CIK: 0001801720
申報總市值
US$5.6億
僅顯示前 200 大持股（共 997 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 | 8.31% | — | +12.43% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.98% | -0.56% | +0.19% | |
| 3 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 3.93% | +0.04% | +13.67% | |
| 4 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 3.80% | +0.06% | +0.46% | |
| 5 | DIS | Walt Disney Co/the | 股票-通訊服務 | 3.65% | — | -0.15% | |
| 6 | INCY | Incyte CORP | 股票-醫療保健 | 2.41% | — | — | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.32% | — | +44.63% | |
| 8 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 2.27% | — | +99.46% | |
| 9 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 2.06% | +0.03% | +3.53% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.81% | +0.12% | +1.43% | |
| 11 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-其他 | 1.80% | — | +158.63% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.79% | +0.23% | +3.16% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.77% | — | +2.45% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.40% | -0.11% | +0.73% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.36% | +0.38% | -1.53% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.16% | -0.11% | -1.07% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.16% | — | +2.30% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.15% | — | — | |
| 19 | DWM | Wisdomtree International Equ | ETF-其他 | 1.07% | +0.03% | +6.76% | |
| 20 | HD | Home Depot INC | 股票-循環性消費 | 1.06% | — | -0.24% | |
| 21 | PFE | Pfizer INC | 股票-醫療保健 | 1.04% | — | +0.23% | |
| 22 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.01% | — | +37.84% | |
| 23 | STBA | S & T Bancorp INC | 股票-其他 | 1.00% | — | — | |
| 24 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.93% | — | +0.92% | |
| 25 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.91% | — | +2.07% | |
| 26 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.90% | +0.06% | +0.77% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.87% | — | -1.99% | |
| 28 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.73% | — | +40.05% | |
| 29 | NEE | Nextera Energy INC | 股票-公用事業 | 0.65% | — | — | |
| 30 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.61% | -0.08% | +5.28% | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.60% | -0.15% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.59% | -0.08% | +3.83% | |
| 33 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.56% | — | — | |
| 34 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.54% | — | -1.13% | |
| 35 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 0.52% | — | +61.94% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.50% | — | -6.14% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.47% | — | -2.77% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.47% | — | +6.64% | |
| 39 | FISV | Fiserv INC | 股票-其他 | 0.46% | — | — | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.45% | — | -0.30% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.45% | — | — | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.44% | — | +83.55% | |
| 43 | PEP | Pepsico INC | 股票-非循環性消費 | 0.43% | — | +0.58% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.42% | — | -1.78% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.42% | — | +9.33% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.41% | — | -1.58% | |
| 47 | ABBV | Abbvie INC | 股票-醫療保健 | 0.41% | — | +0.18% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | — | — | |
| 49 | GIS | General Mills INC | 股票-非循環性消費 | 0.40% | — | — | |
| 50 | WTRG | Essential Utilities INC | 股票-公用事業 | 0.39% | — | — |