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 | 10.85% | -0.48% | +6.77% | |
| 2 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 7.85% | +0.05% | +2.73% | |
| 3 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 7.18% | — | +4.10% | |
| 4 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 5.89% | — | +8.45% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.79% | +0.06% | +3.83% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.62% | +4.84% | — | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 5.54% | +4.75% | NEW | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.52% | +4.36% | +2418.34% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 5.44% | — | +2.16% | |
| 10 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 5.23% | +4.38% | NEW | |
| 11 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 4.83% | — | +10.57% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-其他 | 4.56% | +0.02% | -0.02% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.18% | — | +1.05% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.86% | +0.06% | +0.11% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.77% | — | +3.61% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.63% | +0.02% | +6.14% | |
| 17 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.44% | +0.22% | +9.24% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.37% | +0.02% | +3.59% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.34% | — | -11.41% | |
| 20 | UST | Proshares Ultra 7-10 Year Tr | ETF-其他 | 1.19% | — | +17.83% | |
| 21 | QLD | Proshares Ultra Qqq | ETF-其他 | 1.16% | +0.57% | +10.72% | |
| 22 | UBT | Proshares Ultra 20+ Year Tsy | ETF-其他 | 1.11% | — | +16.55% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.10% | +0.05% | -1.49% | |
| 24 | DDM | Proshares Ultra Dow30 | ETF-其他 | 1.00% | +0.21% | +235.08% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.84% | — | +0.78% | |
| 26 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.68% | — | -3.26% | |
| 27 | UGL | Proshares Ultra Gold | ETF-避險與商品 | 0.53% | — | +21.19% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | — | -8.12% | |
| 29 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.36% | — | — | |
| 30 | T | At&t INC | 股票-通訊服務 | 0.31% | — | +1.07% | |
| 31 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.30% | — | -6.37% | |
| 32 | AAPL | Apple INC | 股票-科技 | 0.27% | +0.02% | +1.42% | |
| 33 | AMGN | Amgen INC | 股票-醫療保健 | 0.26% | — | — | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.25% | — | -13.60% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.24% | — | — | |
| 36 | ILCB | Ishares Morningstar U.s. Equ | ETF-其他 | 0.23% | — | — | |
| 37 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 0.22% | — | — | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.22% | +0.39% | — | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.21% | — | -6.05% | |
| 40 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.21% | — | — | |
| 41 | FUN | Six Flags Entertainment Corporation | 股票-其他 | 0.20% | — | — | |
| 42 | HON | Honeywell International INC | 股票-工業 | 0.20% | -0.06% | EXIT | |
| 43 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.19% | — | +10.07% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.19% | +4.66% | NEW | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.18% | +0.20% | +0.04% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.17% | — | +5.07% | |
| 47 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.17% | — | — | |
| 48 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.16% | — | -20.14% | |
| 49 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-科技型 | 0.15% | — | — | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.15% | +0.23% | — |