CIK: 0001629680
申報總市值
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| # | 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 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 6.74% | — | — | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.97% | — | +65.31% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.96% | — | +2.74% | |
| 4 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 2.71% | — | — | |
| 5 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 2.23% | — | +3.52% | |
| 6 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 2.16% | — | +5.08% | |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.97% | — | -10.77% | |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.93% | — | — | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.92% | — | +2.62% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.92% | — | -44.94% | |
| 11 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.90% | — | +4.96% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.87% | — | +6.12% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.79% | — | -0.91% | |
| 14 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.70% | — | +4.50% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.66% | — | +5.79% | |
| 16 | IYZ | Ishares US Telecommunication | ETF-其他 | 1.61% | — | +19.19% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.59% | — | -6.11% | |
| 18 | QLD | Proshares Ultra Qqq | ETF-其他 | 1.58% | — | +1.05% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.56% | — | +2.63% | |
| 20 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.56% | — | -14.05% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.54% | — | +3.39% | |
| 22 | FBT | First Trust Nyse Arca Biotec | ETF-其他 | 1.52% | — | +15.01% | |
| 23 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.47% | — | +10.49% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.44% | — | +52.19% | |
| 25 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.43% | — | +10.49% | |
| 26 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.38% | — | +9.39% | |
| 27 | INDA | Ishares Msci India ETF | ETF-其他 | 1.36% | — | +8.41% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.16% | — | +19.91% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.16% | — | — | |
| 30 | KIE | Ss Spdr S&p Insurance ETF | ETF-其他 | 1.15% | — | +10.55% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.12% | — | +708.70% | |
| 32 | CRM | Salesforce INC | 股票-科技 | 1.10% | — | +14.51% | |
| 33 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 1.09% | — | +3.77% | |
| 34 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.08% | — | -15.01% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.08% | — | +5.76% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 1.08% | — | +6.97% | |
| 37 | PPA | Invesco Aerospace & Defense | ETF-其他 | 1.00% | — | +27.64% | |
| 38 | FTGC | First Trust Global Tactical | ETF-其他 | 0.99% | — | +11.49% | |
| 39 | BND | Vanguard Total Bond Market | ETF-其他 | 0.98% | — | — | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.97% | — | +112.39% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.93% | — | +17.37% | |
| 42 | FEMB | First Trust Emerging Markets | ETF-新興市場 | 0.92% | — | -1.20% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | — | +13.30% | |
| 44 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 0.88% | — | +5.49% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.87% | — | +5.25% | |
| 46 | AGZ | Ishares Agency Bond ETF | ETF-其他 | 0.86% | — | -11.81% | |
| 47 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.86% | — | +245.45% | |
| 48 | PAYC | Paycom Software INC | 股票-科技 | 0.86% | — | +18.41% | |
| 49 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.85% | — | +12.15% | |
| 50 | MBB | Ishares Mbs ETF | ETF-其他 | 0.84% | — | +21.44% |