CIK: 0001682501
申報總市值
US$5.2億
僅顯示前 200 大持股（共 245 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 | CVX | Chevron CORP | 股票-能源 | 3.75% | +0.11% | -2.51% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.91% | — | +6.22% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.88% | — | -11.12% | |
| 4 | GOGO | Gogo INC | 股票-其他 | 2.24% | — | -5.81% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.05% | — | +1.23% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.54% | — | -0.61% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.38% | — | -0.81% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.33% | — | -2.86% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.32% | — | -2.19% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.28% | — | -0.45% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.17% | — | -2.83% | |
| 12 | UTXZ | United Tech CORP | 股票-其他 | 1.07% | — | -17.87% | |
| 13 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.05% | — | -0.23% | |
| 14 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.98% | — | +6.13% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.90% | — | +0.23% | |
| 16 | BLKCHF | Blackrock INC | 股票-其他 | 0.90% | — | -1.05% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.89% | — | +16.45% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.86% | — | +17.55% | |
| 19 | HON | Honeywell International INC | 股票-工業 | 0.86% | — | -2.78% | |
| 20 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.84% | — | -16.41% | |
| 21 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.84% | — | +16.45% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.83% | +0.12% | +1.01% | |
| 23 | FDX | Fedex CORP | 股票-工業 | 0.82% | — | -13.32% | |
| 24 | DAL | Delta Air Lines INC | 股票-工業 | 0.80% | — | -1.58% | |
| 25 | QCOM | Qualcomm INC | 股票-科技 | 0.80% | — | +16.97% | |
| 26 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.80% | — | -1.54% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.78% | — | +0.50% | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.78% | +0.14% | -2.24% | |
| 29 | SLB | Slb LTD | 股票-能源 | 0.76% | — | +11.40% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.74% | -0.78% | +48.51% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.74% | — | +32.70% | |
| 32 | CELG | Celgene CORP | 股票-其他 | 0.74% | — | +4.31% | |
| 33 | SABR | Sabre CORP | 股票-科技 | 0.72% | — | +18.47% | |
| 34 | AVGO | Broadcom Inc. | 股票-科技 | 0.72% | — | +5.60% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.71% | — | -1.85% | |
| 36 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.69% | — | -1.42% | |
| 37 | PANW | Palo Alto Networks INC | 股票-科技 | 0.68% | +0.24% | -3.19% | |
| 38 | VLO | Valero Energy CORP | 股票-能源 | 0.68% | — | -3.10% | |
| 39 | IEV | Ishares Europe ETF | ETF-其他 | 0.67% | — | +19.47% | |
| 40 | BA | Boeing Co/the | 股票-工業 | 0.67% | — | -24.20% | |
| 41 | PDCEUSD | Pdc Energy INC | 股票-其他 | 0.67% | — | +11.21% | |
| 42 | CRM | Salesforce INC | 股票-科技 | 0.66% | -0.58% | EXIT | |
| 43 | ZBH | Zimmer Biomet Holdings INC | 股票-醫療保健 | 0.65% | — | +16.64% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | — | -0.80% | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.64% | — | +0.13% | |
| 46 | T | At&t INC | 股票-通訊服務 | 0.63% | — | -0.25% | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.63% | — | -1.21% | |
| 48 | ANETEUR | Arista Networks INC | 股票-其他 | 0.63% | — | +25.17% | |
| 49 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.63% | — | -9.46% | |
| 50 | ARMK | Aramark | 股票-工業 | 0.61% | — | -2.60% |