CIK: 0001667163
申報總市值
US$1.7億
僅顯示前 200 大持股（共 347 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 7.19% | — | +1.49% | |
| 2 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 4.91% | — | +3.01% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 4.56% | — | +2.26% | |
| 4 | GLD | Spdr Gold Shares | ETF-避險與商品 | 3.82% | — | +2.50% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.23% | — | +34.57% | |
| 6 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.82% | — | +3.68% | |
| 7 | XLF | Ss Financial Select Sector | ETF-其他 | 2.73% | — | +2.58% | |
| 8 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 2.68% | — | +93.72% | |
| 9 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 2.66% | — | +9.00% | |
| 10 | ✓ | Ishares Tr | 股票-其他 | 2.66% | — | +4.38% | |
| 11 | ✓ | Ishares | 股票-其他 | 2.53% | — | +9.30% | |
| 12 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.47% | — | +9.90% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.91% | — | +1.38% | |
| 14 | FDIS | Fidelity Msci Cons Discr Ind | ETF-其他 | 1.85% | — | -1.83% | |
| 15 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 1.79% | — | +0.23% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.69% | — | +2.83% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.63% | — | +18.81% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.51% | — | +3.08% | |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.46% | — | +2.31% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.42% | — | +168.03% | |
| 21 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 1.25% | — | -0.51% | |
| 22 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.20% | — | +0.50% | |
| 23 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 1.19% | — | +3.50% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.04% | — | +2.83% | |
| 25 | T | At&t INC | 股票-通訊服務 | 1.00% | — | +2.82% | |
| 26 | NFLX | Netflix INC | 股票-通訊服務 | 0.95% | — | +143.84% | |
| 27 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.94% | — | +252.10% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.92% | — | +35.21% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.92% | — | +33.77% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | — | +30.97% | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.86% | — | +3.18% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.76% | — | -1.41% | |
| 33 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.75% | — | +2.55% | |
| 34 | CRM | Salesforce INC | 股票-科技 | 0.73% | — | +2.19% | |
| 35 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.70% | — | +0.93% | |
| 36 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.70% | — | — | |
| 37 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 0.70% | — | -2.55% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.69% | — | +1.36% | |
| 39 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.68% | — | -2.51% | |
| 40 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.67% | — | +0.65% | |
| 41 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.66% | — | -2.22% | |
| 42 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.63% | — | +0.24% | |
| 43 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.62% | — | -0.61% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.60% | — | +0.60% | |
| 45 | BA | Boeing Co/the | 股票-工業 | 0.60% | — | -40.61% | |
| 46 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.59% | — | -0.51% | |
| 47 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.58% | — | +2.05% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.56% | — | +2.03% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | +1.69% | |
| 50 | SYK | Stryker CORP | 股票-醫療保健 | 0.52% | — | +0.72% |