CIK: 0001791965
申報總市值
US$73.3億
僅顯示前 200 大持股（共 310 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 | AIT | Applied Industrial Tech INC | 股票-工業 | 2.72% | — | — | |
| 2 | HD | Home Depot INC | 股票-循環性消費 | 2.54% | — | +905.49% | |
| 3 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 2.23% | — | +7.88% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.81% | — | +203.26% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.81% | -0.34% | +171.11% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.74% | — | +15.03% | |
| 7 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.47% | +0.08% | +20.13% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.38% | — | -23.60% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.37% | — | +116.45% | |
| 10 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.22% | — | +21.69% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.17% | — | +33.10% | |
| 12 | VFH | Vanguard Financials ETF | ETF-其他 | 1.17% | — | +23.24% | |
| 13 | XLB | Ss Materials Select Sector | ETF-其他 | 1.16% | -0.44% | +27.67% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.14% | — | +2.55% | |
| 15 | IQDF | Flexshares-int Qual Dvd Inde | ETF-其他 | 1.13% | — | +14.53% | |
| 16 | NEE | Nextera Energy INC | 股票-公用事業 | 1.09% | — | +773.65% | |
| 17 | BLKCHF | Blackrock INC | 股票-其他 | 1.01% | — | +870.95% | |
| 18 | ABBV | Abbvie INC | 股票-醫療保健 | 1.00% | — | +564.79% | |
| 19 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 0.98% | — | +28.84% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.96% | — | -22.76% | |
| 21 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.95% | — | +12.03% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.95% | +0.19% | +18.62% | |
| 23 | ✓ | Powershares Global ETF Trust | ETF-其他 | 0.93% | — | +11.38% | |
| 24 | TXN | Texas Instruments INC | 股票-科技 | 0.91% | -0.57% | +399.47% | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 0.91% | — | +349.33% | |
| 26 | ✓ | Powershares | 股票-其他 | 0.89% | — | +31.42% | |
| 27 | BBTUSD | Bb&t CORP | 股票-其他 | 0.85% | — | — | |
| 28 | MCHP | Microchip Technology INC | 股票-科技 | 0.83% | — | — | |
| 29 | PAYX | Paychex INC | 股票-科技 | 0.83% | — | +753.20% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.82% | +0.14% | +216.50% | |
| 31 | PEP | Pepsico INC | 股票-非循環性消費 | 0.81% | — | +248.03% | |
| 32 | T | At&t INC | 股票-通訊服務 | 0.81% | — | +31.70% | |
| 33 | LMT | Lockheed Martin CORP | 股票-工業 | 0.78% | — | +1115.65% | |
| 34 | ADI | Analog Devices INC | 股票-科技 | 0.77% | — | +481.15% | |
| 35 | FYC | First Trust Small Cap Growth | ETF-中小型股 | 0.73% | — | -9.92% | |
| 36 | ES | Eversource Energy | 股票-公用事業 | 0.73% | — | +1210.09% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.73% | +0.10% | +26.88% | |
| 38 | WEC | Wec Energy Group INC | 股票-公用事業 | 0.72% | — | +672.71% | |
| 39 | FXL | First Trust Technology Alpha | ETF-科技型 | 0.71% | — | +50.33% | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.71% | — | +404.98% | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.68% | — | +6.52% | |
| 42 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.68% | — | +256.27% | |
| 43 | MMM | 3m Co | 股票-工業 | 0.65% | — | +314.56% | |
| 44 | MDT | Medtronic plc | 股票-醫療保健 | 0.63% | — | +427.44% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.62% | — | +4.60% | |
| 46 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.62% | — | +256.23% | |
| 47 | CCI | Crown Castle INC | 股票-房地產 | 0.62% | — | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.60% | — | +10.53% | |
| 49 | RPM | Rpm International INC | 股票-原物料 | 0.59% | — | — | |
| 50 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 0.58% | — | +28.30% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HD | Home Depot INC | +2.2% | +905.49% | 加碼 |
| 2 | MSFT | Microsoft CORP | +0.9% | +171.11% | 加碼 |
| 3 | NEE | Nextera Energy INC | +0.9% | +773.65% | 加碼 |
| 4 | BLKCHF | Blackrock INC | +0.9% | +870.95% | 加碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.8% | +203.26% | 加碼 |
| 6 | ABBV | Abbvie INC | +0.8% | +564.79% | 加碼 |
| 7 | LMT | Lockheed Martin CORP | +0.7% | +1115.65% | 加碼 |
| 8 | PAYX | Paychex INC | +0.7% | +753.20% | 加碼 |
| 9 | TXN | Texas Instruments INC | +0.7% | +399.47% | 加碼 |
| 10 | CSCO | Cisco Systems INC | +0.7% | +349.33% | 加碼 |
| 11 | ES | Eversource Energy | +0.6% | +1210.09% | 加碼 |
| 12 | ADI | Analog Devices INC | +0.6% | +481.15% | 加碼 |
| 13 | WEC | Wec Energy Group INC | +0.6% | +672.71% | 加碼 |
| 14 | ABT | Abbott Laboratories | +0.5% | +404.98% | 加碼 |
| 15 | MRK | Merck & Co. INC. | +0.5% | +256.27% | 加碼 |
| 16 | CVX | Chevron CORP | +0.5% | +216.50% | 加碼 |
| 17 | MDT | Medtronic plc | +0.5% | +427.44% | 加碼 |
| 18 | PM | Philip Morris International | +0.5% | +869.85% | 加碼 |
| 19 | PFE | Pfizer INC | +0.5% | +674.38% | 加碼 |
| 20 | PEP | Pepsico INC | +0.4% | +248.03% | 加碼 |
| 21 | PSX | Phillips 66 | +0.4% | +636.79% | 加碼 |
| 22 | APD | Air Products & Chemicals INC | +0.4% | +809.34% | 加碼 |
| 23 | SBUX | Starbucks CORP | +0.4% | +256.23% | 加碼 |
| 24 | HON | Honeywell International INC | +0.4% | +374.35% | 加碼 |
| 25 | MMM | 3m Co | +0.4% | +314.56% | 加碼 |
| 26 | INTC | Intel CORP | +0.4% | +297.41% | 加碼 |
| 27 | JNJ | Johnson & Johnson | +0.4% | +116.45% | 加碼 |
| 28 | PNC | Pnc Financial Services Group | +0.3% | +548.62% | 加碼 |
| 29 | KO | Coca-cola Co/the | +0.2% | +455.44% | 加碼 |
| 30 | VGK | Vanguard Ftse Europe ETF | +0.2% | +247.46% | 加碼 |
| 31 | USB | US Bancorp | +0.1% | +161.08% | 加碼 |
| 32 | FXL | First Trust Technology Alpha | +0.1% | +50.33% | 加碼 |
| 33 | AMZN | Amazon.com INC | -0.1% | +2.55% | 加碼 |
| 34 | ✓ | Powershares | -0.1% | +31.42% | 加碼 |
| 35 | HYS | Pimco 0-5 Year H/y CORP Bond | -0.1% | +28.84% | 加碼 |
| 36 | XLV | Ss Health Care Select Sector | -0.1% | +33.10% | 加碼 |
| 37 | VCR | Vanguard Consumer Discre ETF | -0.2% | +21.69% | 加碼 |
| 38 | VFH | Vanguard Financials ETF | -0.2% | +23.24% | 加碼 |
| 39 | XLB | Ss Materials Select Sector | -0.2% | +27.67% | 加碼 |
| 40 | XLK | Ss Technology Select Sector | -0.3% | +20.13% | 加碼 |
| 41 | SCHG | Schwab US Large-cap Growth | -0.4% | +15.03% | 加碼 |
| 42 | CWB | Ss Spdr Bb Conv Sec ETF | -0.6% | -74.34% | 減碼 |
| 43 | AIT | Applied Industrial Tech INC | — | NEW | 新建倉 |
| 44 | BBTUSD | Bb&t CORP | — | NEW | 新建倉 |
| 45 | MCHP | Microchip Technology INC | — | NEW | 新建倉 |
| 46 | ✓ | Snyders-lance INC Com | — | EXIT | 清倉 |
| 47 | CCI | Crown Castle INC | — | NEW | 新建倉 |
| 48 | RPM | Rpm International INC | — | NEW | 新建倉 |
| 49 | TBF | Proshares Short 20+ Treasury | — | NEW | 新建倉 |
| 50 | BOTZ | Global X Robotics & Artifici | — | NEW | 新建倉 |