CIK: 0001660177
申報總市值
US$19.1億
僅顯示前 200 大持股（共 440 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 | BX | Blackstone INC | 股票-金融 | 3.40% | -0.33% | +1443.22% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.94% | -0.18% | +81.97% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.80% | — | +364.32% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.06% | -0.52% | +104.50% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.97% | — | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.82% | -0.44% | +55.40% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.77% | +1.53% | +263.33% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.60% | — | -12.61% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.57% | -0.26% | +51.23% | |
| 10 | MBB | Ishares Mbs ETF | ETF-其他 | 1.52% | — | -0.01% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.52% | — | -9.47% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.51% | -0.19% | +23.13% | |
| 13 | HD | Home Depot INC | 股票-循環性消費 | 1.45% | — | +217.18% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.25% | — | -0.65% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.23% | — | +200.49% | |
| 16 | SUB | Ishares Short-term National | ETF-其他 | 1.20% | — | +27.94% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.20% | -0.45% | +32.44% | |
| 18 | INTC | Intel CORP | 股票-科技 | 1.13% | — | +122.41% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.12% | — | +3.08% | |
| 20 | IMCV | Ishares Morningstar Mid-cap | ETF-其他 | 1.02% | — | — | |
| 21 | ILCB | Ishares Morningstar U.s. Equ | ETF-其他 | 1.02% | — | — | |
| 22 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.92% | — | +179.23% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | — | +17.64% | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.80% | — | +2.91% | |
| 25 | UNP | Union Pacific CORP | 股票-工業 | 0.79% | — | +1265.36% | |
| 26 | CAT | Caterpillar INC | 股票-工業 | 0.79% | +0.43% | +20.38% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.76% | — | +17.47% | |
| 28 | AZO | Autozone INC | 股票-循環性消費 | 0.75% | — | — | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.74% | -0.35% | +21.05% | |
| 30 | AMGN | Amgen INC | 股票-醫療保健 | 0.74% | — | +1.18% | |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.72% | -0.15% | +374.42% | |
| 32 | ABBV | Abbvie INC | 股票-醫療保健 | 0.71% | — | -14.87% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.65% | -0.33% | -13.68% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.63% | -0.24% | +21.88% | |
| 35 | QCOM | Qualcomm INC | 股票-科技 | 0.62% | — | +11.67% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.62% | — | +4.39% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.62% | — | +21.72% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.59% | -0.09% | +189.80% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.58% | — | +24.03% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工業 | 0.53% | — | +1.87% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.52% | — | +2.04% | |
| 42 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 0.51% | — | +390.19% | |
| 43 | AMAT | Applied Materials INC | 股票-科技 | 0.51% | — | +1027.41% | |
| 44 | CHGG | Chegg INC | 股票-非循環性消費 | 0.48% | — | — | |
| 45 | ARKK | Ark Innovation ETF | ETF-其他 | 0.48% | — | — | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.47% | — | +5.36% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | -0.29% | +1152.44% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.47% | — | +0.79% | |
| 49 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.47% | — | — | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.46% | -0.17% | -3.88% |