CIK: 0001639966
申報總市值
US$4.3億
僅顯示前 200 大持股（共 1175 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 | AAPL | Apple INC | 股票-科技 | 4.00% | +0.12% | — | |
| 2 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 3.69% | -0.25% | — | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.52% | -0.41% | — | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 3.12% | +0.15% | — | |
| 5 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 2.39% | — | — | |
| 6 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 2.02% | — | — | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.98% | -0.21% | — | |
| 8 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 1.90% | -0.31% | — | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.70% | +0.01% | — | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.56% | +0.60% | — | |
| 11 | INTC | Intel CORP | 股票-科技 | 1.33% | — | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.32% | — | — | |
| 13 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.21% | +0.04% | — | |
| 14 | ✓ | Eg Dj Emrg Mkt Cnsumr Tita | 股票-其他 | 1.17% | — | — | |
| 15 | ITW | Illinois Tool Works | 股票-工業 | 1.13% | — | — | |
| 16 | EWC | Ishares Msci Canada ETF | ETF-其他 | 1.13% | — | — | |
| 17 | HD | Home Depot INC | 股票-循環性消費 | 1.13% | — | — | |
| 18 | QCOM | Qualcomm INC | 股票-科技 | 1.06% | — | — | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.03% | +0.50% | — | |
| 20 | WIP | State Street Spdr Ftse Inter | ETF-其他 | 1.01% | — | — | |
| 21 | UTXZ | United Tech CORP | 股票-其他 | 1.00% | +0.05% | — | |
| 22 | AFL | Aflac INC | 股票-金融 | 0.99% | — | — | |
| 23 | WFC | Wells Fargo & Co | 股票-金融 | 0.96% | -0.15% | — | |
| 24 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.95% | +0.15% | — | |
| 25 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.95% | +0.01% | — | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.87% | — | — | |
| 27 | EMR | Emerson Electric Co | 股票-工業 | 0.85% | — | — | |
| 28 | CSX | Csx CORP | 股票-工業 | 0.83% | — | — | |
| 29 | NEE | Nextera Energy INC | 股票-公用事業 | 0.80% | +0.10% | — | |
| 30 | UPS | United Parcel Service-cl B | 股票-工業 | 0.80% | — | — | |
| 31 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.79% | +0.13% | — | |
| 32 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.78% | — | — | |
| 33 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.78% | — | — | |
| 34 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.77% | — | — | |
| 35 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.75% | — | — | |
| 36 | TEVA | Teva Pharmaceutical-sp Adr | 股票-醫療保健 | 0.72% | — | — | |
| 37 | GOLD | Gold.com, Inc. | 股票-其他 | 0.71% | +0.26% | — | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.70% | — | — | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | — | — | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.69% | — | — | |
| 41 | GOOG | Alphabet A | 股票-通訊服務 | 0.68% | — | — | |
| 42 | SWK | Stanley Black & Decker INC | 股票-工業 | 0.67% | — | — | |
| 43 | O | Realty Income CORP | 股票-房地產 | 0.67% | +0.14% | — | |
| 44 | PSO | Pearson Plc-sponsored Adr | 股票-其他 | 0.66% | — | — | |
| 45 | ✓ | Google INC Class C | 股票-其他 | 0.64% | — | — | |
| 46 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 0.63% | — | — | |
| 47 | DOC | Healthpeak Properties, Inc. | 股票-房地產 | 0.62% | — | — | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.61% | — | — | |
| 49 | RUBIEUR | Rubicon Project Inc/the | 股票-其他 | 0.61% | — | — | |
| 50 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 0.61% | +0.23% | — |