CIK: 0001731927
申報總市值
US$4.0億
僅顯示前 200 大持股（共 279 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 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 7.01% | -0.66% | — | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 6.46% | — | — | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.47% | — | — | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 4.10% | — | -32.60% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.99% | +0.08% | +5723.50% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.79% | +0.12% | -37.39% | |
| 7 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-其他 | 2.65% | — | +128.25% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.39% | +0.09% | -8.25% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.73% | +0.08% | -37.38% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.69% | — | -34.61% | |
| 11 | PEP | Pepsico INC | 股票-非循環性消費 | 1.64% | — | +5.59% | |
| 12 | POCT | Innovator U.s. Equity Power | ETF-其他 | 1.62% | — | — | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.61% | — | -13.57% | |
| 14 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 1.60% | — | — | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.59% | — | — | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.55% | — | +102.52% | |
| 17 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.49% | +0.16% | -26.53% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.47% | — | -16.91% | |
| 19 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.40% | — | -10.72% | |
| 20 | DHR | Danaher CORP | 股票-醫療保健 | 1.34% | — | -14.23% | |
| 21 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 1.27% | -0.38% | +27.46% | |
| 22 | PYPL | Paypal Holdings INC | 股票-金融 | 1.22% | — | -2.07% | |
| 23 | ICLN | Ishares Global Clean Energy | ETF-其他 | 1.22% | — | +38.48% | |
| 24 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 1.17% | — | +1559.61% | |
| 25 | EPP | Ishares Msci Pacific Ex Japa | ETF-其他 | 1.16% | — | — | |
| 26 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 1.15% | — | — | |
| 27 | SUB | Ishares Short-term National | ETF-其他 | 1.10% | — | -15.14% | |
| 28 | NTLA | Intellia Therapeutics INC | 股票-其他 | 1.09% | +0.08% | +30.66% | |
| 29 | CRM | Salesforce INC | 股票-科技 | 1.05% | — | -31.55% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.05% | +0.16% | — | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.02% | — | -10.24% | |
| 32 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 1.01% | — | -18.96% | |
| 33 | EDIT | Editas Medicine INC | 股票-其他 | 0.96% | — | -65.76% | |
| 34 | MCHP | Microchip Technology INC | 股票-科技 | 0.96% | +0.10% | -22.90% | |
| 35 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.93% | — | -21.09% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.88% | — | -9.32% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.87% | — | +3.92% | |
| 38 | BWZ | State Street Spdr Bloomberg | ETF-其他 | 0.87% | — | — | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.83% | -0.36% | — | |
| 40 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.79% | — | +77.03% | |
| 41 | INTU | Intuit INC | 股票-科技 | 0.79% | -0.18% | -33.16% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | — | -41.06% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | +0.04% | -21.75% | |
| 44 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.77% | — | — | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.77% | — | -65.13% | |
| 46 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.73% | — | +36.54% | |
| 47 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.72% | — | +25.39% | |
| 48 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.71% | — | +17.00% | |
| 49 | PIO | Invesco Global Water ETF | ETF-其他 | 0.71% | — | — | |
| 50 | YLCOUSD | Global X Renewable Ener Prod | ETF-其他 | 0.71% | — | +212.36% |