | — | +0.73% | |
| 50 | NUE | Nucor CORP | 股票-原物料 | 0.57% | — | -3.04% |