CIK: 0001568298
申報總市值
US$3.8億
僅顯示前 200 大持股（共 266 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 | MCD | Mcdonald's CORP | 股票-循環性消費 | 10.36% | — | +0.02% | |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 9.23% | — | -7.66% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 7.67% | — | +9.54% | |
| 4 | XLE | Ss Energy Select Sector | ETF-其他 | 5.84% | — | +85.28% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.81% | — | -16.87% | |
| 6 | VZ | Verizon Communications INC | 股票-通訊服務 | 5.57% | — | -2.00% | |
| 7 | HDV | Ishares Core High Dividend E | ETF-其他 | 4.96% | — | -23.15% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-其他 | 4.12% | — | +6.90% | |
| 9 | AAPL | Apple INC | 股票-科技 | 4.02% | — | -1.55% | |
| 10 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 3.76% | — | +25.79% | |
| 11 | PFE | Pfizer INC | 股票-醫療保健 | 3.31% | — | -2.75% | |
| 12 | INTC | Intel CORP | 股票-科技 | 3.25% | — | -0.38% | |
| 13 | GLW | Corning INC | 股票-科技 | 3.16% | — | -1.75% | |
| 14 | DIS | Walt Disney Co/the | 股票-通訊服務 | 3.04% | — | +6.28% | |
| 15 | XLF | Ss Financial Select Sector | ETF-其他 | 3.01% | — | -2.06% | |
| 16 | MRK | Merck & Co. INC. | 股票-醫療保健 | 2.94% | — | -0.73% | |
| 17 | AAL | American Airlines Group INC | 股票-工業 | 2.79% | — | +3.25% | |
| 18 | SO | Southern Co/the | 股票-公用事業 | 2.65% | — | -0.28% | |
| 19 | STT | State Street CORP | 股票-金融 | 1.19% | — | — | |
| 20 | MKL | Markel Group INC | 股票-金融 | 1.13% | — | — | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.03% | — | — | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.55% | — | -57.92% | |
| 23 | VLO | Valero Energy CORP | 股票-能源 | 0.49% | — | -20.44% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | — | -4.09% | |
| 25 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.44% | — | — | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.41% | — | +0.03% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.39% | — | +39.59% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.36% | — | -16.79% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.26% | — | +13.74% | |
| 30 | SPH | Suburban Propane Partners LP | 股票-其他 | 0.26% | — | +0.31% | |
| 31 | ABX | Barrick Gold CORP | 股票-金融 | 0.21% | — | — | |
| 32 | PPL | Ppl CORP | 股票-公用事業 | 0.21% | — | -21.55% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.20% | — | -13.57% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.20% | — | -3.16% | |
| 35 | DUK | Duke Energy CORP | 股票-公用事業 | 0.19% | — | — | |
| 36 | PM | Philip Morris International | 股票-非循環性消費 | 0.18% | — | — | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.17% | — | -13.93% | |
| 38 | ✓ | Web.com Group INC | 股票-其他 | 0.17% | — | — | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.16% | — | +44.05% | |
| 40 | NOC | Northrop Grumman CORP | 股票-工業 | 0.16% | — | — | |
| 41 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.15% | — | -14.31% | |
| 42 | CAT | Caterpillar INC | 股票-工業 | 0.15% | — | — | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.15% | — | -17.56% | |
| 44 | PNC | Pnc Financial Services Group | 股票-金融 | 0.14% | — | +14.14% | |
| 45 | MMM | 3m Co | 股票-工業 | 0.13% | — | +4.58% | |
| 46 | RTN1USD | Raytheon Company | 股票-其他 | 0.12% | — | — | |
| 47 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.11% | — | — | |
| 48 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.11% | — | +21.33% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.11% | — | -64.88% | |
| 50 | T | At&t INC | 股票-通訊服務 | 0.11% | — | +0.33% |