CIK: 0001697715
申報總市值
US$11.2億
僅顯示前 200 大持股（共 223 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 | 14.03% | -0.13% | -0.89% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 10.05% | -0.64% | -1.60% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 9.91% | +0.41% | -2.90% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 6.16% | -0.06% | -2.52% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.35% | -0.01% | +24.42% | |
| 6 | AME | Ametek INC | 股票-工業 | 3.12% | -0.09% | -5.19% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.95% | — | -20.12% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.68% | -0.04% | -3.54% | |
| 9 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 2.32% | -0.19% | -4.60% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.18% | +0.22% | -2.88% | |
| 11 | PANW | Palo Alto Networks INC | 股票-科技 | 1.47% | +1.00% | -0.02% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.34% | — | -0.50% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.34% | +0.03% | +5.53% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.33% | — | -3.06% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.92% | — | -1.36% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.90% | — | -22.17% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | -0.03% | +2.23% | |
| 18 | AZO | Autozone INC | 股票-循環性消費 | 0.76% | — | -6.21% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.76% | — | -5.92% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.74% | — | -5.19% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | — | -28.34% | |
| 22 | COP | Conocophillips | 股票-能源 | 0.67% | -0.16% | +0.30% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.66% | +0.07% | +0.14% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.66% | — | -1.31% | |
| 25 | AN | Autonation INC | 股票-循環性消費 | 0.62% | — | -1.19% | |
| 26 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.60% | — | +0.96% | |
| 27 | BA | Boeing Co/the | 股票-工業 | 0.59% | — | -0.01% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.57% | — | +0.31% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.52% | +0.10% | -0.26% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.51% | -0.14% | +1.89% | |
| 31 | AWK | American Water Works Co INC | 股票-公用事業 | 0.50% | — | -0.88% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.50% | -0.03% | +0.64% | |
| 33 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.49% | — | -0.37% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.49% | — | -4.31% | |
| 35 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.49% | -0.22% | -0.10% | |
| 36 | HD | Home Depot INC | 股票-循環性消費 | 0.48% | — | +8.76% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.48% | — | -0.76% | |
| 38 | ICE | Intercontinental Exchange In | 股票-金融 | 0.47% | -0.12% | -0.58% | |
| 39 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.46% | — | -24.98% | |
| 40 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.42% | — | +4.83% | |
| 41 | TSLA | Tesla INC | 股票-循環性消費 | 0.40% | — | -5.71% | |
| 42 | ABBV | Abbvie INC | 股票-醫療保健 | 0.39% | — | -2.22% | |
| 43 | LHX | L3harris Technologies INC | 股票-工業 | 0.39% | — | +1.35% | |
| 44 | NEE | Nextera Energy INC | 股票-公用事業 | 0.38% | — | -0.73% | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.37% | — | -16.63% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | -0.12% | +0.05% | |
| 47 | MS | Morgan Stanley | 股票-金融 | 0.36% | +0.06% | -0.64% | |
| 48 | NOW | Servicenow INC | 股票-科技 | 0.36% | — | -7.31% | |
| 49 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.36% | — | -1.78% | |
| 50 | ZTS | Zoetis INC | 股票-醫療保健 | 0.35% | — | +1.25% |