CIK: 0001632553
申報總市值
US$2.2億
僅顯示前 200 大持股（共 214 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 | 3.87% | — | -1.53% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.62% | -0.92% | +2.07% | |
| 3 | BALL | Ball CORP | 股票-循環性消費 | 2.78% | — | +5.04% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.71% | +0.65% | +6.05% | |
| 5 | ACN | Accenture plc | 股票-科技 | 2.67% | -0.36% | +1.69% | |
| 6 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 2.53% | — | +3.24% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.53% | -0.10% | +1.32% | |
| 8 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 2.48% | +0.65% | +4.75% | |
| 9 | MA | Mastercard INC - A | 股票-金融 | 2.47% | -0.20% | +5.13% | |
| 10 | RMD | Resmed INC | 股票-醫療保健 | 2.41% | -0.19% | +4.23% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.34% | +0.38% | -4.52% | |
| 12 | VAREUR | Varian Medical Systems INC | 股票-其他 | 2.33% | — | +1.49% | |
| 13 | CAT | Caterpillar INC | 股票-工業 | 2.04% | +1.04% | +1.20% | |
| 14 | SWKS | Skyworks Solutions INC | 股票-科技 | 2.03% | — | +3.16% | |
| 15 | PYPL | Paypal Holdings INC | 股票-金融 | 2.02% | — | +2.24% | |
| 16 | CHE | Chemed CORP | 股票-醫療保健 | 1.98% | -0.23% | +5.91% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.93% | +0.28% | +1.02% | |
| 18 | ROK | Rockwell Automation INC | 股票-工業 | 1.84% | -0.13% | +4.11% | |
| 19 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.79% | -0.09% | +3.73% | |
| 20 | EMN | Eastman Chemical Co | 股票-原物料 | 1.78% | — | +1.66% | |
| 21 | CBOE | Cboe Global Markets INC | 股票-金融 | 1.77% | +0.30% | +3.87% | |
| 22 | FDS | Factset Research Systems INC | 股票-金融 | 1.74% | -0.25% | +5.46% | |
| 23 | CMI | Cummins INC | 股票-工業 | 1.64% | +0.07% | +4.20% | |
| 24 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.57% | — | +3.07% | |
| 25 | CBRE | Cbre Group INC - A | 股票-房地產 | 1.56% | -0.23% | +1.77% | |
| 26 | ZTS | Zoetis INC | 股票-醫療保健 | 1.54% | — | +2.58% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.44% | — | +0.45% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 1.43% | — | +2.14% | |
| 29 | MASI* | Masimo CORP | 股票-其他 | 1.42% | — | +4.00% | |
| 30 | FTA | First Trust L C Val Alp | ETF-其他 | 1.40% | — | -5.47% | |
| 31 | URI | United Rentals INC | 股票-工業 | 1.28% | -0.71% | +12.85% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.26% | +0.34% | -2.07% | |
| 33 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.24% | — | +1.88% | |
| 34 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.22% | -0.18% | +2.35% | |
| 35 | YUM | Yum! Brands INC | 股票-循環性消費 | 1.15% | — | +2.59% | |
| 36 | ILMN | Illumina INC | 股票-醫療保健 | 1.14% | — | +2.46% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.13% | -0.22% | +2.21% | |
| 38 | AOS | Smith (a.o.) CORP | 股票-工業 | 1.12% | -0.02% | +4.54% | |
| 39 | TXN | Texas Instruments INC | 股票-科技 | 1.08% | — | +1.91% | |
| 40 | USB | US Bancorp | 股票-金融 | 0.98% | — | +1.19% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | — | +1.92% | |
| 42 | LSTR | Landstar System INC | 股票-工業 | 0.93% | -0.27% | +13.87% | |
| 43 | IPGP | Ipg Photonics CORP | 股票-科技 | 0.93% | — | +3.58% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.93% | — | -2.11% | |
| 45 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.91% | — | +1.75% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.89% | +0.21% | +0.09% | |
| 47 | SAM | Boston Beer Company Inc-a | 股票-非循環性消費 | 0.88% | — | +11.77% | |
| 48 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.81% | +0.23% | -3.72% | |
| 49 | KEL | Kellanova | 股票-其他 | 0.79% | — | +1.63% | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.78% | +0.77% | -2.42% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | Laboratory CORP Amer Hldgs | +0.4% | +3.24% | 加碼 |
| 2 | URI | United Rentals INC | +0.4% | +12.85% | 加碼 |
| 3 | CAT | Caterpillar INC | +0.4% | +1.20% | 加碼 |
| 4 | SWKS | Skyworks Solutions INC | +0.3% | +3.16% | 加碼 |
| 5 | CBRE | Cbre Group INC - A | +0.3% | +1.77% | 加碼 |
| 6 | WSM | Williams-sonoma INC | +0.3% | +16.92% | 加碼 |
| 7 | LSTR | Landstar System INC | +0.2% | +13.87% | 加碼 |
| 8 | AOS | Smith (a.o.) CORP | +0.2% | +4.54% | 加碼 |
| 9 | SAM | Boston Beer Company Inc-a | +0.2% | +11.77% | 加碼 |
| 10 | CMI | Cummins INC | +0.2% | +4.20% | 加碼 |
| 11 | SMG | Scotts Miracle-gro Co | +0.2% | +17.77% | 加碼 |
| 12 | NVDA | Nvidia CORP | +0.2% | +33.69% | 加碼 |
| 13 | TPR | Tapestry INC | +0.1% | +2.11% | 加碼 |
| 14 | USB | US Bancorp | +0.1% | +1.19% | 加碼 |
| 15 | FOXF | Fox Factory Holding CORP | +0.1% | +10.96% | 加碼 |
| 16 | CASY | Casey's General Stores INC | +0.1% | +13.42% | 加碼 |
| 17 | WGO | Winnebago Industries | +0.1% | +22.84% | 加碼 |
| 18 | TXN | Texas Instruments INC | +0.1% | +1.91% | 加碼 |
| 19 | IWN | Ishares Russell 2000 Value E | +0.1% | +0.09% | 加碼 |
| 20 | SFBS | Servisfirst Bancshares INC | +0.1% | +12.17% | 加碼 |
| 21 | MIDD | Middleby CORP | +0.1% | +22.26% | 加碼 |
| 22 | EMN | Eastman Chemical Co | +0.1% | +1.66% | 加碼 |
| 23 | IT | Gartner INC | +0.1% | +15.67% | 加碼 |
| 24 | FIZZ | National Beverage CORP | +0.1% | +140.70% | 加碼 |
| 25 | GGG | Graco INC | +0.1% | +19.50% | 加碼 |
| 26 | ROK | Rockwell Automation INC | +0.1% | +4.11% | 加碼 |
| 27 | MTD | Mettler-toledo International | +0.1% | +15.74% | 加碼 |
| 28 | CBOE | Cboe Global Markets INC | +0.1% | +3.87% | 加碼 |
| 29 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +0.45% | 加碼 |
| 30 | ORCL | Oracle CORP | +0.1% | +2.14% | 加碼 |
| 31 | MSFT | Microsoft CORP | 0% | +2.07% | 加碼 |
| 32 | FTA | First Trust L C Val Alp | 0% | -5.47% | 減碼 |
| 33 | IWS | Ishares Russell Mid-cap Valu | 0% | -2.07% | 減碼 |
| 34 | ACN | Accenture plc | 0% | +1.69% | 加碼 |
| 35 | PYPL | Paypal Holdings INC | 0% | +2.24% | 加碼 |
| 36 | EFA | Ishares Msci Eafe ETF | 0% | +1.02% | 加碼 |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | +6.05% | 加碼 |
| 38 | MA | Mastercard INC - A | -0.1% | +5.13% | 加碼 |
| 39 | SPSB | Ss Spdr P St C CORP ETF | -0.1% | +4.75% | 加碼 |
| 40 | MASI* | Masimo CORP | -0.3% | +4.00% | 加碼 |
| 41 | IWP | Ishares Russell Mid-cap Grow | -0.3% | -4.52% | 減碼 |
| 42 | RMD | Resmed INC | -0.3% | +4.23% | 加碼 |
| 43 | BALL | Ball CORP | -0.3% | +5.04% | 加碼 |
| 44 | CHE | Chemed CORP | -0.3% | +5.91% | 加碼 |
| 45 | AAPL | Apple INC | -0.4% | +1.32% | 加碼 |
| 46 | PII | Polaris INC | -0.5% | -99.27% | 減碼 |
| 47 | SAP | Sap Se-sponsored Adr | -1.3% | -99.23% | 減碼 |
| 48 | EVEUR | Eaton Vance CORP | — | EXIT | 清倉 |
| 49 | MS | Morgan Stanley | — | NEW | 新建倉 |
| 50 | OSK | Oshkosh CORP | — | NEW | 新建倉 |