CIK: 0001767343
申報總市值
US$5.4億
| # | 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 | GLD | Spdr Gold Shares | ETF-避險與商品 | 9.94% | — | +24465.70% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 8.56% | +0.40% | +283.27% | |
| 3 | UPS | United Parcel Service-cl B | 股票-工業 | 7.30% | — | +4362.99% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 6.07% | +0.31% | +492.74% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.22% | +0.12% | +250.41% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 4.09% | +0.17% | +277.88% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 4.01% | — | +991.30% | |
| 8 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 3.82% | — | +5689.81% | |
| 9 | VFH | Vanguard Financials ETF | ETF-其他 | 2.97% | — | +342.47% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.66% | +0.01% | +749.82% | |
| 11 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 2.33% | — | +169.75% | |
| 12 | ETN | Eaton Corporation plc | 股票-工業 | 2.12% | +0.02% | +154.77% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.07% | — | -61.47% | |
| 14 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 2.05% | — | +2040.03% | |
| 15 | QCOM | Qualcomm INC | 股票-科技 | 1.78% | — | +1039.26% | |
| 16 | ACN | Accenture plc | 股票-科技 | 1.71% | — | +215.47% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.66% | -0.33% | -93.94% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.60% | +0.08% | — | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.50% | — | -65.96% | |
| 20 | GMAR | Ft Vest US Equity Moderate B | ETF-其他 | 1.42% | — | -94.71% | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.40% | -0.51% | -26.64% | |
| 22 | IYF | Ishares US Financials ETF | ETF-其他 | 1.32% | — | +29.88% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.30% | +0.61% | +41.80% | |
| 24 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.24% | — | +0.29% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.17% | +0.24% | -86.50% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.15% | -0.38% | -81.86% | |
| 27 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股與成長 | 1.07% | -0.04% | -90.97% | |
| 28 | AAPL | Apple INC | 股票-科技 | 1.04% | +0.18% | -75.73% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.03% | — | -45.05% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 1.03% | -0.01% | -69.30% | |
| 31 | PH | Parker Hannifin CORP | 股票-工業 | 1.00% | -0.06% | +26.58% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.93% | — | +299.70% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.86% | +0.03% | -29.82% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.84% | — | +4788.71% | |
| 35 | ADBE | Adobe INC | 股票-科技 | 0.79% | — | +67.91% | |
| 36 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.77% | — | +51.99% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.69% | — | +1356.08% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.65% | +0.05% | +0.08% | |
| 39 | NEE | Nextera Energy INC | 股票-公用事業 | 0.58% | — | -71.17% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.51% | +0.03% | -61.74% | |
| 41 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.43% | +0.21% | -29.81% | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.43% | — | — | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.42% | — | -77.38% | |
| 44 | HD | Home Depot INC | 股票-循環性消費 | 0.42% | — | -51.57% | |
| 45 | AEP | American Electric Power | 股票-公用事業 | 0.41% | — | +27.38% | |
| 46 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.38% | +0.04% | -81.60% | |
| 47 | NSC | Norfolk Southern CORP | 股票-工業 | 0.37% | — | -12.48% | |
| 48 | SYK | Stryker CORP | 股票-醫療保健 | 0.35% | — | +3281.02% | |
| 49 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 0.30% | — | +35.95% | |
| 50 | DHR | Danaher CORP | 股票-醫療保健 | 0.29% | — | +287.97% |