CIK: 0001568298
申報總市值
US$3.8億
僅顯示前 200 大持股（共 204 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 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 9.49% | — | +1.24% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 7.64% | — | +10.97% | |
| 3 | HDV | Ishares Core High Dividend E | ETF-其他 | 6.89% | — | +0.49% | |
| 4 | MCD | Mcdonald's CORP | 股票-循環性消費 | 6.84% | — | +0.65% | |
| 5 | VZ | Verizon Communications INC | 股票-通訊服務 | 6.17% | — | -4.49% | |
| 6 | MRK | Merck & Co. INC. | 股票-醫療保健 | 5.34% | — | -5.82% | |
| 7 | DIS | Walt Disney Co/the | 股票-通訊服務 | 5.00% | — | -7.47% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.68% | — | -12.81% | |
| 9 | AAL | American Airlines Group INC | 股票-工業 | 3.63% | — | +5.95% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-其他 | 3.60% | — | -10.11% | |
| 11 | PFE | Pfizer INC | 股票-醫療保健 | 3.49% | — | -7.20% | |
| 12 | PPL | Ppl CORP | 股票-公用事業 | 3.40% | — | -6.01% | |
| 13 | AAPL | Apple INC | 股票-科技 | 3.21% | — | +3.71% | |
| 14 | GLW | Corning INC | 股票-科技 | 2.97% | — | -4.60% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 2.96% | — | -5.20% | |
| 16 | INTC | Intel CORP | 股票-科技 | 2.95% | — | -5.02% | |
| 17 | XLF | Ss Financial Select Sector | ETF-其他 | 2.85% | — | -3.93% | |
| 18 | SO | Southern Co/the | 股票-公用事業 | 2.79% | — | -6.24% | |
| 19 | VLO | Valero Energy CORP | 股票-能源 | 2.49% | — | +12.75% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.24% | — | -15.46% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.01% | — | +15.84% | |
| 22 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.98% | — | — | |
| 23 | MKL | Markel Group INC | 股票-金融 | 0.78% | — | — | |
| 24 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 0.65% | — | +7312.64% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.56% | — | +0.10% | |
| 26 | STT | State Street CORP | 股票-金融 | 0.52% | — | — | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | — | +0.50% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.42% | — | +1.97% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.33% | — | +12.44% | |
| 30 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.32% | — | +0.05% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.29% | — | -13.23% | |
| 32 | SLB | Slb LTD | 股票-能源 | 0.29% | — | -1.80% | |
| 33 | ABX | Barrick Gold CORP | 股票-金融 | 0.28% | — | — | |
| 34 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.28% | — | +35.41% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.27% | — | -16.33% | |
| 36 | SPH | Suburban Propane Partners LP | 股票-其他 | 0.26% | — | +0.20% | |
| 37 | CMG | Chipotle Mexican Grill INC | 股票-循環性消費 | 0.23% | — | +15.79% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.19% | — | -15.77% | |
| 39 | DUK | Duke Energy CORP | 股票-公用事業 | 0.18% | — | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.14% | — | — | |
| 41 | PM | Philip Morris International | 股票-非循環性消費 | 0.13% | — | — | |
| 42 | IDV | Ishares International Select | ETF-其他 | 0.12% | — | +0.47% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.12% | — | — | |
| 44 | NOC | Northrop Grumman CORP | 股票-工業 | 0.11% | — | +0.21% | |
| 45 | ✓ | Endocyte INC | 股票-其他 | 0.11% | — | +6.53% | |
| 46 | T | At&t INC | 股票-通訊服務 | 0.10% | — | +49.00% | |
| 47 | ✓ | Web.com Group INC | 股票-其他 | 0.09% | — | — | |
| 48 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.09% | — | — | |
| 49 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.09% | — | +86.20% | |
| 50 | WSM | Williams-sonoma INC | 股票-循環性消費 | 0.09% | — | — |