CIK: 0001599330
申報總市值
US$30.2億
僅顯示前 200 大持股（共 298 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 | 20.39% | +0.96% | +1.94% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 11.20% | — | +0.54% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.50% | +0.24% | +6.84% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.01% | -0.05% | -2.37% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.95% | +0.07% | -1.83% | |
| 6 | AAPL | Apple INC | 股票-科技 | 4.52% | -0.21% | -2.59% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.13% | -0.41% | +0.11% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.01% | -0.41% | +0.27% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.45% | -0.13% | +7.64% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.35% | +0.04% | +0.95% | |
| 11 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 1.58% | — | +0.95% | |
| 12 | DFAT | Dimensional US Target Value | ETF-其他 | 1.54% | +0.12% | -2.24% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.35% | +0.12% | -5.54% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.27% | -0.42% | +1.44% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.97% | -0.05% | +1.07% | |
| 16 | WMG | Warner Music Group Corp-cl A | 股票-其他 | 0.96% | -0.05% | -0.16% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.93% | +0.10% | +1.75% | |
| 18 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.92% | -0.08% | -13.73% | |
| 19 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.88% | -0.10% | +3.33% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.74% | — | +0.32% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.72% | -0.17% | -3.00% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.69% | -0.11% | +1909.91% | |
| 23 | MTCH | Match Group INC | 股票-通訊服務 | 0.63% | — | — | |
| 24 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.57% | -0.04% | +0.34% | |
| 25 | XLF | Ss Financial Select Sector | ETF-其他 | 0.46% | -0.03% | +4.58% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | -0.03% | -12.62% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.46% | — | +1.43% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.38% | — | +13.59% | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.37% | -0.07% | +36.69% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.36% | -0.05% | -1.33% | |
| 31 | PPLI | People INC | 股票-通訊服務 | 0.35% | -0.10% | — | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.34% | — | +0.22% | |
| 33 | DRUP | Graniteshares Nasdaq Select | ETF-科技型 | 0.33% | — | — | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.32% | — | +0.46% | |
| 35 | TWTRUSD | Twitter INC | 股票-其他 | 0.31% | — | +2.25% | |
| 36 | APO | Apollo Global Management INC | 股票-金融 | 0.30% | -0.09% | — | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.29% | +0.12% | +2.85% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.29% | — | +0.22% | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.28% | — | +0.07% | |
| 40 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.26% | — | +0.11% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.25% | — | +28.60% | |
| 42 | HD | Home Depot INC | 股票-循環性消費 | 0.25% | — | -1.88% | |
| 43 | GS | Goldman Sachs Group INC | 股票-金融 | 0.24% | — | +0.56% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.24% | — | -0.41% | |
| 45 | ARCC | Ares Capital CORP | 股票-金融 | 0.24% | — | +0.73% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.23% | — | -1.07% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.23% | — | +4.49% | |
| 48 | DIBS | 1stdibs.com INC | 股票-其他 | 0.23% | — | -0.13% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.23% | +0.03% | +1.24% | |
| 50 | PFE | Pfizer INC | 股票-醫療保健 | 0.22% | — | -1.38% |