CIK: 0001596957
申報總市值
US$15.5億
僅顯示前 200 大持股（共 399 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 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 8.09% | -0.19% | +7.67% | |
| 2 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 5.59% | -0.30% | +2.03% | |
| 3 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 4.45% | -0.07% | +4.50% | |
| 4 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 4.33% | -0.05% | +0.72% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-其他 | 4.18% | — | -6.98% | |
| 6 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 3.63% | -0.06% | +3.72% | |
| 7 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 2.67% | — | +5.76% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.00% | +0.01% | -1.27% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.95% | — | -0.05% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.94% | — | -2.06% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.93% | -0.01% | -0.47% | |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.84% | — | +6.02% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.59% | +0.03% | -0.36% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.50% | -0.12% | -5.32% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.47% | — | +3.26% | |
| 16 | KEMX | Kraneshares Msci E-mkt Ex-ch | ETF-其他 | 1.25% | +0.02% | +3.88% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.12% | — | -14.21% | |
| 18 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.01% | +0.06% | +1.50% | |
| 19 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.98% | +0.05% | -1.31% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.97% | — | -1.92% | |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.93% | — | +0.22% | |
| 22 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.93% | — | +5.06% | |
| 23 | ARCB | Arcbest CORP | 股票-其他 | 0.90% | — | +35.00% | |
| 24 | CORT | Corcept Therapeutics INC | 股票-醫療保健 | 0.87% | -1.04% | +1.88% | |
| 25 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.86% | — | -1.36% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.81% | +0.24% | +3.08% | |
| 27 | IDV | Ishares International Select | ETF-其他 | 0.79% | +0.04% | -0.34% | |
| 28 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.75% | — | +0.84% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.69% | — | -2.09% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | +0.06% | +2.65% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.65% | — | -1.11% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.64% | — | +5.76% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.64% | — | -0.54% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | -0.02% | +4.69% | |
| 35 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.63% | — | +1.21% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.61% | — | -4.31% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.60% | — | -3.03% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.60% | — | -1.21% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.60% | -0.12% | +3.90% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.56% | — | +8.93% | |
| 41 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 0.53% | — | +1.84% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.52% | — | -4.86% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | +0.02% | +8.51% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.49% | — | +1.65% | |
| 45 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.49% | — | +6.01% | |
| 46 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.44% | — | +47.45% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.44% | — | -5.22% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.43% | — | +5.08% | |
| 49 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.43% | — | -0.19% | |
| 50 | WMT | Walmart INC | 股票-非循環性消費 | 0.43% | +0.06% | -0.40% |