CIK: 0001599330
申報總市值
US$30.2億
僅顯示前 200 大持股（共 266 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 | 19.07% | +0.96% | +2.91% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 11.19% | — | +5.05% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.64% | +0.07% | +8.04% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.10% | -0.05% | +6.67% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.13% | -0.21% | -1.05% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.06% | -0.41% | +1.56% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.94% | -0.41% | -0.13% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.87% | +0.24% | +1.44% | |
| 9 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.81% | +0.04% | +8.15% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.23% | -0.13% | -1.78% | |
| 11 | PTON | Peloton Interactive Inc-a | 股票-循環性消費 | 2.00% | — | — | |
| 12 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 1.72% | — | +3.07% | |
| 13 | WMG | Warner Music Group Corp-cl A | 股票-其他 | 1.68% | -0.05% | — | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.51% | +0.12% | +18.40% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.51% | -0.17% | +0.27% | |
| 16 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 1.30% | -0.08% | +11.48% | |
| 17 | MTCH | Match Group INC | 股票-通訊服務 | 1.29% | — | +41.35% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | -0.42% | +4.32% | |
| 19 | ✓ | 股票-其他 | 0.94% | — | +41.20% | ||
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.92% | -0.05% | -1.24% | |
| 21 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.90% | -0.11% | +2.85% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.82% | +0.10% | +4.42% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | — | +3.87% | |
| 24 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.62% | -0.10% | +40.91% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.58% | — | +3.26% | |
| 26 | TWTRUSD | Twitter INC | 股票-其他 | 0.50% | — | +4.07% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | -0.03% | +6.14% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | -0.05% | +1.08% | |
| 29 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.44% | — | -3.37% | |
| 30 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.42% | — | +349.52% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.41% | — | +11.13% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.40% | — | +0.01% | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.36% | -0.04% | +10.20% | |
| 34 | DRUP | Graniteshares Nasdaq Select | ETF-科技型 | 0.35% | — | +0.95% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.31% | — | +10.45% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 0.30% | — | +0.04% | |
| 37 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.30% | — | — | |
| 38 | GS | Goldman Sachs Group INC | 股票-金融 | 0.27% | — | +6.27% | |
| 39 | HD | Home Depot INC | 股票-循環性消費 | 0.26% | — | — | |
| 40 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.24% | — | +1.52% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.24% | — | +15.72% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.24% | — | — | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.22% | — | — | |
| 44 | NFLX | Netflix INC | 股票-通訊服務 | 0.22% | — | +0.78% | |
| 45 | FTAIEUR | Fortress Transportation-cl A | 股票-其他 | 0.21% | — | — | |
| 46 | ✓ | Greenbox Pos | 股票-其他 | 0.21% | — | — | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.21% | — | +195.68% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.21% | +0.22% | +1.07% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.21% | — | -12.92% | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.20% | -0.07% | +46.89% |