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 | 8.89% | -0.48% | -5.36% | |
| 2 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-其他 | 8.09% | -0.17% | — | |
| 3 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 7.78% | +0.05% | +0.18% | |
| 4 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 7.19% | — | +0.64% | |
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 6.01% | +4.75% | NEW | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.77% | +0.06% | -0.86% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.74% | +4.36% | +2.99% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 5.41% | — | +2.34% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 5.27% | +4.38% | NEW | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 5.16% | -14.07% | EXIT | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-其他 | 4.06% | +0.02% | -4.19% | |
| 12 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 3.57% | — | -12.68% | |
| 13 | SSO | Proshares Ultra S&p500 | ETF-其他 | 2.14% | +0.22% | +9.68% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.81% | +0.06% | -1.22% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.74% | — | +2.20% | |
| 16 | UBT | Proshares Ultra 20+ Year Tsy | ETF-其他 | 1.63% | — | +6.10% | |
| 17 | UST | Proshares Ultra 7-10 Year Tr | ETF-其他 | 1.54% | — | +3.48% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.49% | — | -7.20% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.44% | +0.02% | -0.01% | |
| 20 | QLD | Proshares Ultra Qqq | ETF-其他 | 1.39% | +0.57% | +3.69% | |
| 21 | DDM | Proshares Ultra Dow30 | ETF-其他 | 1.34% | +0.21% | +6.50% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.98% | +0.05% | -0.79% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.97% | +0.02% | -20.86% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.79% | +0.08% | — | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.69% | — | -11.07% | |
| 26 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.61% | — | -3.95% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.53% | — | -25.57% | |
| 28 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.44% | — | -1.31% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.40% | +0.20% | +202.67% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.38% | — | +0.06% | |
| 31 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.37% | — | +144.69% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.36% | +0.39% | — | |
| 33 | T | At&t INC | 股票-通訊服務 | 0.29% | — | +4.60% | |
| 34 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.28% | — | — | |
| 35 | UGL | Proshares Ultra Gold | ETF-避險與商品 | 0.27% | — | -36.65% | |
| 36 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.27% | — | +0.56% | |
| 37 | AAPL | Apple INC | 股票-科技 | 0.27% | +0.02% | +2.61% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.26% | -0.05% | — | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.25% | +4.66% | NEW | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.25% | — | +0.30% | |
| 41 | ILCB | Ishares Morningstar U.s. Equ | ETF-其他 | 0.24% | — | — | |
| 42 | AMGN | Amgen INC | 股票-醫療保健 | 0.23% | — | +0.17% | |
| 43 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.22% | — | — | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.22% | +0.23% | +13.52% | |
| 45 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 0.21% | — | — | |
| 46 | HON | Honeywell International INC | 股票-工業 | 0.21% | -0.06% | EXIT | |
| 47 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.20% | — | +1.63% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.19% | — | -0.68% | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.17% | — | +0.32% | |
| 50 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.15% | — | — |