CIK: 0001568298
申報總市值
US$3.8億
僅顯示前 200 大持股（共 214 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 | 11.67% | — | -12.38% | |
| 2 | MCD | Mcdonald's CORP | 股票-循環性消費 | 8.75% | — | +0.01% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 7.63% | — | -25.64% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-其他 | 6.26% | — | -22.02% | |
| 5 | VZ | Verizon Communications INC | 股票-通訊服務 | 5.40% | — | -5.99% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.04% | — | +167.29% | |
| 7 | GLW | Corning INC | 股票-科技 | 3.90% | — | -4.90% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.87% | — | -22.81% | |
| 9 | AAPL | Apple INC | 股票-科技 | 3.79% | — | -29.67% | |
| 10 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 3.78% | — | +90.61% | |
| 11 | AAL | American Airlines Group INC | 股票-工業 | 3.68% | — | -0.32% | |
| 12 | PFE | Pfizer INC | 股票-醫療保健 | 3.35% | — | -12.10% | |
| 13 | DIS | Walt Disney Co/the | 股票-通訊服務 | 3.30% | — | -12.19% | |
| 14 | INTC | Intel CORP | 股票-科技 | 3.30% | — | -9.01% | |
| 15 | MRK | Merck & Co. INC. | 股票-醫療保健 | 3.07% | — | -51.02% | |
| 16 | XLF | Ss Financial Select Sector | ETF-其他 | 2.99% | — | -9.87% | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.85% | — | +27.39% | |
| 18 | SO | Southern Co/the | 股票-公用事業 | 2.73% | — | -2.88% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.57% | — | -21.90% | |
| 20 | MKL | Markel Group INC | 股票-金融 | 0.96% | — | — | |
| 21 | STT | State Street CORP | 股票-金融 | 0.92% | — | — | |
| 22 | VLO | Valero Energy CORP | 股票-能源 | 0.75% | — | -30.15% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | — | -4.71% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.49% | — | +0.02% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.44% | — | -88.99% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.40% | — | -38.34% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.38% | — | -0.28% | |
| 28 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.36% | — | — | |
| 29 | PPL | Ppl CORP | 股票-公用事業 | 0.35% | — | -86.96% | |
| 30 | CMG | Chipotle Mexican Grill INC | 股票-循環性消費 | 0.30% | — | — | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.29% | — | -88.96% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.29% | — | -47.77% | |
| 33 | SPH | Suburban Propane Partners LP | 股票-其他 | 0.25% | — | +0.23% | |
| 34 | ABX | Barrick Gold CORP | 股票-金融 | 0.23% | — | — | |
| 35 | PNC | Pnc Financial Services Group | 股票-金融 | 0.22% | — | — | |
| 36 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.21% | — | -29.71% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.19% | — | — | |
| 38 | SLB | Slb LTD | 股票-能源 | 0.18% | — | -47.10% | |
| 39 | DUK | Duke Energy CORP | 股票-公用事業 | 0.18% | — | — | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.17% | — | — | |
| 41 | PM | Philip Morris International | 股票-非循環性消費 | 0.17% | — | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.17% | — | -41.79% | |
| 43 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.17% | — | -27.64% | |
| 44 | NOC | Northrop Grumman CORP | 股票-工業 | 0.14% | — | +0.21% | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.12% | — | +100.00% | |
| 46 | ✓ | Web.com Group INC | 股票-其他 | 0.12% | — | — | |
| 47 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.11% | — | -25.23% | |
| 48 | MMM | 3m Co | 股票-工業 | 0.11% | — | -30.55% | |
| 49 | T | At&t INC | 股票-通訊服務 | 0.11% | — | -33.62% | |
| 50 | CAT | Caterpillar INC | 股票-工業 | 0.10% | — | — |