CIK: 0001801720
申報總市值
US$5.6億
僅顯示前 200 大持股（共 1171 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 | 6.65% | — | — | |
| 2 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 4.31% | +0.04% | — | |
| 3 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-其他 | 4.12% | — | — | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.63% | +0.12% | — | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 3.00% | +0.06% | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | -0.56% | — | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.23% | +0.38% | — | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.12% | +0.23% | — | |
| 9 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.11% | — | — | |
| 10 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.91% | — | — | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.71% | — | — | |
| 12 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 1.66% | +0.03% | — | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.63% | — | — | |
| 14 | PFE | Pfizer INC | 股票-醫療保健 | 1.57% | — | — | |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.37% | — | — | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.27% | — | — | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.08% | — | — | |
| 18 | ADP | Automatic Data Processing | 股票-科技 | 1.04% | -0.10% | — | |
| 19 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.03% | +0.06% | — | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.97% | +0.18% | — | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | -0.11% | — | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.94% | — | — | |
| 23 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.90% | — | — | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.88% | — | — | |
| 25 | STBA | S & T Bancorp INC | 股票-其他 | 0.88% | — | — | |
| 26 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.79% | — | — | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.76% | -0.11% | — | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 0.76% | — | — | |
| 29 | PEP | Pepsico INC | 股票-非循環性消費 | 0.75% | — | — | |
| 30 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.70% | — | — | |
| 31 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.69% | — | — | |
| 32 | HD | Home Depot INC | 股票-循環性消費 | 0.67% | — | — | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.64% | — | — | |
| 34 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.64% | -0.08% | — | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.64% | — | — | |
| 36 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.62% | — | — | |
| 37 | DWM | Wisdomtree International Equ | ETF-其他 | 0.59% | +0.03% | — | |
| 38 | JIG | Jpmorgan International Growt | ETF-其他 | 0.54% | — | — | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.51% | -0.15% | — | |
| 40 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.50% | +0.05% | — | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.10% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | — | |
| 43 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.45% | — | — | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.45% | -0.06% | — | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.45% | -0.08% | — | |
| 46 | WTRG | Essential Utilities INC | 股票-公用事業 | 0.45% | — | — | |
| 47 | INCY | Incyte CORP | 股票-醫療保健 | 0.41% | — | — | |
| 48 | GIS | General Mills INC | 股票-非循環性消費 | 0.40% | — | — | |
| 49 | FISV | Fiserv INC | 股票-其他 | 0.39% | — | — | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.38% | — | — |