CIK: 0001592613
申報總市值
US$6.3億
僅顯示前 200 大持股（共 389 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 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 7.25% | — | -1.49% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.56% | -0.38% | -3.47% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.76% | -0.64% | -0.33% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.63% | -0.16% | -0.32% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.12% | -0.62% | +2.45% | |
| 6 | KONG | Formidable Fortress ETF | ETF-其他 | 3.09% | -0.06% | -8.47% | |
| 7 | FORH | Formidable ETF | ETF-其他 | 2.94% | — | -6.23% | |
| 8 | CHE | Chemed CORP | 股票-醫療保健 | 1.55% | -0.13% | +0.01% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.35% | -0.28% | +16.09% | |
| 10 | XEXGX | Eaton Vance Tax-managed Glob | 股票-其他 | 1.35% | -0.09% | -4.10% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.28% | -0.06% | +8.28% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.27% | -0.10% | +10.46% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.25% | -0.05% | -1.77% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.24% | — | +2.42% | |
| 15 | GGN | Gamco Glbl Gold Ntrl Res INC | 股票-其他 | 1.11% | — | -11.28% | |
| 16 | FLUX | Flux Power Holdings INC | 股票-其他 | 0.94% | — | +4.16% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | +0.34% | -3.46% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.91% | -0.27% | +33.67% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.90% | -0.08% | +6.67% | |
| 20 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.88% | — | +7.80% | |
| 21 | TSLA | Tesla INC | 股票-循環性消費 | 0.88% | -0.14% | +6.30% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | — | -0.87% | |
| 23 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 0.82% | -0.22% | +18.25% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.74% | -0.18% | +25.45% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.72% | -0.08% | +0.21% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.70% | — | -3.08% | |
| 27 | NEE | Nextera Energy INC | 股票-公用事業 | 0.69% | +0.15% | -0.07% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | -0.09% | -2.10% | |
| 29 | HD | Home Depot INC | 股票-循環性消費 | 0.67% | — | -10.27% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.63% | — | +16.33% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | — | -0.16% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.59% | +0.23% | +2.87% | |
| 33 | ECAT | Blackrock Esg Cap All Trm Tr | 股票-其他 | 0.57% | -0.08% | +59.59% | |
| 34 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 0.53% | — | -6.62% | |
| 35 | ACTG | Acacia Research CORP | 股票-其他 | 0.51% | — | +6.98% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.51% | -0.11% | +1.74% | |
| 37 | PEP | Pepsico INC | 股票-非循環性消費 | 0.50% | -0.09% | +4.12% | |
| 38 | WMT | Walmart INC | 股票-非循環性消費 | 0.49% | — | +0.83% | |
| 39 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.49% | — | +17.17% | |
| 40 | ADBE | Adobe INC | 股票-科技 | 0.48% | -0.13% | +0.04% | |
| 41 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.47% | +0.11% | -1.97% | |
| 42 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.47% | -0.08% | +1.43% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.46% | — | +17.39% | |
| 44 | QCOM | Qualcomm INC | 股票-科技 | 0.40% | -0.10% | +3.61% | |
| 45 | MO | Altria Group INC | 股票-非循環性消費 | 0.40% | — | -5.66% | |
| 46 | TDVG | T Rowe Price Dividend Growth | ETF-其他 | 0.39% | — | -22.13% | |
| 47 | DTH | Wisdomtree International Hig | ETF-其他 | 0.39% | — | -0.70% | |
| 48 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.37% | — | +6.62% | |
| 49 | GD | General Dynamics CORP | 股票-工業 | 0.36% | — | -0.66% | |
| 50 | JD | Jd.com Inc-adr | 股票-循環性消費 | 0.35% | — | -8.20% |