CIK: 0001777817
申報總市值
US$7.1億
僅顯示前 200 大持股（共 390 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 6.72% | — | -2.74% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 6.71% | -0.42% | +2.98% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 5.40% | -0.72% | +2.08% | |
| 4 | SMMV | Ishares Msci USA Small-cap M | ETF-其他 | 4.45% | — | +15.36% | |
| 5 | GTO | Invesco Total Return Bond Et | ETF-其他 | 4.35% | — | +0.93% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.94% | +0.71% | +6.58% | |
| 7 | VNLA | Janus Henderson Short Durati | ETF-其他 | 3.48% | -0.21% | -1.63% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.95% | -0.44% | +4.28% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.91% | — | +8.08% | |
| 10 | AMAT | Applied Materials INC | 股票-科技 | 1.88% | +0.28% | +0.45% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.67% | — | -1.07% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.64% | +0.03% | +7.32% | |
| 13 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股與成長 | 1.61% | +0.06% | +7.20% | |
| 14 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.48% | — | +3.62% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | -0.41% | +0.83% | |
| 16 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.28% | +0.14% | +6.83% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工業 | 1.25% | +0.12% | +7.47% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.22% | — | +0.89% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.06% | — | +29.89% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.03% | -0.10% | +6.13% | |
| 21 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.01% | — | +2.80% | |
| 22 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.97% | — | +2.75% | |
| 23 | JSMD | Janus Small Mid Cap Gr Alp | ETF-其他 | 0.97% | — | +28.56% | |
| 24 | BA | Boeing Co/the | 股票-工業 | 0.93% | — | +7.99% | |
| 25 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.90% | — | +4.94% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.89% | — | +555.58% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.86% | — | +4.48% | |
| 28 | ADI | Analog Devices INC | 股票-科技 | 0.84% | +0.10% | +4.64% | |
| 29 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.84% | — | -0.13% | |
| 30 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.83% | — | +2.61% | |
| 31 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.82% | — | +43.93% | |
| 32 | HON | Honeywell International INC | 股票-工業 | 0.82% | +0.11% | +5.90% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | +0.22% | +0.28% | |
| 34 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.80% | — | +4.03% | |
| 35 | WMT | Walmart INC | 股票-非循環性消費 | 0.76% | — | +5.56% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.73% | -0.20% | +8.41% | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.73% | — | +3.47% | |
| 38 | GD | General Dynamics CORP | 股票-工業 | 0.71% | — | +9.39% | |
| 39 | T | At&t INC | 股票-通訊服務 | 0.70% | — | +8.45% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.68% | — | +3.33% | |
| 41 | SYK | Stryker CORP | 股票-醫療保健 | 0.67% | — | +7.30% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.65% | — | +3.32% | |
| 43 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.64% | +0.09% | +995.29% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | +0.09% | +4.45% | |
| 45 | BIIB | Biogen INC | 股票-醫療保健 | 0.63% | — | +4.78% | |
| 46 | TROW | T Rowe Price Group INC | 股票-金融 | 0.62% | — | +4.37% | |
| 47 | SYY | Sysco CORP | 股票-非循環性消費 | 0.61% | — | +4.51% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.60% | — | +2.81% | |
| 49 | MO | Altria Group INC | 股票-非循環性消費 | 0.60% | +0.06% | +7.48% | |
| 50 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.59% | — | +6.66% |