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 | 10.69% | -0.48% | +4.59% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-其他 | 9.06% | +0.23% | +8.25% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 7.67% | +0.60% | +9.64% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.26% | +4.84% | -4.66% | |
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 5.02% | +4.75% | NEW | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.01% | +4.36% | -3.68% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 4.77% | — | -3.01% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.68% | +0.06% | -1.93% | |
| 9 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 4.62% | — | +9.74% | |
| 10 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 4.50% | -0.17% | +6.71% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.28% | +0.39% | +6.03% | |
| 12 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-其他 | 4.20% | -0.17% | +9.06% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 4.13% | +4.38% | NEW | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-其他 | 3.27% | +0.02% | -4.58% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.25% | +0.08% | -4.71% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.60% | +0.06% | -3.14% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.35% | +0.02% | +295.65% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.32% | — | -1.56% | |
| 19 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.27% | +0.22% | +1.47% | |
| 20 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 1.20% | +0.05% | -0.96% | |
| 21 | DDM | Proshares Ultra Dow30 | ETF-其他 | 1.11% | +0.21% | +3.10% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.00% | +0.20% | -1.39% | |
| 23 | QLD | Proshares Ultra Qqq | ETF-其他 | 0.98% | +0.57% | +4.68% | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.81% | -0.05% | +2.73% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.80% | +0.02% | -7.04% | |
| 26 | UST | Proshares Ultra 7-10 Year Tr | ETF-其他 | 0.80% | — | +6.64% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.71% | +0.05% | -2.85% | |
| 28 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 0.60% | — | -5.81% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.55% | +0.04% | -1.89% | |
| 30 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.55% | — | +82.92% | |
| 31 | AAPL | Apple INC | 股票-科技 | 0.52% | +0.02% | -2.77% | |
| 32 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.29% | — | — | |
| 33 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.26% | — | — | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.25% | +0.04% | -25.04% | |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.24% | — | -43.85% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.22% | — | -21.70% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.21% | — | — | |
| 38 | HON | Honeywell International INC | 股票-工業 | 0.19% | -0.06% | EXIT | |
| 39 | ILCB | Ishares Morningstar U.s. Equ | ETF-其他 | 0.19% | — | -9.67% | |
| 40 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.19% | — | -6.33% | |
| 41 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.19% | — | — | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.17% | — | -2.84% | |
| 43 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-科技型 | 0.17% | — | — | |
| 44 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.15% | — | — | |
| 45 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 0.15% | — | — | |
| 46 | VTV | Vanguard Value ETF | ETF-其他 | 0.15% | — | +46.92% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.15% | +4.66% | NEW | |
| 48 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.15% | — | — | |
| 49 | T | At&t INC | 股票-通訊服務 | 0.15% | — | -0.33% | |
| 50 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.14% | — | -9.15% |