CIK: 0001650300
申報總市值
US$3.0億
僅顯示前 200 大持股（共 222 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 11.24% | -0.52% | -0.92% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 10.93% | +0.49% | +1.69% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 8.63% | — | -2.80% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.63% | -0.08% | +5.24% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.40% | — | +2.99% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-其他 | 4.02% | +0.13% | +0.77% | |
| 7 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 3.79% | — | +107.73% | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 3.74% | -0.02% | -2.06% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.05% | — | +85.44% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-其他 | 2.54% | -0.02% | +47.72% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.39% | — | +380.97% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.14% | -0.10% | -6.69% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.86% | -0.05% | -1.01% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.74% | -0.06% | +0.47% | |
| 15 | ABBV | Abbvie INC | 股票-醫療保健 | 1.72% | -0.13% | +0.23% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.41% | -0.65% | -3.90% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.33% | +0.17% | -1.35% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.02% | -0.07% | -8.46% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.96% | -0.02% | -7.51% | |
| 20 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.87% | — | -0.61% | |
| 21 | XLF | Ss Financial Select Sector | ETF-其他 | 0.87% | +0.03% | -5.97% | |
| 22 | T | At&t INC | 股票-通訊服務 | 0.85% | +0.04% | -1.46% | |
| 23 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.82% | +0.05% | -7.64% | |
| 24 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.75% | -0.04% | -10.93% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.72% | +0.07% | -0.33% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | +0.19% | -7.44% | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.63% | -0.13% | -10.86% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.63% | — | +5.26% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.57% | +0.06% | -5.80% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | -0.02% | -8.09% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.53% | -0.03% | +0.03% | |
| 32 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.51% | -0.06% | +0.21% | |
| 33 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.49% | +0.03% | +0.35% | |
| 34 | PEP | Pepsico INC | 股票-非循環性消費 | 0.47% | — | -6.87% | |
| 35 | EMR | Emerson Electric Co | 股票-工業 | 0.46% | — | +0.72% | |
| 36 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.44% | +0.06% | +0.88% | |
| 37 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.40% | — | +2.08% | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.39% | -0.05% | -11.01% | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.39% | — | +50.42% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.39% | -0.06% | +131.71% | |
| 41 | CSX | Csx CORP | 股票-工業 | 0.38% | — | +0.15% | |
| 42 | PFE | Pfizer INC | 股票-醫療保健 | 0.37% | — | +0.55% | |
| 43 | WMT | Walmart INC | 股票-非循環性消費 | 0.37% | +0.10% | +0.14% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.36% | — | +100.00% | |
| 45 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.35% | — | -5.17% | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.34% | — | +1.43% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.32% | — | +0.17% | |
| 48 | MO | Altria Group INC | 股票-非循環性消費 | 0.32% | — | +5.70% | |
| 49 | AMGN | Amgen INC | 股票-醫療保健 | 0.29% | — | -0.16% | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.27% | -0.19% | +0.50% |