CIK: 0001801720
申報總市值
US$5.6億
僅顯示前 200 大持股（共 803 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 | AAPL | Apple INC | 股票-科技 | 6.69% | — | +4.07% | |
| 2 | DIS | Walt Disney Co/the | 股票-通訊服務 | 5.75% | — | +0.40% | |
| 3 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 4.11% | +0.06% | +7.27% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.61% | -0.56% | +4.95% | |
| 5 | INCY | Incyte CORP | 股票-醫療保健 | 3.51% | — | — | |
| 6 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 3.48% | +0.04% | +20.94% | |
| 7 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 2.49% | — | +28.62% | |
| 8 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 2.29% | +0.03% | +20.34% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.26% | +0.23% | -0.61% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.91% | — | -1.27% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.86% | +0.12% | +37.39% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.73% | -0.11% | +1.00% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.58% | +0.38% | +2.58% | |
| 14 | STBA | S & T Bancorp INC | 股票-其他 | 1.40% | — | — | |
| 15 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 1.33% | — | +31.73% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.32% | — | +30.41% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.23% | — | +0.25% | |
| 18 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.12% | +0.06% | -5.40% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.08% | — | +6.35% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.02% | — | -2.44% | |
| 21 | HD | Home Depot INC | 股票-循環性消費 | 1.01% | — | -0.61% | |
| 22 | PFE | Pfizer INC | 股票-醫療保健 | 0.90% | — | +15.09% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.83% | -0.11% | — | |
| 24 | NEE | Nextera Energy INC | 股票-公用事業 | 0.79% | — | -26.24% | |
| 25 | FISV | Fiserv INC | 股票-其他 | 0.70% | — | — | |
| 26 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.65% | -0.08% | +0.49% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.59% | — | — | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.58% | -0.15% | +0.16% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.57% | — | +50.78% | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.57% | — | — | |
| 31 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-其他 | 0.52% | — | +271.59% | |
| 32 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.52% | +0.05% | -0.20% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.51% | — | — | |
| 34 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.51% | — | +50.42% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.51% | -0.08% | -2.36% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.50% | — | — | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.49% | — | — | |
| 38 | GIS | General Mills INC | 股票-非循環性消費 | 0.48% | — | — | |
| 39 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.48% | — | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.47% | — | -16.26% | |
| 41 | PEP | Pepsico INC | 股票-非循環性消費 | 0.47% | — | -6.71% | |
| 42 | CP | Canadian Pacific Kansa F | 股票-工業 | 0.47% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | — | |
| 44 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.44% | — | +732.81% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.44% | — | +5.11% | |
| 46 | WTRG | Essential Utilities INC | 股票-公用事業 | 0.43% | — | +0.85% | |
| 47 | ABBV | Abbvie INC | 股票-醫療保健 | 0.42% | — | +2.80% | |
| 48 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.41% | -0.12% | — | |
| 49 | GLW | Corning INC | 股票-科技 | 0.41% | — | +4.33% | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.41% | — | — |