CIK: 0001588186
申報總市值
US$11.2億
僅顯示前 200 大持股（共 1022 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 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 7.17% | -0.32% | +7.33% | |
| 2 | KO | Coca-cola Co/the | 股票-非循環性消費 | 5.80% | — | +0.07% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.56% | -0.01% | +1.33% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 3.36% | +0.15% | +6.39% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.08% | — | +3.61% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.78% | — | +7.64% | |
| 7 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.71% | — | -0.07% | |
| 8 | EPD | Enterprise Products Partners | 股票-能源 | 1.61% | +0.06% | +0.47% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.16% | +0.07% | +10.38% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.13% | — | +23.74% | |
| 11 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 1.13% | -0.44% | +15.03% | |
| 12 | CSCO | Cisco Systems INC | 股票-科技 | 1.11% | — | +36.00% | |
| 13 | PFE | Pfizer INC | 股票-醫療保健 | 1.10% | — | +11.94% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.06% | -0.36% | +20.08% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.05% | — | +7.54% | |
| 16 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.05% | -0.66% | EXIT | |
| 17 | ETN | Eaton Corporation plc | 股票-工業 | 1.05% | — | +14.35% | |
| 18 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 1.03% | — | -7.39% | |
| 19 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.00% | — | +108.91% | |
| 20 | BP | Bp Plc-spons Adr | 股票-能源 | 0.99% | +0.55% | +5.92% | |
| 21 | UL | Unilever PLC | 股票-非循環性消費 | 0.92% | — | +18.57% | |
| 22 | DOW | Dow Chem Co | 股票-原物料 | 0.91% | — | -8.48% | |
| 23 | WFC | Wells Fargo & Co | 股票-金融 | 0.90% | — | +1.61% | |
| 24 | SNY | Sanofi-adr | 股票-醫療保健 | 0.87% | +0.07% | +5.85% | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.82% | — | -56.49% | |
| 26 | SWK | Stanley Black & Decker INC | 股票-工業 | 0.80% | -0.42% | +12.46% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.79% | — | +4.47% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | — | +7.73% | |
| 29 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.75% | — | +13.06% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | — | +2.67% | |
| 31 | TXN | Texas Instruments INC | 股票-科技 | 0.74% | +0.09% | +4.83% | |
| 32 | CB | Chubb Limited | 股票-金融 | 0.73% | — | +6.60% | |
| 33 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.70% | — | +9.49% | |
| 34 | TSS | Total System Services INC | 股票-其他 | 0.68% | — | — | |
| 35 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.68% | — | -9.20% | |
| 36 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.68% | — | +7.24% | |
| 37 | BBTUSD | Bb&t CORP | 股票-其他 | 0.66% | -0.18% | +5.72% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.65% | — | -3.92% | |
| 39 | D | Dominion Energy, Inc. | 股票-公用事業 | 0.63% | -0.19% | +347.13% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.61% | — | -18.07% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.61% | — | +0.27% | |
| 42 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.60% | — | -1.06% | |
| 43 | UPS | United Parcel Service-cl B | 股票-工業 | 0.58% | -0.27% | -21.33% | |
| 44 | ✓ | Intercontinental Hotels | 股票-其他 | 0.58% | — | +2.09% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.58% | — | -0.05% | |
| 46 | CCI | Crown Castle INC | 股票-房地產 | 0.55% | +0.13% | +30.96% | |
| 47 | RY | Royal Bank Of Canada | 股票-金融 | 0.53% | — | +2.98% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.53% | — | +3.13% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.52% | -0.21% | +48.22% | |
| 50 | ✓ | 股票-其他 | 0.48% | -0.19% | -9.00% |