CIK: 0001696263
申報總市值
US$2649.9萬
| # | 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 | XLK | Ss Technology Select Sector | ETF-科技型 | 11.33% | — | +18.54% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-其他 | 9.16% | +2.34% | +193.99% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-其他 | 8.83% | +2.46% | +28.58% | |
| 4 | MBB | Ishares Mbs ETF | ETF-其他 | 8.73% | +1.48% | -1.19% | |
| 5 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 8.40% | — | +15.77% | |
| 6 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 7.02% | — | -3.34% | |
| 7 | XLB | Ss Materials Select Sector | ETF-其他 | 6.90% | — | — | |
| 8 | XLV | Ss Health Care Select Sector | ETF-其他 | 6.81% | — | -9.81% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-其他 | 6.21% | +2.11% | +66.77% | |
| 10 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 4.66% | — | — | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 4.21% | -2.58% | EXIT | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 4.15% | -5.25% | +27.53% | |
| 13 | TAN | Invesco Solar ETF | ETF-其他 | 3.86% | +4.91% | +456.91% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.47% | -3.77% | -55.77% | |
| 15 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 1.97% | -1.61% | — | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.85% | -2.68% | EXIT | |
| 17 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.69% | -4.01% | EXIT | |
| 18 | LIT | Global X Lithium & Battery T | ETF-其他 | 1.05% | — | +123.15% | |
| 19 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.69% | -3.06% | +100.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | +4.5% | +193.99% | 加碼 |
| 2 | TAN | Invesco Solar ETF | +3.3% | +456.91% | 加碼 |
| 3 | TIP | Ishares Tips Bond ETF | +0.7% | +66.77% | 加碼 |
| 4 | LIT | Global X Lithium & Battery T | +0.5% | +123.15% | 加碼 |
| 5 | IBB | Ishares Biotechnology ETF | +0.2% | +100.00% | 加碼 |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | +46.22% | 加碼 |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | -0.8% | +27.53% | 加碼 |
| 8 | XLY | Ss Consumer Disc Select Sect | -1.2% | +15.77% | 加碼 |
| 9 | VTIP | Vanguard Short-term Tips | -1.4% | +28.58% | 加碼 |
| 10 | XLK | Ss Technology Select Sector | -1.7% | +18.54% | 加碼 |
| 11 | XLC | Ss Comm Select Sector Spdr | -3% | -3.34% | 減碼 |
| 12 | XLV | Ss Health Care Select Sector | -4.1% | -9.81% | 減碼 |
| 13 | MBB | Ishares Mbs ETF | -4.7% | -1.19% | 減碼 |
| 14 | IVW | Ishares S&p 500 Growth ETF | -5.2% | -55.77% | 減碼 |
| 15 | XLB | Ss Materials Select Sector | — | NEW | 新建倉 |
| 16 | XLP | Ss Consumer Staples Sel Sect | — | NEW | 新建倉 |
| 17 | IVE | Ishares S&p 500 Value ETF | — | EXIT | 清倉 |
| 18 | JNK | Ss Spdr Bb High Yield Bond | — | NEW | 新建倉 |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | 新建倉 |
| 20 | BKLN | Invesco Senior Loan ETF | — | NEW | 新建倉 |