CIK: 0001568298
申報總市值
US$3.8億
僅顯示前 200 大持股（共 228 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 | HDV | Ishares Core High Dividend E | ETF-其他 | 22.80% | — | +25.59% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 14.04% | — | +3.21% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 11.40% | — | +6.98% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 10.61% | — | +2.39% | |
| 5 | INTC | Intel CORP | 股票-科技 | 3.93% | — | +1.82% | |
| 6 | PPL | Ppl CORP | 股票-公用事業 | 3.74% | — | +3.57% | |
| 7 | PFE | Pfizer INC | 股票-醫療保健 | 3.66% | — | +17.58% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 3.34% | — | +11.27% | |
| 9 | VZ | Verizon Communications INC | 股票-通訊服務 | 3.28% | — | +10.76% | |
| 10 | VLO | Valero Energy CORP | 股票-能源 | 3.12% | — | +2.86% | |
| 11 | XLF | Ss Financial Select Sector | ETF-其他 | 2.90% | — | +0.30% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 2.53% | — | +15.57% | |
| 13 | AAPL | Apple INC | 股票-科技 | 2.29% | — | +5.62% | |
| 14 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.76% | — | +0.03% | |
| 15 | SO | Southern Co/the | 股票-公用事業 | 1.72% | — | -39.08% | |
| 16 | VAL | Valaris Limited | 股票-能源 | 1.22% | — | — | |
| 17 | IDV | Ishares International Select | ETF-其他 | 1.08% | — | -82.78% | |
| 18 | STT | State Street CORP | 股票-金融 | 0.54% | — | — | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.48% | — | +4.42% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.34% | — | +3.55% | |
| 21 | MKL | Markel Group INC | 股票-金融 | 0.30% | — | — | |
| 22 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 0.26% | — | -8.10% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.26% | — | +3.51% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.25% | — | +4.72% | |
| 25 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.24% | — | +12.23% | |
| 26 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.23% | — | +4.13% | |
| 27 | IXG | Ishares Global Financials Et | ETF-其他 | 0.22% | — | +2.66% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.20% | — | +7.53% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.17% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.15% | — | +33.20% | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.13% | — | +25.49% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事業 | 0.12% | — | +753.65% | |
| 33 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.11% | — | -11.42% | |
| 34 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 0.11% | — | +11.54% | |
| 35 | ✓ | Web.com Group INC | 股票-其他 | 0.07% | — | +153.00% | |
| 36 | ATMP | Barclays ETN+ Select MLP ETN | 股票-其他 | 0.06% | — | — | |
| 37 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.06% | — | +465.49% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.05% | — | — | |
| 39 | OMC | Omnicom Group | 股票-通訊服務 | 0.05% | — | — | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.05% | — | — | |
| 41 | NOC | Northrop Grumman CORP | 股票-工業 | 0.05% | — | +0.64% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.05% | — | +136.16% | |
| 43 | TWI | Titan International INC | 股票-其他 | 0.05% | — | +100.00% | |
| 44 | BHK | Blackrock Core Bond Trust | 股票-其他 | 0.05% | — | — | |
| 45 | QCOM | Qualcomm INC | 股票-科技 | 0.05% | — | +80.04% | |
| 46 | PRIV | State Street IG Public & Private Credit ETF | ETF-其他 | 0.05% | — | — | |
| 47 | MSFT | Microsoft CORP | 股票-科技 | 0.05% | — | +224.75% | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.04% | — | — | |
| 49 | PM | Philip Morris International | 股票-非循環性消費 | 0.04% | — | +468.46% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.04% | — | +3.85% |