CIK: 0001801720
申報總市值
US$5.6億
僅顯示前 200 大持股（共 1153 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 | 7.52% | — | +2.34% | |
| 2 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 4.27% | +0.04% | +9.42% | |
| 3 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 3.93% | +0.06% | +1.03% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.69% | -0.56% | +5.31% | |
| 5 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-其他 | 3.56% | — | +77.31% | |
| 6 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.46% | — | +0.75% | |
| 7 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 2.20% | — | -2.26% | |
| 8 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 2.07% | +0.03% | -2.43% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.07% | — | -1.77% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.95% | +0.23% | -8.91% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.86% | +0.38% | +2.25% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.80% | — | +1941.68% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.36% | +0.12% | +5.48% | |
| 14 | PFE | Pfizer INC | 股票-醫療保健 | 1.17% | — | +1.82% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.13% | — | -0.45% | |
| 16 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.13% | +0.06% | -4.49% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | -0.11% | +9.58% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.09% | — | -4.49% | |
| 19 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.05% | — | +11.35% | |
| 20 | STBA | S & T Bancorp INC | 股票-其他 | 0.96% | — | — | |
| 21 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.92% | — | -7.42% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.91% | — | +80.57% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.91% | -0.11% | — | |
| 24 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.81% | — | +2.11% | |
| 25 | DWM | Wisdomtree International Equ | ETF-其他 | 0.77% | +0.03% | -0.96% | |
| 26 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.77% | — | +15.83% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 0.77% | — | +1.24% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.76% | — | -1.75% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.75% | — | -4.66% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.65% | — | +81.37% | |
| 31 | WTRG | Essential Utilities INC | 股票-公用事業 | 0.59% | — | +23.93% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.57% | -0.08% | +6.09% | |
| 33 | INCY | Incyte CORP | 股票-醫療保健 | 0.55% | — | — | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.55% | -0.06% | +207.62% | |
| 35 | ABBV | Abbvie INC | 股票-醫療保健 | 0.54% | — | +1.19% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.52% | -0.08% | — | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.50% | -0.15% | — | |
| 38 | PEP | Pepsico INC | 股票-非循環性消費 | 0.48% | — | +0.90% | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.47% | — | -1.51% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.45% | — | — | |
| 41 | GIS | General Mills INC | 股票-非循環性消費 | 0.45% | — | -8.26% | |
| 42 | FISV | Fiserv INC | 股票-其他 | 0.45% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | +6.16% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.43% | — | — | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.39% | — | +7.07% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.39% | — | -0.39% | |
| 47 | CP | Canadian Pacific Kansa F | 股票-工業 | 0.38% | — | — | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.36% | — | — | |
| 49 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.36% | — | -5.27% | |
| 50 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.35% | -0.11% | EXIT |