CIK: 0001650300
申報總市值
US$3.0億
僅顯示前 200 大持股（共 395 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 | 12.37% | -0.52% | +0.32% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 8.98% | +0.49% | +1.05% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 8.76% | — | +4.88% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.56% | -0.08% | +0.23% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.10% | — | +1.21% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.75% | -0.65% | +0.04% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 2.62% | -0.02% | +5.29% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.33% | — | +4.48% | |
| 9 | ABBV | Abbvie INC | 股票-醫療保健 | 2.21% | -0.13% | +0.54% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.21% | — | -0.87% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.05% | +0.13% | +0.81% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.84% | -0.02% | +5.16% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.78% | -0.11% | +0.08% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.61% | -0.13% | -1.51% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.60% | -0.10% | -0.44% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.54% | -0.06% | +0.19% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.54% | -0.05% | -0.21% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.36% | -0.07% | +0.25% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.07% | — | -0.00% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.07% | +0.17% | -0.19% | |
| 21 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.95% | +0.05% | +0.32% | |
| 22 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.91% | — | +0.43% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.84% | +0.19% | +0.29% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.82% | -0.03% | -0.14% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.78% | +0.06% | -0.70% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.78% | -0.19% | -13.77% | |
| 27 | PGX | Invesco Preferred ETF | ETF-其他 | 0.72% | — | -4.42% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | -0.02% | — | |
| 29 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.64% | +0.06% | +1.07% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.62% | — | +1.34% | |
| 31 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.61% | -0.02% | +0.18% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.59% | +0.07% | +0.29% | |
| 33 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.58% | -0.04% | -1.07% | |
| 34 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.57% | +0.03% | +0.45% | |
| 35 | EMR | Emerson Electric Co | 股票-工業 | 0.54% | — | +0.09% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.51% | — | — | |
| 37 | PEP | Pepsico INC | 股票-非循環性消費 | 0.49% | — | +0.47% | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.47% | -0.05% | +0.14% | |
| 39 | XLF | Ss Financial Select Sector | ETF-其他 | 0.46% | +0.03% | -1.41% | |
| 40 | WMT | Walmart INC | 股票-非循環性消費 | 0.44% | +0.10% | -1.01% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.42% | +0.09% | +0.49% | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.41% | -0.06% | +0.10% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.39% | -0.04% | +25.58% | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.39% | — | -1.28% | |
| 45 | DE | Deere & Co | 股票-工業 | 0.38% | +0.07% | — | |
| 46 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.36% | -0.05% | +0.20% | |
| 47 | CSX | Csx CORP | 股票-工業 | 0.36% | — | +0.15% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.34% | — | -1.02% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.34% | -0.06% | +0.24% | |
| 50 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.33% | — | +0.29% |