CIK: 0001598550
申報總市值
US$5.2億
僅顯示前 200 大持股（共 201 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 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 12.05% | -0.46% | -0.96% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 11.49% | +0.04% | -0.48% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 3.89% | -0.07% | -1.90% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.19% | +0.23% | +7.34% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.83% | +0.49% | +55.70% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.56% | +0.17% | +0.36% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.01% | -0.07% | +1.96% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.95% | -0.07% | +29.18% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.86% | +0.36% | +2.31% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.67% | — | +1.95% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.59% | +0.01% | +7.23% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.47% | -0.04% | +1.83% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.42% | -0.02% | -0.38% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.35% | +0.20% | +3.86% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.34% | — | -2.24% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.19% | -0.04% | +0.19% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.09% | — | +5.17% | |
| 18 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.02% | -0.88% | -0.05% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.02% | — | +0.16% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.01% | +0.07% | +34.68% | |
| 21 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.98% | — | — | |
| 22 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.95% | +0.22% | +11.95% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.83% | -0.03% | -0.68% | |
| 24 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型股與成長 | 0.78% | +0.06% | -0.63% | |
| 25 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 0.77% | — | -0.32% | |
| 26 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.75% | -0.01% | -0.22% | |
| 27 | GS | Goldman Sachs Group INC | 股票-金融 | 0.68% | +0.04% | +1.49% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | — | +2.29% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.64% | +0.06% | — | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.63% | — | +1.41% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.62% | +0.07% | +0.04% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | -0.17% | +4.06% | |
| 33 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.60% | — | -2.56% | |
| 34 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.60% | — | +0.31% | |
| 35 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.60% | — | -0.37% | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.59% | — | +0.58% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.59% | — | -0.26% | |
| 38 | HD | Home Depot INC | 股票-循環性消費 | 0.55% | — | +0.51% | |
| 39 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.54% | — | — | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.53% | — | — | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.49% | — | +0.21% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.49% | — | +3.32% | |
| 43 | XLF | Ss Financial Select Sector | ETF-其他 | 0.49% | — | -6.00% | |
| 44 | EPD | Enterprise Products Partners | 股票-能源 | 0.48% | — | +0.92% | |
| 45 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.47% | — | +2.02% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.47% | -0.02% | +0.85% | |
| 47 | OIH | Vaneck Oil Services ETF | ETF-其他 | 0.46% | — | -0.25% | |
| 48 | KLAC | Kla CORP | 股票-科技 | 0.46% | +0.46% | +1.50% | |
| 49 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.46% | +0.06% | +2.84% | |
| 50 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.44% | — | — |