CIK: 0001698219
申報總市值
US$11.6億
僅顯示前 200 大持股（共 875 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 | PFE | Pfizer INC | 股票-醫療保健 | 3.62% | — | -5.41% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 3.54% | — | -3.21% | |
| 3 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.47% | — | +35.22% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.43% | — | +3.16% | |
| 5 | QCOM | Qualcomm INC | 股票-科技 | 3.30% | — | -0.57% | |
| 6 | WMT | Walmart INC | 股票-非循環性消費 | 3.23% | — | -0.66% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.22% | — | -5.80% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 2.94% | — | -1.95% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.77% | — | +1.44% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.58% | — | +0.90% | |
| 11 | GS | Goldman Sachs Group INC | 股票-金融 | 2.56% | — | +83.73% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 2.42% | — | +11.32% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.31% | — | +0.14% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.29% | — | +1.55% | |
| 15 | T | At&t INC | 股票-通訊服務 | 2.09% | — | +39.10% | |
| 16 | WMB | Williams Cos INC | 股票-能源 | 1.97% | — | -2.42% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.89% | — | +1.52% | |
| 18 | PEP | Pepsico INC | 股票-非循環性消費 | 1.83% | — | +68.19% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.83% | — | -0.82% | |
| 20 | XIFR | Xplr Infrastructure LP | 股票-公用事業 | 1.81% | — | -0.62% | |
| 21 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.65% | — | +0.57% | |
| 22 | C | Citigroup INC | 股票-金融 | 1.63% | — | -2.31% | |
| 23 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.62% | — | +1.61% | |
| 24 | GILD | Gilead Sciences INC | 股票-醫療保健 | 1.60% | — | -5.01% | |
| 25 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.60% | — | — | |
| 26 | BAX | Baxter International INC | 股票-醫療保健 | 1.55% | — | +3876.27% | |
| 27 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.47% | — | -0.59% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.41% | — | +8.74% | |
| 29 | INTC | Intel CORP | 股票-科技 | 1.40% | — | +4.52% | |
| 30 | CMG | Chipotle Mexican Grill INC | 股票-循環性消費 | 1.37% | — | -2.66% | |
| 31 | COF | Capital One Financial CORP | 股票-金融 | 1.37% | — | -6.67% | |
| 32 | CB | Chubb Limited | 股票-金融 | 1.14% | — | -0.12% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.12% | — | -1.77% | |
| 34 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 1.08% | — | +534.35% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.07% | — | +4.81% | |
| 36 | PAYX | Paychex INC | 股票-科技 | 1.05% | — | +1562.55% | |
| 37 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 1.03% | — | -6.47% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.95% | — | — | |
| 39 | UTXZ | United Tech CORP | 股票-其他 | 0.92% | — | +1057.95% | |
| 40 | RSG | Republic Services INC | 股票-工業 | 0.89% | — | — | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.77% | — | +0.69% | |
| 42 | AAPL | Apple INC | 股票-科技 | 0.76% | — | -2.03% | |
| 43 | VTR | Ventas INC | 股票-房地產 | 0.65% | — | -1.64% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.47% | — | +0.65% | |
| 45 | HON | Honeywell International INC | 股票-工業 | 0.45% | — | +6.12% | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.43% | — | +52.36% | |
| 47 | NEE | Nextera Energy INC | 股票-公用事業 | 0.42% | — | +0.95% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.39% | — | -3.29% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.36% | — | +1.98% | |
| 50 | VLO | Valero Energy CORP | 股票-能源 | 0.29% | — | — |