CIK: 0001697715
申報總市值
US$11.2億
僅顯示前 200 大持股（共 230 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 | 15.26% | -0.13% | -0.40% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 10.15% | -0.64% | +3.40% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 10.02% | +0.41% | +3.35% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.57% | -0.06% | +6.61% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.10% | -0.01% | +8.10% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.80% | -0.04% | +2.11% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.29% | — | +0.75% | |
| 8 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 2.12% | -0.19% | +8.95% | |
| 9 | AME | Ametek INC | 股票-工業 | 2.12% | -0.09% | — | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.91% | +0.22% | -1.35% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.56% | +0.07% | +7.69% | |
| 12 | PANW | Palo Alto Networks INC | 股票-科技 | 1.51% | +1.00% | — | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.47% | — | -0.96% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.38% | — | +0.80% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.27% | +0.03% | +2.46% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.97% | — | -1.10% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | -0.03% | -0.35% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | — | -0.06% | |
| 19 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.74% | -0.05% | +10.03% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.74% | -0.02% | +156.06% | |
| 21 | AZO | Autozone INC | 股票-循環性消費 | 0.73% | — | -11.28% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.71% | -0.03% | +6.65% | |
| 23 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.67% | -0.22% | +5.50% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.66% | +0.07% | +0.06% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.64% | — | -0.27% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.58% | — | -7.75% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.54% | — | +0.60% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.52% | — | +0.90% | |
| 29 | ICE | Intercontinental Exchange In | 股票-金融 | 0.52% | -0.12% | -1.06% | |
| 30 | AN | Autonation INC | 股票-循環性消費 | 0.52% | — | -0.90% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.51% | +0.02% | +5.65% | |
| 32 | TSLA | Tesla INC | 股票-循環性消費 | 0.51% | — | +5.60% | |
| 33 | AWK | American Water Works Co INC | 股票-公用事業 | 0.49% | — | -5.96% | |
| 34 | COP | Conocophillips | 股票-能源 | 0.49% | -0.16% | -0.58% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.48% | — | +5.52% | |
| 36 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.48% | — | -1.31% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.47% | +0.10% | +1.97% | |
| 38 | MS | Morgan Stanley | 股票-金融 | 0.45% | +0.06% | +2.96% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.44% | -0.14% | +0.09% | |
| 40 | BA | Boeing Co/the | 股票-工業 | 0.43% | — | +0.25% | |
| 41 | HD | Home Depot INC | 股票-循環性消費 | 0.43% | — | -2.30% | |
| 42 | NFLX | Netflix INC | 股票-通訊服務 | 0.41% | -0.15% | +10.31% | |
| 43 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.40% | — | -1.20% | |
| 44 | WMT | Walmart INC | 股票-非循環性消費 | 0.40% | — | -0.37% | |
| 45 | SYK | Stryker CORP | 股票-醫療保健 | 0.39% | — | +5.91% | |
| 46 | ABBV | Abbvie INC | 股票-醫療保健 | 0.39% | — | +0.39% | |
| 47 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.39% | — | -2.74% | |
| 48 | NEE | Nextera Energy INC | 股票-公用事業 | 0.37% | — | -0.15% | |
| 49 | CME | Cme Group INC | 股票-金融 | 0.35% | -0.13% | -1.08% | |
| 50 | NOW | Servicenow INC | 股票-科技 | 0.34% | — | +3.16% |