CIK: 0001667163
申報總市值
US$1.7億
僅顯示前 200 大持股（共 455 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 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.12% | — | -8.41% | |
| 2 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 3.94% | — | +6.41% | |
| 3 | GLD | Spdr Gold Shares | ETF-避險與商品 | 3.50% | — | +0.80% | |
| 4 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 3.35% | — | +4.48% | |
| 5 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 3.23% | — | +2.43% | |
| 6 | XLF | Ss Financial Select Sector | ETF-其他 | 3.20% | — | -2.46% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.19% | — | -3.28% | |
| 8 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 2.79% | — | -34.41% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.61% | — | +6.09% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.31% | — | -2.71% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.22% | — | — | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.11% | — | +193331.71% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.99% | — | -3.29% | |
| 14 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 1.90% | — | -0.36% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.82% | — | -8.86% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.77% | — | +1794.42% | |
| 17 | ✓ | Ishares | 股票-其他 | 1.74% | — | -40.08% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.45% | — | +2.17% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.33% | — | +21.39% | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.33% | — | -14.60% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.30% | — | -0.61% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.26% | — | +170.35% | |
| 23 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 1.12% | — | +2.56% | |
| 24 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.11% | — | +2.04% | |
| 25 | XLE | Ss Energy Select Sector | ETF-其他 | 1.09% | — | +10.39% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.01% | — | +1.34% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.01% | — | -1.93% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.98% | — | — | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.92% | — | -2.45% | |
| 30 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.90% | — | -2.32% | |
| 31 | GEM | Goldman Sachs Activebeta Em | ETF-避險與商品 | 0.89% | — | +69.75% | |
| 32 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.88% | — | +5.67% | |
| 33 | WMT | Walmart INC | 股票-非循環性消費 | 0.87% | — | +3.74% | |
| 34 | FDIS | Fidelity Msci Cons Discr Ind | ETF-其他 | 0.87% | — | -0.91% | |
| 35 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.82% | — | +168.36% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | — | +6.02% | |
| 37 | VOX | Vanguard Communication Servi | ETF-其他 | 0.81% | — | — | |
| 38 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.79% | — | -5.03% | |
| 39 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.76% | — | -13.38% | |
| 40 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.75% | — | +375.97% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.73% | — | +6.24% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.71% | — | +1.67% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | — | -2.28% | |
| 44 | ABBV | Abbvie INC | 股票-醫療保健 | 0.67% | — | -1.80% | |
| 45 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.64% | — | +17.80% | |
| 46 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.64% | — | — | |
| 47 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.62% | — | -2.48% | |
| 48 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.60% | — | -11.79% | |
| 49 | T | At&t INC | 股票-通訊服務 | 0.60% | — | -27.06% | |
| 50 | CRM | Salesforce INC | 股票-科技 | 0.59% | — | -1.45% |