CIK: 0001803648
申報總市值
US$1.9億
| # | 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 | VUG | Vanguard Growth ETF | ETF-其他 | 5.10% | — | -1.49% | |
| 2 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 4.52% | — | +1.16% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 4.51% | — | +3.69% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.35% | — | +1.71% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.88% | — | +2.83% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.85% | — | +1.92% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-其他 | 3.78% | — | -7.91% | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 3.28% | — | +4.69% | |
| 9 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 3.21% | — | +1.98% | |
| 10 | PGX | Invesco Preferred ETF | ETF-其他 | 3.04% | — | +8.72% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.87% | — | +2.74% | |
| 12 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.50% | — | +7.01% | |
| 13 | TFX | Teleflex INC | 股票-醫療保健 | 2.17% | — | — | |
| 14 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.89% | — | -1.69% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.74% | — | +18.65% | |
| 16 | PIE | Invesco Dorsey Wright Emergi | ETF-其他 | 1.44% | — | -0.33% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.40% | — | -3.97% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.32% | — | +2.87% | |
| 19 | ITW | Illinois Tool Works | 股票-工業 | 1.22% | — | — | |
| 20 | MS | Morgan Stanley | 股票-金融 | 1.16% | — | +0.47% | |
| 21 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.14% | — | +6.42% | |
| 22 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.13% | — | -0.83% | |
| 23 | ADBE | Adobe INC | 股票-科技 | 1.03% | — | — | |
| 24 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.99% | — | +6.76% | |
| 25 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.99% | — | -1.16% | |
| 26 | AON | Aon plc | 股票-金融 | 0.98% | — | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.96% | — | — | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.94% | — | -3.09% | |
| 29 | DTE | Dte Energy Company | 股票-公用事業 | 0.88% | — | -0.90% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.86% | — | +2.90% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.86% | — | -1.41% | |
| 32 | FICO | Fair Isaac CORP | 股票-科技 | 0.82% | — | — | |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.73% | — | -0.73% | |
| 34 | AMGN | Amgen INC | 股票-醫療保健 | 0.73% | — | +3.00% | |
| 35 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 0.72% | — | +26.61% | |
| 36 | HD | Home Depot INC | 股票-循環性消費 | 0.70% | — | -6.70% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.68% | — | +1.86% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | — | +5.81% | |
| 39 | NEE | Nextera Energy INC | 股票-公用事業 | 0.60% | — | +21.77% | |
| 40 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.60% | — | +187.28% | |
| 41 | SH1USD | Proshares Short S&p500 | ETF-其他 | 0.58% | — | +200.00% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.58% | — | +5.36% | |
| 43 | INTU | Intuit INC | 股票-科技 | 0.57% | — | -1.88% | |
| 44 | PFE | Pfizer INC | 股票-醫療保健 | 0.57% | — | -6.00% | |
| 45 | T | At&t INC | 股票-通訊服務 | 0.56% | — | +4.81% | |
| 46 | PSX | Phillips 66 | 股票-能源 | 0.56% | — | -0.89% | |
| 47 | PYPL | Paypal Holdings INC | 股票-金融 | 0.51% | — | +42.60% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.50% | — | -3.38% | |
| 49 | NFLX | Netflix INC | 股票-通訊服務 | 0.50% | — | -3.71% | |
| 50 | BAX | Baxter International INC | 股票-醫療保健 | 0.49% | — | -3.93% |