CIK: 0001588186
申報總市值
US$11.2億
僅顯示前 200 大持股（共 934 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 | 7.94% | -0.32% | +8.05% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.80% | -0.01% | +20.10% | |
| 3 | KO | Coca-cola Co/the | 股票-非循環性消費 | 4.54% | — | -0.40% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.94% | — | +19.91% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.39% | +0.15% | +0.68% | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.36% | +0.03% | +29.45% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.81% | +0.07% | +14.08% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.77% | +0.09% | +22.61% | |
| 9 | CSCO | Cisco Systems INC | 股票-科技 | 1.51% | — | -5.27% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.42% | -0.36% | +20.60% | |
| 11 | EPD | Enterprise Products Partners | 股票-能源 | 1.38% | +0.06% | +0.94% | |
| 12 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 1.27% | — | +18.73% | |
| 13 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 1.17% | -0.44% | +4.53% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.16% | — | -5.10% | |
| 15 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.09% | — | +5.62% | |
| 16 | UTXZ | United Tech CORP | 股票-其他 | 0.96% | — | +48.51% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.94% | +0.20% | +187.67% | |
| 18 | OKE | Oneok INC | 股票-能源 | 0.94% | +0.07% | +5.92% | |
| 19 | BBTUSD | Bb&t CORP | 股票-其他 | 0.93% | -0.18% | +6.32% | |
| 20 | ✓ | 股票-其他 | 0.92% | +0.04% | +203.60% | ||
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.90% | +0.18% | +1187.60% | |
| 22 | BP | Bp Plc-spons Adr | 股票-能源 | 0.89% | +0.55% | +128.60% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.87% | — | -19.36% | |
| 24 | TSS | Total System Services INC | 股票-其他 | 0.83% | — | — | |
| 25 | PNC | Pnc Financial Services Group | 股票-金融 | 0.81% | — | +3.07% | |
| 26 | IP | International Paper Co | 股票-循環性消費 | 0.79% | — | +3.95% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.78% | — | +25.66% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.78% | — | +19.32% | |
| 29 | SNY | Sanofi-adr | 股票-醫療保健 | 0.78% | +0.07% | +9.83% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.77% | +0.11% | +25.06% | |
| 31 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.75% | — | -12.04% | |
| 32 | ETN | Eaton Corporation plc | 股票-工業 | 0.75% | — | +2.24% | |
| 33 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.71% | — | — | |
| 34 | TXN | Texas Instruments INC | 股票-科技 | 0.71% | +0.09% | -12.53% | |
| 35 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.70% | — | -20.96% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | — | -0.93% | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.68% | — | +0.24% | |
| 38 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 0.67% | — | +30.70% | |
| 39 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 0.67% | — | +8.26% | |
| 40 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.66% | -0.66% | EXIT | |
| 41 | NBL2EUR | Noble Energy INC | 股票-其他 | 0.66% | +0.06% | -9.06% | |
| 42 | CCI | Crown Castle INC | 股票-房地產 | 0.63% | +0.13% | +6.91% | |
| 43 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.63% | — | +7.13% | |
| 44 | UL | Unilever PLC | 股票-非循環性消費 | 0.62% | — | +13.87% | |
| 45 | COR1EUR | Coresite Realty CORP | 股票-其他 | 0.60% | +0.19% | +11828.22% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.59% | — | +20.22% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.58% | +0.35% | +9517.62% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.57% | -0.21% | +3.86% | |
| 49 | ALB | Albemarle CORP | 股票-原物料 | 0.57% | — | — | |
| 50 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.53% | -0.46% | +663.42% |