CIK: 0001777817
申報總市值
US$7.1億
僅顯示前 200 大持股（共 359 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 | 7.21% | — | +1.97% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 7.03% | -0.42% | -0.82% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 6.38% | -0.72% | +6.99% | |
| 4 | GTO | Invesco Total Return Bond Et | ETF-其他 | 4.55% | — | +3.86% | |
| 5 | SMMV | Ishares Msci USA Small-cap M | ETF-其他 | 4.49% | — | -1.25% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.36% | +0.71% | +7.76% | |
| 7 | VNLA | Janus Henderson Short Durati | ETF-其他 | 3.37% | -0.21% | -2.43% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.92% | — | +1.72% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.82% | -0.44% | -15.25% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.75% | +0.03% | +3.97% | |
| 11 | AMAT | Applied Materials INC | 股票-科技 | 1.73% | +0.28% | -12.85% | |
| 12 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股與成長 | 1.69% | +0.06% | +2.97% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.49% | — | -1.41% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.48% | — | -20.20% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.48% | -0.41% | -10.82% | |
| 16 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.33% | +0.14% | +3.43% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工業 | 1.28% | +0.12% | +1.09% | |
| 18 | JSMD | Janus Small Mid Cap Gr Alp | ETF-其他 | 1.25% | — | +29.87% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.25% | — | -5.04% | |
| 20 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.14% | — | +0.76% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.03% | -0.10% | -8.46% | |
| 22 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.94% | — | -3.80% | |
| 23 | ADI | Analog Devices INC | 股票-科技 | 0.92% | +0.10% | -0.58% | |
| 24 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.91% | — | -1.15% | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.90% | — | -5.95% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | +0.22% | -2.25% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.86% | -0.20% | -2.73% | |
| 28 | MA | Mastercard INC - A | 股票-金融 | 0.86% | — | -0.63% | |
| 29 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.85% | — | -1.14% | |
| 30 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.85% | — | -4.81% | |
| 31 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.84% | — | -8.39% | |
| 32 | HON | Honeywell International INC | 股票-工業 | 0.82% | +0.11% | -0.21% | |
| 33 | BA | Boeing Co/the | 股票-工業 | 0.82% | — | -5.22% | |
| 34 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.77% | — | -2.20% | |
| 35 | WMT | Walmart INC | 股票-非循環性消費 | 0.76% | — | -2.64% | |
| 36 | SYK | Stryker CORP | 股票-醫療保健 | 0.76% | — | +8.07% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.75% | — | -23.50% | |
| 38 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.75% | +0.09% | +17.18% | |
| 39 | ABBV | Abbvie INC | 股票-醫療保健 | 0.74% | — | -0.50% | |
| 40 | GD | General Dynamics CORP | 股票-工業 | 0.74% | — | +1.74% | |
| 41 | BIIB | Biogen INC | 股票-醫療保健 | 0.73% | — | -5.77% | |
| 42 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.71% | +0.10% | +335.69% | |
| 43 | CMA | Comerica INC | 股票-其他 | 0.68% | — | +451.77% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.65% | — | +1.50% | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.64% | — | +1.59% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | +0.09% | -0.22% | |
| 47 | MMM | 3m Co | 股票-工業 | 0.62% | — | +2.74% | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.61% | — | +1.93% | |
| 49 | SYY | Sysco CORP | 股票-非循環性消費 | 0.61% | — | +1.81% | |
| 50 | PFE | Pfizer INC | 股票-醫療保健 | 0.60% | +0.06% | +1.39% |