CIK: 0001632553
申報總市值
US$2.2億
僅顯示前 200 大持股（共 230 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 | NVDA | Nvidia CORP | 股票-科技 | 9.29% | -0.90% | -2.15% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.46% | -0.10% | -1.34% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.24% | -0.92% | -0.77% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.11% | — | -2.71% | |
| 5 | CAT | Caterpillar INC | 股票-工業 | 3.17% | +1.04% | -1.17% | |
| 6 | CBOE | Cboe Global Markets INC | 股票-金融 | 3.14% | +0.30% | -0.24% | |
| 7 | MA | Mastercard INC - A | 股票-金融 | 2.98% | -0.20% | -0.99% | |
| 8 | URI | United Rentals INC | 股票-工業 | 2.46% | -0.71% | -10.55% | |
| 9 | TJX | Tjx Companies INC | 股票-循環性消費 | 2.32% | — | -0.96% | |
| 10 | CMI | Cummins INC | 股票-工業 | 2.17% | +0.07% | -0.55% | |
| 11 | RMD | Resmed INC | 股票-醫療保健 | 2.13% | -0.19% | -0.56% | |
| 12 | CBRE | Cbre Group INC - A | 股票-房地產 | 2.07% | -0.23% | -1.60% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.97% | -0.07% | +6469.64% | |
| 14 | PGR | Progressive CORP | 股票-金融 | 1.79% | -0.55% | +1.48% | |
| 15 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.76% | +0.65% | +1.82% | |
| 16 | ACN | Accenture plc | 股票-科技 | 1.68% | -0.36% | -0.82% | |
| 17 | LH | Labcorp Holdings INC | 股票-醫療保健 | 1.64% | +0.11% | -0.65% | |
| 18 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.62% | +0.38% | -0.96% | |
| 19 | STT | State Street CORP | 股票-金融 | 1.61% | -0.10% | +0.07% | |
| 20 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.57% | -0.09% | +0.15% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.52% | +0.65% | +10.32% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.50% | -0.02% | +1.19% | |
| 23 | ROK | Rockwell Automation INC | 股票-工業 | 1.45% | -0.13% | +0.30% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.39% | +0.77% | +12.20% | |
| 25 | ROST | Ross Stores INC | 股票-循環性消費 | 1.28% | +0.06% | +0.50% | |
| 26 | BALL | Ball CORP | 股票-循環性消費 | 1.25% | — | -1.73% | |
| 27 | YUM | Yum! Brands INC | 股票-循環性消費 | 1.18% | — | -0.63% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.14% | -0.14% | -1.83% | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.05% | -0.22% | — | |
| 30 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.04% | — | -0.56% | |
| 31 | FDX | Fedex CORP | 股票-工業 | 1.04% | +0.30% | -1.29% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.04% | — | -3.71% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.03% | +0.34% | -1.24% | |
| 34 | CHE | Chemed CORP | 股票-醫療保健 | 1.01% | -0.23% | +0.41% | |
| 35 | WMT | Walmart INC | 股票-非循環性消費 | 0.93% | — | -0.88% | |
| 36 | CASY | Casey's General Stores INC | 股票-循環性消費 | 0.93% | -0.42% | +1.55% | |
| 37 | WSM | Williams-sonoma INC | 股票-循環性消費 | 0.90% | -0.24% | +2.61% | |
| 38 | IT | Gartner INC | 股票-科技 | 0.89% | -0.36% | +5.55% | |
| 39 | FDS | Factset Research Systems INC | 股票-金融 | 0.89% | -0.25% | -1.80% | |
| 40 | ZTS | Zoetis INC | 股票-醫療保健 | 0.88% | — | -1.25% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.86% | — | -1.88% | |
| 42 | HD | Home Depot INC | 股票-循環性消費 | 0.86% | +0.01% | -0.79% | |
| 43 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.85% | -0.18% | -1.31% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.79% | +0.28% | +0.78% | |
| 45 | AOS | Smith (a.o.) CORP | 股票-工業 | 0.76% | -0.02% | +0.52% | |
| 46 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.75% | -0.25% | +2.82% | |
| 47 | EMN | Eastman Chemical Co | 股票-原物料 | 0.74% | — | -1.84% | |
| 48 | USB | US Bancorp | 股票-金融 | 0.73% | — | -1.93% | |
| 49 | GS | Goldman Sachs Group INC | 股票-金融 | 0.68% | -0.05% | -2.22% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.66% | — | -1.51% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +2% | +6469.64% | 加碼 |
| 2 | CAT | Caterpillar INC | +0.5% | -1.17% | 減碼 |
| 3 | CMI | Cummins INC | +0.4% | -0.55% | 減碼 |
| 4 | AAPL | Apple INC | +0.3% | -1.34% | 減碼 |
| 5 | ROST | Ross Stores INC | +0.2% | +0.50% | 加碼 |
| 6 | FDX | Fedex CORP | +0.2% | -1.29% | 減碼 |
| 7 | STT | State Street CORP | +0.2% | +0.07% | 加碼 |
| 8 | CTSH | Cognizant Tech Solutions-a | +0.2% | -1.31% | 減碼 |
| 9 | ROK | Rockwell Automation INC | +0.2% | +0.30% | 加碼 |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +12.20% | 加碼 |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +10.32% | 加碼 |
| 12 | ACN | Accenture plc | +0.1% | -0.82% | 減碼 |
| 13 | TJX | Tjx Companies INC | +0.1% | -0.96% | 減碼 |
| 14 | MTD | Mettler-toledo International | +0.1% | +2.82% | 加碼 |
| 15 | LSTR | Landstar System INC | +0.1% | +1.72% | 加碼 |
| 16 | AMZN | Amazon.com INC | +0.1% | +1.19% | 加碼 |
| 17 | JNJ | Johnson & Johnson | +0.1% | -1.88% | 減碼 |
| 18 | CBOE | Cboe Global Markets INC | +0.1% | -0.24% | 減碼 |
| 19 | WMT | Walmart INC | +0.1% | -0.88% | 減碼 |
| 20 | USB | US Bancorp | +0.1% | -1.93% | 減碼 |
| 21 | GS | Goldman Sachs Group INC | +0.1% | -2.22% | 減碼 |
| 22 | GE | General Electric | 0% | +1382.61% | 加碼 |
| 23 | BALL | Ball CORP | 0% | -1.73% | 減碼 |
| 24 | TSCO | Tractor Supply Company | 0% | +2.77% | 加碼 |
| 25 | HSY | Hershey Co/the | 0% | -0.56% | 減碼 |
| 26 | CHE | Chemed CORP | 0% | +0.41% | 加碼 |
| 27 | PG | Procter & Gamble Co/the | -0.1% | -3.64% | 減碼 |
| 28 | WSM | Williams-sonoma INC | -0.1% | +2.61% | 加碼 |
| 29 | ORCL | Oracle CORP | -0.1% | — | 不變 |
| 30 | IWF | Ishares Russell 1000 Growth | -0.1% | -2.71% | 減碼 |
| 31 | AOS | Smith (a.o.) CORP | -0.1% | +0.52% | 加碼 |
| 32 | TXN | Texas Instruments INC | -0.1% | -3.52% | 減碼 |
| 33 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -0.96% | 減碼 |
| 34 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | — | 不變 |
| 35 | FAST | Fastenal Co | -0.1% | +0.28% | 加碼 |
| 36 | SHW | Sherwin-williams Co/the | -0.1% | +0.15% | 加碼 |
| 37 | PGR | Progressive CORP | -0.1% | +1.48% | 加碼 |
| 38 | ZTS | Zoetis INC | -0.2% | -1.25% | 減碼 |
| 39 | HD | Home Depot INC | -0.2% | -0.79% | 減碼 |
| 40 | FISV | Fiserv INC | -0.2% | +1.51% | 加碼 |
| 41 | NVDA | Nvidia CORP | -0.2% | -2.15% | 減碼 |
| 42 | LH | Labcorp Holdings INC | -0.3% | -0.65% | 減碼 |
| 43 | RMD | Resmed INC | -0.3% | -0.56% | 減碼 |
| 44 | MSFT | Microsoft CORP | -0.4% | -0.77% | 減碼 |
| 45 | SWKS | Skyworks Solutions INC | -0.5% | -77.50% | 減碼 |
| 46 | GILD | Gilead Sciences INC | -0.5% | -90.73% | 減碼 |
| 47 | URI | United Rentals INC | -0.8% | -10.55% | 減碼 |
| 48 | KEL | Kellanova | — | EXIT | 清倉 |
| 49 | GLW | Corning INC | — | NEW | 新建倉 |
| 50 | SMG | Scotts Miracle-gro Co | — | EXIT | 清倉 |