CIK: 0001732399
申報總市值
US$4470.4萬
僅顯示前 200 大持股（共 385 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 22.60% | — | — | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 22.35% | — | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 22.27% | — | +23287.65% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.44% | — | +0.02% | |
| 5 | FSK | Fs Kkr Capital CORP | 股票-金融 | 2.03% | — | -0.81% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.78% | — | — | |
| 7 | NEE | Nextera Energy INC | 股票-公用事業 | 1.24% | — | +0.28% | |
| 8 | LNT | Alliant Energy CORP | 股票-公用事業 | 1.06% | — | +0.09% | |
| 9 | WMT | Walmart INC | 股票-非循環性消費 | 1.05% | — | +0.08% | |
| 10 | PECO | Phillips Edison & Company In | 股票-房地產 | 0.96% | — | — | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.85% | — | +0.47% | |
| 12 | TSLA | Tesla INC | 股票-循環性消費 | 0.67% | — | — | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.61% | — | — | |
| 14 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 0.60% | — | — | |
| 15 | XEL | Xcel Energy INC | 股票-公用事業 | 0.55% | — | +0.21% | |
| 16 | ARCC | Ares Capital CORP | 股票-金融 | 0.54% | — | +0.06% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.52% | — | +0.61% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.51% | — | +0.16% | |
| 19 | OTTR | Otter Tail CORP | 股票-工業 | 0.47% | — | — | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | — | -0.63% | |
| 21 | PFG | Principal Financial Group | 股票-金融 | 0.42% | — | +0.15% | |
| 22 | DE | Deere & Co | 股票-工業 | 0.38% | — | +0.16% | |
| 23 | ES | Eversource Energy | 股票-公用事業 | 0.36% | — | — | |
| 24 | EIX | Edison International | 股票-公用事業 | 0.36% | — | — | |
| 25 | WEC | Wec Energy Group INC | 股票-公用事業 | 0.36% | — | — | |
| 26 | CSX | Csx CORP | 股票-工業 | 0.35% | — | +0.25% | |
| 27 | MO | Altria Group INC | 股票-非循環性消費 | 0.34% | — | +2.49% | |
| 28 | ADBE | Adobe INC | 股票-科技 | 0.32% | — | — | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.29% | — | +1.58% | |
| 30 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 0.29% | — | — | |
| 31 | CMC | Commercial Metals Co | 股票-工業 | 0.28% | — | — | |
| 32 | EXEL | Exelixis INC | 股票-醫療保健 | 0.26% | — | — | |
| 33 | ET | Energy Transfer LP | 股票-能源 | 0.26% | — | +0.06% | |
| 34 | PSEC | Prospect Capital CORP | 股票-其他 | 0.26% | — | +0.13% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.25% | — | — | |
| 36 | QCOM | Qualcomm INC | 股票-科技 | 0.25% | — | +0.15% | |
| 37 | AEP | American Electric Power | 股票-公用事業 | 0.21% | — | — | |
| 38 | HTGC | Hercules Capital INC | 股票-金融 | 0.19% | — | — | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.19% | — | +5.52% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.19% | — | -0.25% | |
| 41 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.19% | — | +24.65% | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.18% | — | +0.49% | |
| 43 | TKR | Timken Co | 股票-工業 | 0.18% | — | — | |
| 44 | JNP | Juniper Networks INC | 股票-其他 | 0.18% | — | — | |
| 45 | O | Realty Income CORP | 股票-房地產 | 0.18% | — | +2.18% | |
| 46 | EVRG | Evergy INC | 股票-公用事業 | 0.16% | — | — | |
| 47 | CAT | Caterpillar INC | 股票-工業 | 0.16% | — | +0.41% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.16% | — | — | |
| 49 | CMI | Cummins INC | 股票-工業 | 0.15% | — | — | |
| 50 | T | At&t INC | 股票-通訊服務 | 0.15% | — | +1.85% |