CIK: 0001598550
申報總市值
US$4.5億
僅顯示前 200 大持股（共 216 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 11.52% | -1.20% | -0.17% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 10.95% | -0.28% | -0.40% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.71% | -0.22% | +15.48% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.92% | +0.15% | +1.31% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 3.45% | +0.19% | -0.29% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.59% | -0.24% | +0.50% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.09% | -0.26% | -0.74% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.07% | +0.12% | +0.93% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.04% | -0.18% | +2.46% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.73% | -0.09% | -1.58% | |
| 11 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.63% | +0.19% | +7.91% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.58% | -0.08% | -1.25% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.54% | — | +9.41% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | -0.28% | +1.56% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.48% | -0.12% | -5.76% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.30% | — | +9.63% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.22% | +0.07% | +14.76% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.21% | -0.14% | +7.54% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.11% | +0.16% | -2.98% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | — | +1.20% | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.90% | -0.09% | +4.39% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 0.88% | -0.09% | -8.10% | |
| 23 | GS | Goldman Sachs Group INC | 股票-金融 | 0.80% | — | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.76% | — | -0.87% | |
| 25 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.72% | — | -0.19% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.72% | — | +19.47% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.69% | — | — | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | -0.08% | -2.68% | |
| 29 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型股與成長 | 0.61% | — | -2.20% | |
| 30 | LRCX | Lam Research CORP | 股票-科技 | 0.60% | +0.24% | — | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.56% | +0.31% | -0.46% | |
| 32 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 0.55% | — | -15.36% | |
| 33 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.51% | — | -1.42% | |
| 34 | XLF | Ss Financial Select Sector | ETF-其他 | 0.49% | — | +1.77% | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.49% | — | -14.65% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | +0.15% | +1.62% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | — | -1.22% | |
| 38 | BX | Blackstone INC | 股票-金融 | 0.48% | +0.15% | -0.95% | |
| 39 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.48% | — | -0.08% | |
| 40 | XLE | Ss Energy Select Sector | ETF-其他 | 0.46% | +0.14% | -0.07% | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.45% | — | +3.80% | |
| 42 | HD | Home Depot INC | 股票-循環性消費 | 0.45% | — | -4.49% | |
| 43 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.44% | +0.06% | -2.24% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.44% | — | -6.15% | |
| 45 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.43% | — | — | |
| 46 | EPD | Enterprise Products Partners | 股票-能源 | 0.42% | — | -0.94% | |
| 47 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.42% | — | — | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.41% | — | +0.13% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.41% | — | — | |
| 50 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.41% | — | +1.02% |