CIK: 0001777817
申報總市值
US$7.1億
僅顯示前 200 大持股（共 335 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 | VNLA | Janus Henderson Short Durati | ETF-其他 | 8.45% | -0.21% | +12.96% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 7.51% | — | +6.00% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 5.94% | -0.42% | +5.43% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 5.87% | -0.72% | +0.61% | |
| 5 | SMMV | Ishares Msci USA Small-cap M | ETF-其他 | 4.56% | — | +20.45% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.34% | +0.71% | +2.44% | |
| 7 | AMGN | Amgen INC | 股票-醫療保健 | 2.78% | — | -1.75% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.34% | — | +24.46% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.27% | -0.44% | +2.07% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.05% | — | +310.65% | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.64% | — | +1.34% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.55% | -0.41% | +185.41% | |
| 13 | LMT | Lockheed Martin CORP | 股票-工業 | 1.37% | +0.12% | +4.26% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.37% | +0.03% | -3.43% | |
| 15 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股與成長 | 1.30% | +0.06% | +0.83% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.14% | — | +9.44% | |
| 17 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.12% | +0.14% | -1.48% | |
| 18 | MMM | 3m Co | 股票-工業 | 1.09% | — | -89.42% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | -0.10% | +6.72% | |
| 20 | AMAT | Applied Materials INC | 股票-科技 | 1.02% | +0.28% | +5.69% | |
| 21 | MA | Mastercard INC - A | 股票-金融 | 0.96% | — | +5.69% | |
| 22 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.93% | — | +4.45% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.91% | — | +2.75% | |
| 24 | WMT | Walmart INC | 股票-非循環性消費 | 0.90% | — | +7.14% | |
| 25 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.88% | — | +6.32% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.85% | — | — | |
| 27 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.84% | — | +4.26% | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.82% | — | +5.30% | |
| 29 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.79% | — | +14.04% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.78% | — | -2.17% | |
| 31 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.76% | — | +7.10% | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.75% | — | +8.52% | |
| 33 | ADI | Analog Devices INC | 股票-科技 | 0.70% | +0.10% | +9.40% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.70% | — | +3348.70% | |
| 35 | HON | Honeywell International INC | 股票-工業 | 0.69% | +0.11% | -11.86% | |
| 36 | UPS | United Parcel Service-cl B | 股票-工業 | 0.69% | — | -3.63% | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.68% | — | -0.62% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | +0.09% | -0.22% | |
| 39 | BIIB | Biogen INC | 股票-醫療保健 | 0.68% | — | +12.67% | |
| 40 | D | Dominion Energy INC | 股票-公用事業 | 0.67% | — | -2.00% | |
| 41 | T | At&t INC | 股票-通訊服務 | 0.65% | — | +23.36% | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.65% | — | +1.67% | |
| 43 | PEP | Pepsico INC | 股票-非循環性消費 | 0.63% | — | -0.14% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | +0.22% | +1.47% | |
| 45 | GIS | General Mills INC | 股票-非循環性消費 | 0.60% | — | -1.05% | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.60% | — | +1.18% | |
| 47 | BA | Boeing Co/the | 股票-工業 | 0.60% | — | +13.81% | |
| 48 | PFE | Pfizer INC | 股票-醫療保健 | 0.59% | +0.06% | +1.41% | |
| 49 | SYK | Stryker CORP | 股票-醫療保健 | 0.59% | — | +12.80% | |
| 50 | SYY | Sysco CORP | 股票-非循環性消費 | 0.55% | — | +0.88% |