CIK: 0001599330
申報總市值
US$30.2億
僅顯示前 200 大持股（共 227 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 | 21.40% | +0.96% | -0.28% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 13.03% | — | +3.54% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 6.10% | +0.07% | +0.66% | |
| 4 | AAPL | Apple INC | 股票-科技 | 5.84% | -0.21% | +304.86% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.60% | -0.05% | +3.38% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.44% | +0.24% | -0.81% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.90% | -0.13% | +0.66% | |
| 8 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.83% | +0.04% | +1.05% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.99% | -0.17% | +1.95% | |
| 10 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 1.80% | — | +2.08% | |
| 11 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 1.35% | -0.08% | — | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.24% | -0.11% | +1.98% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | -0.42% | -1.14% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.22% | +0.12% | +18.88% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.16% | -0.05% | +7.37% | |
| 16 | MTCH | Match Group INC | 股票-通訊服務 | 1.09% | — | — | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.01% | — | +0.19% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.98% | +0.10% | +0.19% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.71% | -0.41% | — | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.64% | — | -0.75% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.61% | -0.41% | — | |
| 22 | ✓ | 股票-其他 | 0.55% | — | — | ||
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | -0.03% | +5.58% | |
| 24 | TWTRUSD | Twitter INC | 股票-其他 | 0.50% | — | +2.66% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.47% | — | +27.98% | |
| 26 | DRUP | Graniteshares Nasdaq Select | ETF-科技型 | 0.45% | — | +1.20% | |
| 27 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.41% | -0.10% | +364.79% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | -0.05% | -2.29% | |
| 29 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.37% | — | +34.74% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.36% | — | +0.02% | |
| 31 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.36% | — | +4.59% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.35% | — | -10.34% | |
| 33 | CI | THE Cigna Group | 股票-醫療保健 | 0.35% | — | — | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.35% | — | +0.88% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.34% | — | -1.24% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.33% | — | -1.99% | |
| 37 | NFLX | Netflix INC | 股票-通訊服務 | 0.32% | — | — | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.29% | — | +0.45% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.28% | — | +0.38% | |
| 40 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.28% | -0.04% | +10.21% | |
| 41 | MS | Morgan Stanley | 股票-金融 | 0.28% | — | +0.06% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.25% | +0.22% | +0.60% | |
| 43 | ROST | Ross Stores INC | 股票-循環性消費 | 0.24% | — | -0.28% | |
| 44 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.24% | — | +0.28% | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.24% | — | -0.97% | |
| 46 | T | At&t INC | 股票-通訊服務 | 0.24% | — | +0.68% | |
| 47 | GS | Goldman Sachs Group INC | 股票-金融 | 0.23% | — | +1.72% | |
| 48 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.22% | +0.05% | +12.33% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.22% | — | -27.85% | |
| 50 | PFE | Pfizer INC | 股票-醫療保健 | 0.21% | — | +6.03% |