CIK: 0001731448
申報總市值
US$3.5億
僅顯示前 200 大持股（共 219 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 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 6.69% | +1.23% | +49.58% | |
| 2 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 5.58% | — | -4.01% | |
| 3 | WM | Waste Management INC | 股票-工業 | 4.07% | — | +72.43% | |
| 4 | ULST | Ss Ultra Short Tm Bond ETF | ETF-其他 | 3.85% | — | +56.64% | |
| 5 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 3.79% | — | -2.95% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.76% | +0.17% | -2.33% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.67% | -0.24% | -0.58% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.40% | -0.05% | +0.22% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 3.22% | — | -1.67% | |
| 10 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 2.49% | — | +75.67% | |
| 11 | WELL | Welltower INC | 股票-房地產 | 2.43% | — | +1.52% | |
| 12 | SYY | Sysco CORP | 股票-非循環性消費 | 2.37% | — | +1.22% | |
| 13 | ADP | Automatic Data Processing | 股票-科技 | 2.34% | — | +2.35% | |
| 14 | PDP | Invesco Dorsey Wright Moment | ETF-其他 | 2.34% | — | -4.27% | |
| 15 | ACN | Accenture plc | 股票-科技 | 2.34% | — | -0.98% | |
| 16 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.28% | — | -7.98% | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 2.23% | -0.24% | +8.09% | |
| 18 | FE | Firstenergy CORP | 股票-公用事業 | 2.22% | — | -10.56% | |
| 19 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 2.17% | — | +6.44% | |
| 20 | PLD | Prologis INC | 股票-房地產 | 2.15% | — | — | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 2.12% | +0.12% | +10.93% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 2.08% | — | -2.26% | |
| 23 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 1.90% | — | +8.36% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 1.88% | — | +1.20% | |
| 25 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.38% | — | — | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | — | +560.83% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.32% | — | — | |
| 28 | CPB | THE Campbell's Company | 股票-非循環性消費 | 1.12% | — | — | |
| 29 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.10% | — | -3.86% | |
| 30 | DJD | Invesco Dow Jones Industrial | ETF-其他 | 1.09% | — | -3.25% | |
| 31 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 1.08% | — | -0.87% | |
| 32 | AAPL | Apple INC | 股票-科技 | 0.96% | — | -3.77% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.83% | -1.01% | +0.07% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.71% | +0.48% | NEW | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.68% | — | -5.33% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | — | -3.83% | |
| 37 | DG | Dollar General CORP | 股票-非循環性消費 | 0.67% | — | -16.98% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | -0.84% | -7.01% | |
| 39 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.65% | -0.42% | EXIT | |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.64% | — | +4.29% | |
| 41 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.63% | — | +7.90% | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.61% | +0.76% | +172.08% | |
| 43 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.56% | — | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | -6.97% | |
| 45 | PFE | Pfizer INC | 股票-醫療保健 | 0.51% | — | -4.72% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.49% | — | — | |
| 47 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.46% | — | -38.05% | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.44% | — | +5.20% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.44% | +0.36% | +16.70% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.43% | +0.49% | NEW |