CIK: 0001630798
申報總市值
US$1.7億
僅顯示前 200 大持股（共 433 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 | MSFT | Microsoft CORP | 股票-科技 | 6.28% | — | -1.44% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.01% | — | +9.59% | |
| 3 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.35% | — | -3.07% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.77% | +2.28% | +3.69% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.75% | — | -2.42% | |
| 6 | CVS | Cvs Health CORP | 股票-醫療保健 | 2.36% | — | -0.27% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.13% | — | +13.33% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.11% | — | -1.21% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.06% | — | +64.52% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.92% | — | +33.90% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.85% | -2.58% | -0.68% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.78% | — | -4.77% | |
| 13 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.64% | — | -8.64% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.58% | — | -1.89% | |
| 15 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.53% | — | +8.61% | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 1.50% | — | +41.84% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.32% | — | +33.42% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.26% | — | +18.43% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.08% | — | — | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 1.00% | — | -1.64% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.98% | — | -3.94% | |
| 22 | CARR | Carrier Global CORP | 股票-工業 | 0.93% | — | +6.36% | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.89% | — | -10.79% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.88% | — | +25.35% | |
| 25 | NEE | Nextera Energy INC | 股票-公用事業 | 0.86% | — | +2.11% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | — | -35.21% | |
| 27 | MET | Metlife INC | 股票-金融 | 0.84% | — | +0.76% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.77% | — | +11.12% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.76% | — | +11.92% | |
| 30 | AMAT | Applied Materials INC | 股票-科技 | 0.76% | — | -16.18% | |
| 31 | HON | Honeywell International INC | 股票-工業 | 0.72% | — | +15.67% | |
| 32 | MA | Mastercard INC - A | 股票-金融 | 0.71% | — | +7.21% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.70% | — | -16.59% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.69% | — | +1.66% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.66% | — | +0.06% | |
| 36 | BLKCHF | Blackrock INC | 股票-其他 | 0.65% | — | +13.86% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.65% | — | +53.44% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.64% | — | +1.29% | |
| 39 | PEP | Pepsico INC | 股票-非循環性消費 | 0.59% | — | -4.85% | |
| 40 | ABBV | Abbvie INC | 股票-醫療保健 | 0.59% | — | +1.35% | |
| 41 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.59% | — | +3.53% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.58% | — | +7.90% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.57% | — | +0.10% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | — | +74.87% | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.53% | — | -19.02% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.53% | — | +2.99% | |
| 47 | SYK | Stryker CORP | 股票-醫療保健 | 0.53% | — | -1.54% | |
| 48 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.51% | — | -10.49% | |
| 49 | NFLX | Netflix INC | 股票-通訊服務 | 0.49% | — | -2.78% | |
| 50 | TPR | Tapestry INC | 股票-循環性消費 | 0.49% | — | +0.28% |