CIK: 0001713678
申報總市值
US$6.4億
| # | 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 9.91% | -0.48% | +13.14% | |
| 2 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 7.41% | +0.05% | +3.03% | |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 7.31% | — | +3.93% | |
| 4 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 7.24% | — | +5.76% | |
| 5 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 6.97% | +4.38% | NEW | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.88% | +4.36% | -4.71% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.29% | +0.06% | +4.14% | |
| 8 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 5.04% | — | +17.02% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-其他 | 4.69% | +0.02% | +1.63% | |
| 10 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 4.29% | — | +26.51% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 3.35% | +4.75% | NEW | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.26% | — | -0.60% | |
| 13 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 3.05% | — | +4.13% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.27% | — | -6.35% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.90% | +0.06% | +1.63% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.72% | — | +52.61% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.62% | — | -4.96% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.45% | +0.02% | +39.19% | |
| 19 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.44% | +0.22% | +32.18% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.37% | +0.02% | +49.49% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.14% | +0.05% | +4.12% | |
| 22 | QLD | Proshares Ultra Qqq | ETF-其他 | 1.02% | +0.57% | +36.20% | |
| 23 | DDM | Proshares Ultra Dow30 | ETF-其他 | 1.02% | +0.21% | +40.12% | |
| 24 | UST | Proshares Ultra 7-10 Year Tr | ETF-其他 | 0.89% | — | +52.22% | |
| 25 | UBT | Proshares Ultra 20+ Year Tsy | ETF-其他 | 0.84% | — | +61.69% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.77% | — | +33.25% | |
| 27 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.77% | — | -2.21% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | — | -12.83% | |
| 29 | UGL | Proshares Ultra Gold | ETF-避險與商品 | 0.38% | — | — | |
| 30 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.37% | — | +37.17% | |
| 31 | T | At&t INC | 股票-通訊服務 | 0.36% | — | +0.34% | |
| 32 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.35% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.27% | — | +13.86% | |
| 34 | AMGN | Amgen INC | 股票-醫療保健 | 0.27% | — | — | |
| 35 | AAPL | Apple INC | 股票-科技 | 0.26% | +0.02% | — | |
| 36 | ILCB | Ishares Morningstar U.s. Equ | ETF-其他 | 0.25% | — | — | |
| 37 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 0.25% | — | — | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.24% | — | -7.69% | |
| 39 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.24% | — | — | |
| 40 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.23% | — | -2.56% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.23% | +0.39% | — | |
| 42 | HON | Honeywell International INC | 股票-工業 | 0.22% | -0.06% | EXIT | |
| 43 | IYT | Ishares US Transportation Et | ETF-其他 | 0.22% | — | — | |
| 44 | FUN | Six Flags Entertainment Corporation | 股票-其他 | 0.21% | — | — | |
| 45 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.21% | — | +6.45% | |
| 46 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.20% | — | +100.00% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.20% | — | -3.02% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.18% | +0.20% | +300.20% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.17% | +4.66% | NEW | |
| 50 | ✓ | Ishares Tr | 股票-其他 | 0.17% | — | -14.90% |