CIK: 0001720969
申報總市值
US$8.5億
僅顯示前 200 大持股(共 210 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 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 33.65% | — | — | |
| 2 | WTRG | Essential Utilities, Inc. | 股票-公用事業 | 7.78% | — | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 7.27% | +0.14% | — | |
| 4 | FULT | Fulton Financial CORP | 股票-金融 | 6.27% | — | — | |
| 5 | EFX | Equifax INC | 股票-工業 | 2.53% | — | — | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.32% | +0.09% | NEW | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.27% | +1.98% | — | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 2.27% | — | — | |
| 9 | RGA | Reinsurance Group Of America | 股票-金融 | 2.26% | — | — | |
| 10 | CNO | Cno Financial Group INC | 股票-金融 | 1.69% | — | — | |
| 11 | VFC | Vf CORP | 股票-循環性消費 | 1.53% | — | — | |
| 12 | GIL | Gildan Activewear INC | 股票-循環性消費 | 1.23% | — | — | |
| 13 | ✓ | Powershares | 股票-其他 | 1.22% | — | — | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.21% | — | — | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.20% | +0.13% | — | |
| 16 | WRLD | World Acceptance CORP | 股票-其他 | 1.10% | — | — | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.04% | +0.17% | — | |
| 18 | ✓ | 股票-其他 | 1.00% | — | — | ||
| 19 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-其他 | 0.85% | — | — | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.80% | -0.05% | — | |
| 21 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.74% | — | — | |
| 22 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 0.68% | — | — | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.61% | -0.02% | — | |
| 24 | CERS | Cerus CORP | 股票-其他 | 0.60% | — | — | |
| 25 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.57% | — | — | |
| 26 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.56% | — | — | |
| 27 | BA | Boeing Co/the | 股票-工業 | 0.54% | — | — | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.49% | -0.02% | — | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.46% | — | — | |
| 30 | GWW | Ww Grainger INC | 股票-工業 | 0.40% | — | — | |
| 31 | ABMDEUR | Abiomed INC | 股票-其他 | 0.40% | — | — | |
| 32 | UPS | United Parcel Service, Inc. | 股票-工業 | 0.39% | — | — | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.36% | — | — | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.36% | — | — | |
| 35 | PPL | Ppl CORP | 股票-公用事業 | 0.33% | — | — | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.32% | — | — | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.32% | — | — | |
| 38 | COP | Conocophillips | 股票-能源 | 0.32% | — | — | |
| 39 | UPS | United Parcel Service-cl B | 股票-工業 | 0.32% | — | — | |
| 40 | NLYEUR | Annaly Capital Management In | 股票-其他 | 0.28% | — | — | |
| 41 | PSX | Phillips 66 | 股票-能源 | 0.27% | — | — | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.26% | -0.06% | — | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.26% | — | — | |
| 44 | HES | Hess CORP | 股票-其他 | 0.26% | — | — | |
| 45 | SLB | Slb LTD | 股票-能源 | 0.26% | — | — | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.26% | — | — | |
| 47 | T | At&t INC | 股票-通訊服務 | 0.25% | — | — | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.25% | +0.27% | — | |
| 49 | WMT | Walmart INC | 股票-非循環性消費 | 0.24% | — | — | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.23% | — | — |