CIK: 0001650300
申報總市值
US$3.0億
僅顯示前 200 大持股（共 210 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 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 12.37% | +0.49% | +1.65% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 10.94% | -0.52% | -1.42% | |
| 3 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 9.52% | — | -1.17% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.58% | — | +0.16% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.22% | -0.08% | +6.45% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-其他 | 4.47% | +0.13% | +6.44% | |
| 7 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 4.09% | — | +5.16% | |
| 8 | ABBV | Abbvie INC | 股票-醫療保健 | 2.38% | -0.13% | -1.36% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.31% | -0.10% | -0.26% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.11% | — | +0.79% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.00% | -0.06% | +0.79% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.93% | -0.05% | +3.38% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.63% | +0.17% | -5.85% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.55% | -0.02% | +4.02% | |
| 15 | T | At&t INC | 股票-通訊服務 | 1.37% | +0.04% | -7.70% | |
| 16 | XLF | Ss Financial Select Sector | ETF-其他 | 1.19% | +0.03% | +1.13% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.13% | -0.07% | +43.86% | |
| 18 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.10% | — | -24.54% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.07% | -0.02% | +0.51% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | -0.65% | -3.93% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | +0.19% | +7.27% | |
| 22 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.92% | — | +1.42% | |
| 23 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.85% | — | +12.44% | |
| 24 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.80% | +0.07% | -3.86% | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.78% | -0.04% | +25.22% | |
| 26 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.75% | +0.05% | +1.14% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.02% | +28.03% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.64% | -0.13% | +1.50% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | -0.03% | +1657.87% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.54% | +0.06% | +11.01% | |
| 31 | PEP | Pepsico INC | 股票-非循環性消費 | 0.54% | — | -3.59% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.52% | — | -5.28% | |
| 33 | EMR | Emerson Electric Co | 股票-工業 | 0.51% | — | +14.51% | |
| 34 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.47% | +0.06% | +14.38% | |
| 35 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.46% | — | +0.64% | |
| 36 | WMT | Walmart INC | 股票-非循環性消費 | 0.41% | +0.10% | — | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 0.40% | -0.05% | +95.58% | |
| 38 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.39% | -0.06% | -6.90% | |
| 39 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.39% | — | -33.67% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.39% | — | +0.76% | |
| 41 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.39% | +0.03% | -2.08% | |
| 42 | MO | Altria Group INC | 股票-非循環性消費 | 0.37% | — | -24.32% | |
| 43 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.36% | — | +0.54% | |
| 44 | PFE | Pfizer INC | 股票-醫療保健 | 0.34% | — | +3.38% | |
| 45 | BDJ | Blackrock Enhanced Eqty Dvd | 股票-其他 | 0.34% | — | +1.11% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.34% | — | -7.46% | |
| 47 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.32% | -0.15% | EXIT | |
| 48 | CSX | Csx CORP | 股票-工業 | 0.31% | — | +0.17% | |
| 49 | AMGN | Amgen INC | 股票-醫療保健 | 0.30% | — | +710.26% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.27% | +0.09% | -25.69% |