CIK: 0001767715
申報總市值
US$13.3億
僅顯示前 200 大持股（共 282 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 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 9.72% | — | +9.07% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 5.06% | — | +2273.47% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.19% | — | +285.86% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.29% | — | -2.01% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.13% | — | -2.50% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.11% | — | +502.26% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.08% | — | +645.30% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.99% | — | -39.60% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.82% | — | +3949.63% | |
| 10 | GS | Goldman Sachs Group INC | 股票-金融 | 1.75% | — | +2991.14% | |
| 11 | PM | Philip Morris International | 股票-非循環性消費 | 1.65% | — | — | |
| 12 | CVX | Chevron CORP | 股票-能源 | 1.59% | — | +1018.62% | |
| 13 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.52% | — | +705.30% | |
| 14 | XLE | Ss Energy Select Sector | ETF-其他 | 1.52% | — | +753.42% | |
| 15 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 1.46% | — | +7.07% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.45% | — | +207.99% | |
| 17 | IQV | Iqvia Holdings INC | 股票-醫療保健 | 1.44% | — | — | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.33% | — | +642.61% | |
| 19 | ZBH | Zimmer Biomet Holdings INC | 股票-醫療保健 | 1.30% | — | — | |
| 20 | PFE | Pfizer INC | 股票-醫療保健 | 1.30% | — | +1032.81% | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.29% | — | — | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.28% | — | +614.66% | |
| 23 | C | Citigroup INC | 股票-金融 | 1.26% | — | +1893.97% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.16% | — | -1.79% | |
| 25 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.13% | — | +11.05% | |
| 26 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.13% | — | — | |
| 27 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.12% | — | +301.69% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.05% | — | -3.08% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.00% | — | -1.92% | |
| 30 | VFQY | Vanguard U.s. Quality Factor | ETF-其他 | 0.96% | — | -33.34% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.94% | — | +493.64% | |
| 32 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.92% | — | — | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.91% | — | +10.06% | |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.90% | — | -4.85% | |
| 35 | SPG | Simon Property Group INC | 股票-房地產 | 0.86% | — | — | |
| 36 | DVN | Devon Energy CORP | 股票-能源 | 0.83% | — | — | |
| 37 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.77% | — | — | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | — | +364.56% | |
| 39 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.74% | — | +429.18% | |
| 40 | KMI | Kinder Morgan INC | 股票-能源 | 0.72% | — | — | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.68% | — | -41.00% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工業 | 0.68% | — | — | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.64% | — | +1130.32% | |
| 44 | ZTS | Zoetis INC | 股票-醫療保健 | 0.62% | — | — | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | — | +68.90% | |
| 46 | CAG | Conagra Brands INC | 股票-非循環性消費 | 0.61% | — | — | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.60% | — | -4.22% | |
| 48 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.57% | — | — | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | — | +32.22% | |
| 50 | AIA | Ishares Asia 50 ETF | ETF-其他 | 0.52% | — | — |