CIK: 0001543536
申報總市值
US$6.8億
僅顯示前 200 大持股（共 620 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 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 8.02% | +0.25% | -2.21% | |
| 2 | RWO | State Street Spdr Dow Jones | ETF-其他 | 7.99% | — | -0.55% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 7.87% | +0.26% | -2.51% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.84% | -0.25% | +0.57% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 7.23% | — | -7.75% | |
| 6 | HYLS | Ft Tactical High Yield ETF | ETF-非投資等級債 | 4.95% | — | +1.82% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 4.89% | — | +0.14% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.60% | -0.14% | +6.72% | |
| 9 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 2.40% | — | +4.18% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.36% | — | +0.63% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.94% | +0.20% | +14.29% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 1.50% | — | +0.58% | |
| 13 | PFE | Pfizer INC | 股票-醫療保健 | 1.41% | — | +23.91% | |
| 14 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.33% | +0.07% | +22.75% | |
| 15 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.17% | +0.09% | +27.85% | |
| 16 | PPL | Ppl CORP | 股票-公用事業 | 1.15% | — | -7.12% | |
| 17 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.94% | — | +0.54% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.87% | +0.14% | +35.24% | |
| 19 | T | At&t INC | 股票-通訊服務 | 0.81% | — | -21.95% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.70% | — | +48.71% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | +0.07% | -2.23% | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 0.68% | -0.20% | +41.93% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.66% | — | +3.41% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.64% | -0.11% | +62.88% | |
| 25 | CAT | Caterpillar INC | 股票-工業 | 0.63% | +0.16% | +52.15% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.63% | -0.10% | +5.66% | |
| 27 | MTB | M & T Bank CORP | 股票-金融 | 0.63% | — | -6.17% | |
| 28 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.60% | — | — | |
| 29 | WMT | Walmart INC | 股票-非循環性消費 | 0.56% | — | +69.04% | |
| 30 | FXU | First Trust Utilities Alphad | ETF-其他 | 0.49% | — | +49.25% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.48% | — | -1.61% | |
| 32 | FXG | First Trust Consumer Staples | ETF-其他 | 0.48% | — | +54.25% | |
| 33 | VPV | Invesco Pa Val Muni INC | 股票-其他 | 0.47% | — | +1.42% | |
| 34 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.47% | — | +45.32% | |
| 35 | FXN | First Trust Energy Alphadex | ETF-其他 | 0.47% | — | +54.81% | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.46% | — | +0.15% | |
| 37 | FXD | First Trust Consumer Discret | ETF-其他 | 0.45% | — | +57.43% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | +0.09% | +3.82% | |
| 39 | DUK | Duke Energy CORP | 股票-公用事業 | 0.43% | — | +2.00% | |
| 40 | PEP | Pepsico INC | 股票-非循環性消費 | 0.38% | — | -0.88% | |
| 41 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.36% | — | +23.68% | |
| 42 | NSC | Norfolk Southern CORP | 股票-工業 | 0.36% | — | +0.03% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | -0.09% | +7.38% | |
| 44 | PENN | PENN Entertainment, Inc. | 股票-循環性消費 | 0.33% | — | +0.01% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工業 | 0.32% | — | -0.79% | |
| 46 | NGG | National Grid plc | 股票-公用事業 | 0.30% | — | -11.96% | |
| 47 | UNP | Union Pacific CORP | 股票-工業 | 0.29% | — | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.28% | — | +1.29% | |
| 49 | HON | Honeywell International INC | 股票-工業 | 0.28% | — | +0.49% | |
| 50 | MSFT | Microsoft CORP | 股票-科技 | 0.28% | -0.19% | +23.93% |