CIK: 0001697715
申報總市值
US$11.2億
僅顯示前 200 大持股（共 267 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 | 19.31% | -0.13% | +0.65% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 10.29% | -0.64% | +3.80% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 8.57% | +0.41% | +6.08% | |
| 4 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 3.59% | -0.19% | +2.25% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | — | +0.81% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.49% | +0.22% | +2.88% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 1.78% | — | +0.99% | |
| 8 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.47% | — | +0.56% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.43% | +0.03% | -0.71% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.33% | — | +0.78% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.28% | — | -2.42% | |
| 12 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.24% | — | +1.65% | |
| 13 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.20% | — | +5.71% | |
| 14 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.13% | -0.22% | +105.30% | |
| 15 | AWK | American Water Works Co INC | 股票-公用事業 | 1.07% | — | +1.12% | |
| 16 | AN | Autonation INC | 股票-循環性消費 | 1.03% | — | +5.35% | |
| 17 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.92% | — | +4.82% | |
| 18 | NEE | Nextera Energy INC | 股票-公用事業 | 0.90% | — | +215.88% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.90% | — | +1.31% | |
| 20 | XLE | Ss Energy Select Sector | ETF-其他 | 0.81% | — | +0.00% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | — | +12.12% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.78% | — | +0.66% | |
| 23 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.77% | — | +4.00% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.74% | — | +1.08% | |
| 25 | TSLA | Tesla INC | 股票-循環性消費 | 0.71% | — | -3.50% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.03% | +9.46% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.61% | -0.03% | +3.28% | |
| 28 | TGT | Target CORP | 股票-循環性消費 | 0.57% | — | +6.83% | |
| 29 | CLX | Clorox Company | 股票-非循環性消費 | 0.56% | — | +0.75% | |
| 30 | SCI | Service CORP International | 股票-循環性消費 | 0.54% | — | +0.18% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | — | +2.16% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.51% | — | +3.43% | |
| 33 | AMT | American Tower CORP | 股票-房地產 | 0.51% | — | +5.67% | |
| 34 | NXST | Nexstar Media Group INC | 股票-通訊服務 | 0.51% | — | +380.39% | |
| 35 | CME | Cme Group INC | 股票-金融 | 0.50% | -0.13% | +7.94% | |
| 36 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.49% | — | +3.81% | |
| 37 | HD | Home Depot INC | 股票-循環性消費 | 0.49% | — | +0.11% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.48% | — | -1.01% | |
| 39 | COR1EUR | Coresite Realty CORP | 股票-其他 | 0.47% | — | +8.76% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.46% | — | -0.74% | |
| 41 | LHX | L3harris Technologies INC | 股票-工業 | 0.46% | — | +7.81% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.46% | +0.10% | +0.96% | |
| 43 | ICE | Intercontinental Exchange In | 股票-金融 | 0.46% | -0.12% | +5.98% | |
| 44 | HON | Honeywell International INC | 股票-工業 | 0.45% | -0.28% | EXIT | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.44% | -0.01% | +11.25% | |
| 46 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.44% | — | +72.88% | |
| 47 | SNAP | Snap INC - A | 股票-通訊服務 | 0.42% | — | +13.37% | |
| 48 | KEL | Kellanova | 股票-其他 | 0.42% | — | +0.87% | |
| 49 | PANW | Palo Alto Networks INC | 股票-科技 | 0.41% | +1.00% | — | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.41% | — | +0.27% |