CIK: 0001543536
申報總市值
US$6.8億
僅顯示前 200 大持股（共 608 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 7.40% | — | +4.73% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 7.25% | +0.26% | +2.10% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.24% | -0.25% | +6.10% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 7.20% | +0.25% | +2.16% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 7.03% | — | +4.09% | |
| 6 | RWO | State Street Spdr Dow Jones | ETF-其他 | 7.00% | — | +7.70% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.66% | -0.14% | -3.66% | |
| 8 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 4.87% | — | +5.42% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 4.82% | — | +5.92% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.71% | -0.14% | +2.00% | |
| 11 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 2.45% | — | +3.82% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.44% | — | +5.70% | |
| 13 | WFC | Wells Fargo & Co | 股票-金融 | 1.47% | — | -1.95% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.29% | +0.20% | -8.87% | |
| 15 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.86% | — | -5.77% | |
| 16 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.80% | +0.07% | +1.17% | |
| 17 | T | At&t INC | 股票-通訊服務 | 0.68% | — | +1.82% | |
| 18 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.67% | +0.09% | -4.63% | |
| 19 | AAPL | Apple INC | 股票-科技 | 0.64% | -0.10% | +10.98% | |
| 20 | PPL | Ppl CORP | 股票-公用事業 | 0.63% | — | +0.02% | |
| 21 | PFE | Pfizer INC | 股票-醫療保健 | 0.58% | — | +0.50% | |
| 22 | MTB | M & T Bank CORP | 股票-金融 | 0.58% | — | +0.06% | |
| 23 | FBT | First Trust Nyse Arca Biotec | ETF-其他 | 0.58% | — | +16.70% | |
| 24 | FXH | First Trust Health Care Alph | ETF-其他 | 0.57% | — | +16.76% | |
| 25 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.56% | — | +16.15% | |
| 26 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.55% | — | — | |
| 27 | FXD | First Trust Consumer Discret | ETF-其他 | 0.54% | — | +18.48% | |
| 28 | FXG | First Trust Consumer Staples | ETF-其他 | 0.54% | — | +18.37% | |
| 29 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.47% | — | -0.31% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.43% | +0.14% | -2.76% | |
| 31 | VPV | Invesco Pa Val Muni INC | 股票-其他 | 0.42% | — | +1.48% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.41% | +0.07% | +1.26% | |
| 33 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.35% | — | +0.33% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.34% | — | -5.87% | |
| 35 | CAT | Caterpillar INC | 股票-工業 | 0.33% | +0.16% | -5.87% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.32% | — | -2.01% | |
| 37 | NSC | Norfolk Southern CORP | 股票-工業 | 0.31% | — | +0.03% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.31% | — | -3.90% | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.30% | -0.11% | -2.27% | |
| 40 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.29% | — | -5.57% | |
| 41 | PENN | PENN Entertainment, Inc. | 股票-循環性消費 | 0.28% | — | — | |
| 42 | PEP | Pepsico INC | 股票-非循環性消費 | 0.28% | — | +0.03% | |
| 43 | UNP | Union Pacific CORP | 股票-工業 | 0.27% | — | -3.12% | |
| 44 | DUK | Duke Energy CORP | 股票-公用事業 | 0.26% | — | +0.32% | |
| 45 | FNB | Fnb CORP | 股票-金融 | 0.25% | — | +0.18% | |
| 46 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.25% | — | -4.76% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.25% | -0.09% | -3.03% | |
| 48 | NGG | National Grid plc | 股票-公用事業 | 0.25% | — | — | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.23% | — | — | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.21% | — | -5.51% |