CIK: 0001533954
申報總市值
US$9.4億
僅顯示前 200 大持股（共 414 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.67% | — | +175.09% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.15% | -0.31% | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.96% | — | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | -0.50% | — | |
| 5 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.51% | — | — | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.47% | -0.15% | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.32% | -0.27% | -70.82% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.16% | -0.18% | — | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 0.98% | -1.11% | — | |
| 10 | ADBE | Adobe INC | 股票-科技 | 0.96% | -0.18% | — | |
| 11 | BA | Boeing Co/the | 股票-工業 | 0.95% | — | — | |
| 12 | T | At&t INC | 股票-通訊服務 | 0.94% | — | — | |
| 13 | PDP | Invesco Dwa Momentum ETF | ETF-其他 | 0.87% | — | — | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 0.86% | — | — | |
| 15 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.85% | — | — | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.80% | — | -12.71% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.78% | — | — | |
| 18 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.75% | — | — | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.75% | +0.08% | — | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | — | — | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.71% | -0.08% | — | |
| 22 | ✓ | Powershares Fundamental Pure Mid Growth | 股票-其他 | 0.71% | — | — | |
| 23 | TXN | Texas Instruments INC | 股票-科技 | 0.70% | — | — | |
| 24 | ✓ | Powershares ETF Trust | ETF-其他 | 0.69% | — | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.66% | — | — | |
| 26 | PYPL | Paypal Holdings INC | 股票-金融 | 0.66% | — | — | |
| 27 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.65% | — | — | |
| 28 | AABAUSD | Altaba INC | 股票-其他 | 0.65% | — | — | |
| 29 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.62% | — | -33.26% | |
| 30 | ✓ | Powershares Dynamic Otc | 股票-其他 | 0.60% | — | — | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.58% | — | — | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.57% | — | +397.12% | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.55% | -0.07% | — | |
| 34 | GSY | Invesco Ultra Short Duration ETF | ETF-其他 | 0.54% | — | +848.46% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | — | — | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.53% | — | +333.85% | |
| 37 | CSX | Csx CORP | 股票-工業 | 0.53% | — | — | |
| 38 | AMGN | Amgen INC | 股票-醫療保健 | 0.53% | — | — | |
| 39 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.53% | — | +41.23% | |
| 40 | QLD | Proshares Ultra Qqq | ETF-其他 | 0.53% | — | — | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.53% | — | — | |
| 42 | MO | Altria Group INC | 股票-非循環性消費 | 0.52% | — | — | |
| 43 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.52% | — | — | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.51% | — | +59.34% | |
| 45 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.50% | — | +25.35% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.49% | — | — | |
| 47 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.47% | — | — | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.47% | — | — | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | — | — | |
| 50 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.46% | — | +24.46% |