CIK: 0001476225
申報總市值
US$7.3億
僅顯示前 200 大持股（共 524 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 | KMI | Kinder Morgan INC | 股票-能源 | 3.87% | — | -1.24% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.87% | — | +3.93% | |
| 3 | QCOM | Qualcomm INC | 股票-科技 | 3.52% | — | -0.82% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 3.30% | — | +0.11% | |
| 5 | OLED | Universal Display CORP | 股票-科技 | 2.57% | — | -0.19% | |
| 6 | MTD | Mettler-toledo International | 股票-醫療保健 | 2.51% | — | +0.04% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.47% | — | -1.45% | |
| 8 | BAC | Bank Of America CORP | 股票-金融 | 2.33% | — | -2.68% | |
| 9 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 2.27% | — | -1.68% | |
| 10 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 2.23% | — | -1.66% | |
| 11 | HD | Home Depot INC | 股票-循環性消費 | 2.21% | — | -1.81% | |
| 12 | AKAM | Akamai Technologies INC | 股票-科技 | 2.19% | — | +0.23% | |
| 13 | HBAN | Huntington Bancshares INC | 股票-金融 | 2.10% | — | -1.24% | |
| 14 | AAPL | Apple INC | 股票-科技 | 2.08% | — | -4.34% | |
| 15 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 2.06% | — | -2.52% | |
| 16 | DVYE | Ishares Emerging Markets Div | ETF-新興市場 | 1.94% | — | +94.94% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.80% | — | -11.44% | |
| 18 | STAG | Stag Industrial INC | 股票-房地產 | 1.56% | — | -0.51% | |
| 19 | INDB | Independent Bank Corp/ma | 股票-其他 | 1.53% | — | — | |
| 20 | BIGGQ | Big Lots INC | 股票-其他 | 1.48% | — | -5.02% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.40% | — | +1.27% | |
| 22 | ABBV | Abbvie INC | 股票-醫療保健 | 1.40% | — | -2.22% | |
| 23 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.36% | — | +3.17% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 1.36% | — | -2.51% | |
| 25 | DHR | Danaher CORP | 股票-醫療保健 | 1.30% | — | -0.41% | |
| 26 | PEP | Pepsico INC | 股票-非循環性消費 | 1.08% | — | -2.48% | |
| 27 | PFE | Pfizer INC | 股票-醫療保健 | 1.07% | — | -2.55% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 1.06% | — | -1.08% | |
| 29 | CHD | Church & Dwight Co INC | 股票-非循環性消費 | 1.03% | — | +2.22% | |
| 30 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.02% | — | -5.01% | |
| 31 | SLB | Slb LTD | 股票-能源 | 1.02% | — | +1.07% | |
| 32 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.00% | — | -5.28% | |
| 33 | WY | Weyerhaeuser Co | 股票-房地產 | 0.98% | — | +2.71% | |
| 34 | AMGN | Amgen INC | 股票-醫療保健 | 0.98% | — | -0.22% | |
| 35 | NEE | Nextera Energy INC | 股票-公用事業 | 0.94% | — | -2.76% | |
| 36 | WASH | Washington Trust Bancorp | 股票-其他 | 0.86% | — | — | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.82% | — | +0.11% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.82% | — | +2.80% | |
| 39 | HAS | Hasbro INC | 股票-循環性消費 | 0.78% | — | +0.23% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.77% | — | -10.17% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.77% | — | — | |
| 42 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.77% | — | -8.02% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.77% | — | -9.56% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.73% | — | +2.09% | |
| 45 | PWR | Quanta Services INC | 股票-工業 | 0.72% | — | +5.24% | |
| 46 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.66% | — | -19.32% | |
| 47 | APC3EUR | Anadarko Petroleum CORP | 股票-其他 | 0.64% | — | +2.03% | |
| 48 | IR | Ingersoll-rand PLC | 股票-工業 | 0.62% | — | -0.63% | |
| 49 | ✓ | Mellanox Technologies LTD | 股票-其他 | 0.61% | — | -3.88% | |
| 50 | BOTZ | Global X Robotics & Artifici | ETF-其他 | 0.59% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DVYE | Ishares Emerging Markets Div | +1% | +94.94% | 加碼 |
| 2 | EW | Edwards Lifesciences CORP | +0.5% | -1.68% | 減碼 |
| 3 | AKAM | Akamai Technologies INC | +0.3% | +0.23% | 加碼 |
| 4 | EFA | Ishares Msci Eafe ETF | +0.3% | +3.93% | 加碼 |
| 5 | TMO | Thermo Fisher Scientific INC | +0.2% | -1.66% | 減碼 |
| 6 | JECUSD | Jacobs Engineering Group INC | +0.2% | +76.73% | 加碼 |
| 7 | CSCO | Cisco Systems INC | +0.2% | -1.08% | 減碼 |
| 8 | DHR | Danaher CORP | +0.1% | -0.41% | 減碼 |
| 9 | DNREUR | Denbury Inc-pre Bankruptcy | +0.1% | +8.52% | 加碼 |
| 10 | APC3EUR | Anadarko Petroleum CORP | +0.1% | +2.03% | 加碼 |
| 11 | MFC | Manulife Financial CORP | +0.1% | +28.24% | 加碼 |
| 12 | ✓ | +0.1% | +1562.50% | 加碼 | |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +31.20% | 加碼 |
| 14 | ABBV | Abbvie INC | — | -2.22% | 減碼 |
| 15 | AAPL | Apple INC | 0% | -4.34% | 減碼 |
| 16 | ORCL | Oracle CORP | 0% | -2.51% | 減碼 |
| 17 | PWR | Quanta Services INC | 0% | +5.24% | 加碼 |
| 18 | HAS | Hasbro INC | 0% | +0.23% | 加碼 |
| 19 | VO | Vanguard Mid-cap ETF | 0% | -9.56% | 減碼 |
| 20 | MDLZ | Mondelez International Inc-a | 0% | -5.28% | 減碼 |
| 21 | JNJ | Johnson & Johnson | 0% | +0.11% | 加碼 |
| 22 | GOOGL | Alphabet Inc-cl A | -0.1% | -10.17% | 減碼 |
| 23 | PG | Procter & Gamble Co/the | -0.1% | -0.47% | 減碼 |
| 24 | MTD | Mettler-toledo International | -0.1% | +0.04% | 加碼 |
| 25 | HD | Home Depot INC | -0.1% | -1.81% | 減碼 |
| 26 | OXY | Occidental Petroleum CORP | -0.1% | +3.17% | 加碼 |
| 27 | EQMUSD | Eqm Midstream Partners LP | -0.1% | -0.32% | 減碼 |
| 28 | XOM | Exxon Mobil CORP | -0.1% | +1.27% | 加碼 |
| 29 | PEP | Pepsico INC | -0.1% | -2.48% | 減碼 |
| 30 | CELG | Celgene CORP | -0.1% | -13.14% | 減碼 |
| 31 | ✓ | -0.1% | -24.74% | 減碼 | |
| 32 | DVN | Devon Energy CORP | -0.1% | -2.63% | 減碼 |
| 33 | HRB | H&r Block INC | -0.1% | -22.03% | 減碼 |
| 34 | WFC | Wells Fargo & Co | -0.1% | -12.29% | 減碼 |
| 35 | AEP | American Electric Power Company, Inc. | -0.1% | -6.92% | 減碼 |
| 36 | VHT | Vanguard Health Care ETF | -0.1% | -19.32% | 減碼 |
| 37 | STAG | Stag Industrial INC | -0.2% | -0.51% | 減碼 |
| 38 | CVS | Cvs Health CORP | -0.2% | -8.02% | 減碼 |
| 39 | VOO | Vanguard S&p 500 ETF | -0.2% | -11.44% | 減碼 |
| 40 | CMCSA | Comcast Corp-class A | -0.3% | -2.52% | 減碼 |
| 41 | ARMK | Aramark | -0.3% | -54.67% | 減碼 |
| 42 | QCOM | Qualcomm INC | -0.4% | -0.82% | 減碼 |
| 43 | BIGGQ | Big Lots INC | -0.5% | -5.02% | 減碼 |
| 44 | D | Dominion Energy, Inc. | -0.5% | +3.04% | 加碼 |
| 45 | KMI | Kinder Morgan INC | -0.6% | -1.24% | 減碼 |
| 46 | OLED | Universal Display CORP | -1.6% | -0.19% | 減碼 |
| 47 | BOTZ | Global X Robotics & Artifici | — | NEW | 新建倉 |
| 48 | ROBO | Robo Global Robotics And Aut | — | NEW | 新建倉 |
| 49 | FLIR | Flir Systems INC | — | NEW | 新建倉 |
| 50 | ✓ | Broadcom Inc. | — | NEW | 新建倉 |