CIK: 0001689144
申報總市值
US$2.6億
僅顯示前 200 大持股（共 284 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 | WTBA | West Bancorporation | 股票-其他 | 10.84% | — | -0.66% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.01% | -0.44% | -28.81% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 1.72% | -0.54% | -19.50% | |
| 4 | AAPL | Apple INC | 股票-科技 | 1.68% | — | -15.34% | |
| 5 | AMD | Advanced Micro Devices | 股票-科技 | 1.36% | +0.08% | -34.20% | |
| 6 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.30% | — | -4.14% | |
| 7 | TGT | Target CORP | 股票-循環性消費 | 1.29% | — | -17.68% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.28% | -0.21% | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.28% | — | -2.72% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.27% | +0.10% | +3.29% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.26% | — | -10.37% | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.22% | — | -29.49% | |
| 13 | LHX | L3harris Technologies INC | 股票-工業 | 1.22% | — | -26.89% | |
| 14 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.19% | — | -5.80% | |
| 15 | USDU | Wisdomtree Bbg Usd Bullish | ETF-其他 | 1.16% | — | — | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 1.16% | — | +3.92% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.14% | — | -11.20% | |
| 18 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.13% | — | -2.01% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 1.10% | -0.39% | +2726.92% | |
| 20 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.09% | — | -0.72% | |
| 21 | HON | Honeywell International INC | 股票-工業 | 1.09% | — | -5.07% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.08% | — | +1.10% | |
| 23 | CSCO | Cisco Systems INC | 股票-科技 | 1.06% | — | -0.09% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.03% | — | +2.95% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.01% | — | -25.18% | |
| 26 | PYPL | Paypal Holdings INC | 股票-金融 | 0.99% | — | -28.63% | |
| 27 | NSIT | Insight Enterprises INC | 股票-科技 | 0.97% | — | +30.60% | |
| 28 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.95% | — | +2.68% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.93% | — | -44.58% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.92% | — | -29.69% | |
| 31 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.90% | — | +2.04% | |
| 32 | DG | Dollar General CORP | 股票-非循環性消費 | 0.89% | — | -6.12% | |
| 33 | ILMN | Illumina INC | 股票-醫療保健 | 0.88% | — | +1.91% | |
| 34 | RPM | Rpm International INC | 股票-原物料 | 0.84% | — | +0.65% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.84% | — | -29.00% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.84% | — | -6.30% | |
| 37 | DHR | Danaher CORP | 股票-醫療保健 | 0.83% | — | -1.55% | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.82% | — | -30.70% | |
| 39 | QRVO | Qorvo INC | 股票-科技 | 0.79% | — | -8.55% | |
| 40 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.79% | — | -0.45% | |
| 41 | WMT | Walmart INC | 股票-非循環性消費 | 0.78% | +0.16% | +3.95% | |
| 42 | CRM | Salesforce INC | 股票-科技 | 0.78% | — | -17.85% | |
| 43 | ABBV | Abbvie INC | 股票-醫療保健 | 0.77% | — | +9.58% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.76% | — | -26.82% | |
| 45 | ITW | Illinois Tool Works | 股票-工業 | 0.75% | — | -5.61% | |
| 46 | TMUS | T-mobile US INC | 股票-通訊服務 | 0.75% | — | -0.56% | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.75% | — | +22.58% | |
| 48 | WDAY | Workday Inc-class A | 股票-科技 | 0.75% | — | -10.00% | |
| 49 | UTXZ | United Tech CORP | 股票-其他 | 0.74% | — | -13.49% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | — | -24.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | +1.1% | +2726.92% | 加碼 |
| 2 | EW | Edwards Lifesciences CORP | +0.2% | -4.14% | 減碼 |
| 3 | V | Visa Inc-class A Shares | +0.2% | -10.37% | 減碼 |
| 4 | AAPL | Apple INC | +0.2% | -15.34% | 減碼 |
| 5 | MSFT | Microsoft CORP | +0.2% | -28.81% | 減碼 |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.1% | -2.72% | 減碼 |
| 7 | HON | Honeywell International INC | +0.1% | -5.07% | 減碼 |
| 8 | LOW | Lowe's Cos INC | +0.1% | +2.04% | 加碼 |
| 9 | LHX | L3harris Technologies INC | 0% | -26.89% | 減碼 |
| 10 | VXUS | Vanguard Total Intl Stock | 0% | -12.20% | 減碼 |
| 11 | SCHM | Schwab US Mid Cap ETF | — | -6.30% | 減碼 |
| 12 | AMD | Advanced Micro Devices | 0% | -34.20% | 減碼 |
| 13 | QRVO | Qorvo INC | 0% | -8.55% | 減碼 |
| 14 | PYPL | Paypal Holdings INC | 0% | -28.63% | 減碼 |
| 15 | SCHF | Schwab Intl Equity ETF | -0.1% | -27.12% | 減碼 |
| 16 | BAC | Bank Of America CORP | -0.1% | -8.60% | 減碼 |
| 17 | MU | Micron Technology INC | -0.1% | -29.87% | 減碼 |
| 18 | KSUEUR | Kansas City Southern | -0.1% | -41.16% | 減碼 |
| 19 | TGT | Target CORP | -0.1% | -17.68% | 減碼 |
| 20 | EEM | Ishares Msci Emerging Market | -0.1% | -26.82% | 減碼 |
| 21 | UTXZ | United Tech CORP | -0.2% | -13.49% | 減碼 |
| 22 | CME | Cme Group INC | -0.2% | -40.26% | 減碼 |
| 23 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -25.18% | 減碼 |
| 24 | COP | Conocophillips | -0.2% | -7.66% | 減碼 |
| 25 | PSX | Phillips 66 | -0.2% | -0.85% | 減碼 |
| 26 | IWN | Ishares Russell 2000 Value E | -0.2% | -11.20% | 減碼 |
| 27 | PANW | Palo Alto Networks INC | -0.2% | -32.57% | 減碼 |
| 28 | PFG | Principal Financial Group | -0.2% | -42.88% | 減碼 |
| 29 | C | Citigroup INC | -0.2% | -10.62% | 減碼 |
| 30 | WSM | Williams-sonoma INC | -0.2% | -17.02% | 減碼 |
| 31 | IWR | Ishares Russell Mid-cap ETF | -0.3% | -30.70% | 減碼 |
| 32 | JPM | Jpmorgan Chase & Co | -0.3% | -24.05% | 減碼 |
| 33 | DE | Deere & Co | -0.3% | -42.43% | 減碼 |
| 34 | WFC | Wells Fargo & Co | -0.3% | -57.13% | 減碼 |
| 35 | UNP | Union Pacific CORP | -0.3% | -43.89% | 減碼 |
| 36 | PNC | Pnc Financial Services Group | -0.3% | -37.40% | 減碼 |
| 37 | DIS | Walt Disney Co/the | -0.3% | -29.00% | 減碼 |
| 38 | IWO | Ishares Russell 2000 Growth | -0.3% | -29.49% | 減碼 |
| 39 | IWM | Ishares Russell 2000 ETF | -0.3% | -29.69% | 減碼 |
| 40 | LULU | Lululemon Athletica INC | -0.4% | -50.81% | 減碼 |
| 41 | UPS | United Parcel Service-cl B | -0.4% | -65.72% | 減碼 |
| 42 | XOM | Exxon Mobil CORP | -0.4% | -75.99% | 減碼 |
| 43 | SKAA | Skechers USA Inc-cl A | -0.4% | -49.31% | 減碼 |
| 44 | WTBA | West Bancorporation | -0.4% | -0.66% | 減碼 |
| 45 | DAR | Darling Ingredients INC | -0.5% | -49.81% | 減碼 |
| 46 | IWP | Ishares Russell Mid-cap Grow | -0.5% | -60.47% | 減碼 |
| 47 | EFA | Ishares Msci Eafe ETF | -0.5% | -44.58% | 減碼 |
| 48 | CVX | Chevron CORP | -0.5% | -67.91% | 減碼 |
| 49 | ORCL | Oracle CORP | -0.7% | -97.25% | 減碼 |
| 50 | SCHW | Schwab (charles) CORP | — | EXIT | 清倉 |