CIK: 0001352547
申報總市值
US$18.1億
僅顯示前 200 大持股（共 231 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.01% | +0.03% | -5.10% | |
| 2 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 4.37% | — | -0.02% | |
| 3 | ✓ | FTSE RAFI US 1500 Small Cap | 股票-其他 | 4.20% | — | +6.61% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.68% | — | +7.97% | |
| 5 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 3.18% | — | -10.70% | |
| 6 | ✓ | Powershares ETF Trust | ETF-其他 | 3.03% | — | +4.94% | |
| 7 | CSM | Proshares Large Cap Core Plu | ETF-大型股與成長 | 2.54% | — | -5.10% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.53% | — | -0.79% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.23% | -0.36% | -3.10% | |
| 10 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 2.15% | — | -8.90% | |
| 11 | ✓ | FTSE RAFI Emerg Mkts | 股票-其他 | 2.13% | — | +1.97% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.96% | +0.02% | — | |
| 13 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.90% | — | +8055.63% | |
| 14 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.72% | — | -4.21% | |
| 15 | FISV | Fiserv INC | 股票-其他 | 1.68% | — | -0.71% | |
| 16 | GVI | Ishares Intermediate Governm | ETF-其他 | 1.65% | — | -49.18% | |
| 17 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.62% | — | +212.21% | |
| 18 | IDV | Ishares International Select | ETF-其他 | 1.53% | — | +2.52% | |
| 19 | PXF | Invesco Ftse Rafi Developed | ETF-其他 | 1.47% | — | -4.13% | |
| 20 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.24% | — | -3.68% | |
| 21 | TXN | Texas Instruments INC | 股票-科技 | 1.14% | +0.06% | -7.09% | |
| 22 | LEMB | Ishares Jp Morgan Em Local C | ETF-其他 | 1.13% | — | -4.90% | |
| 23 | ASB | Associated Banc-corp | 股票-金融 | 1.00% | -0.12% | — | |
| 24 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興市場 | 0.99% | — | -37.71% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.93% | -0.02% | -4.84% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | -0.02% | +3.80% | |
| 27 | UNP | Union Pacific CORP | 股票-工業 | 0.90% | — | +1.35% | |
| 28 | ECL | Ecolab INC | 股票-原物料 | 0.86% | — | -2.99% | |
| 29 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 0.86% | — | +20.52% | |
| 30 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 0.78% | — | +46.31% | |
| 31 | GSY | Invesco Ultra Short Duration ETF | ETF-其他 | 0.77% | — | +68.61% | |
| 32 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.76% | +0.10% | +7.37% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.75% | — | -7.70% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | — | +7.12% | |
| 35 | ✓ | Guggenheim S&p 500 Pure Growth | 股票-其他 | 0.74% | — | -18.10% | |
| 36 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.72% | +0.01% | -7.38% | |
| 37 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.67% | — | -6.03% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.66% | -0.16% | +15.46% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.66% | — | -1.46% | |
| 40 | SWK | Stanley Black & Decker INC | 股票-工業 | 0.66% | — | +10.09% | |
| 41 | ✓ | Powershares Global ETF Trust | ETF-其他 | 0.65% | — | -57.95% | |
| 42 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.64% | — | -6.22% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | — | -7.24% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.62% | — | +8.80% | |
| 45 | WMT | Walmart INC | 股票-非循環性消費 | 0.60% | -0.15% | +84.48% | |
| 46 | AAPL | Apple INC | 股票-科技 | 0.60% | -0.03% | -0.98% | |
| 47 | AMP | Ameriprise Financial INC | 股票-金融 | 0.58% | — | +12.07% | |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.57% | +0.04% | — | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.56% | — | -4.57% | |
| 50 | ALL | Allstate CORP | 股票-金融 | 0.54% | — | +8.72% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPTI | Ss Spdr P Int Term Tsy ETF | +1.9% | +8055.63% | 加碼 |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | +1.1% | +212.21% | 加碼 |
| 3 | WMT | Walmart INC | +0.3% | +84.48% | 加碼 |
| 4 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +7.97% | 加碼 |
| 5 | GSY | Invesco Ultra Short Duration ETF | +0.3% | +68.61% | 加碼 |
| 6 | DHR | Danaher CORP | +0.3% | +273.23% | 加碼 |
| 7 | FEM | First Trust Emerging Markets | +0.3% | +295.83% | 加碼 |
| 8 | ✓ | FTSE RAFI US 1500 Small Cap | +0.2% | +6.61% | 加碼 |
| 9 | SMHC | VanEck China Semiconductor ETF | +0.2% | +46.31% | 加碼 |
| 10 | ✓ | Powershares ETF Trust | +0.2% | +4.94% | 加碼 |
| 11 | EDIV | State Street Spdr S&p Emergi | +0.2% | +20.52% | 加碼 |
| 12 | INTC | Intel CORP | +0.1% | +8.80% | 加碼 |
| 13 | DES | Wisdomtree US Smallcap Divid | +0.1% | +291.86% | 加碼 |
| 14 | AMP | Ameriprise Financial INC | +0.1% | +12.07% | 加碼 |
| 15 | SWK | Stanley Black & Decker INC | +0.1% | +10.09% | 加碼 |
| 16 | BIIB | Biogen INC | +0.1% | +134.64% | 加碼 |
| 17 | TMO | Thermo Fisher Scientific INC | +0.1% | +60.08% | 加碼 |
| 18 | UNP | Union Pacific CORP | +0.1% | +1.35% | 加碼 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +3.80% | 加碼 |
| 20 | CVX | Chevron CORP | +0.1% | +15.46% | 加碼 |
| 21 | VCIT | Vanguard Int-term Corporate | +0.1% | +69.37% | 加碼 |
| 22 | STZ | Constellation Brands Inc-a | +0.1% | -4.21% | 減碼 |
| 23 | ALL | Allstate CORP | +0.1% | +8.72% | 加碼 |
| 24 | JNJ | Johnson & Johnson | +0.1% | +7.12% | 加碼 |
| 25 | ✓ | FTSE RAFI Emerg Mkts | +0.1% | +1.97% | 加碼 |
| 26 | TXN | Texas Instruments INC | 0% | -7.09% | 減碼 |
| 27 | KMB | Kimberly-clark CORP | -0.1% | -0.02% | 減碼 |
| 28 | ✓ | Cbs CORP New | -0.1% | -77.99% | 減碼 |
| 29 | MUB | Ishares National Muni Bond E | -0.1% | -50.64% | 減碼 |
| 30 | ✓ | Invesco Global Listed Private Equity ETF | -0.1% | -80.35% | 減碼 |
| 31 | AMAT | Applied Materials INC | -0.1% | -25.36% | 減碼 |
| 32 | CB | Chubb Limited | -0.1% | -16.59% | 減碼 |
| 33 | EIX | Edison International | -0.1% | -35.55% | 減碼 |
| 34 | OMC | Omnicom Group | -0.2% | -74.29% | 減碼 |
| 35 | ✓ | Guggenheim S&p 500 Pure Growth | -0.2% | -18.10% | 減碼 |
| 36 | CELG | Celgene CORP | -0.2% | -0.26% | 減碼 |
| 37 | VEA | Vanguard Ftse Developed ETF | -0.3% | -5.10% | 減碼 |
| 38 | ✓ | Powershares ETF Tr Ii | -0.4% | -10.70% | 減碼 |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | -0.5% | -66.80% | 減碼 |
| 40 | SRLN | Ss Blackstone Sr Loan ETF | -0.6% | -69.60% | 減碼 |
| 41 | FLOT | Ishares Floating Rate Bond E | -0.6% | -49.92% | 減碼 |
| 42 | PCYUSD | Invesco Emerging Markets Sov | -0.7% | -37.71% | 減碼 |
| 43 | ✓ | Powershares Global ETF Trust | -1% | -57.95% | 減碼 |
| 44 | GVI | Ishares Intermediate Governm | -1.8% | -49.18% | 減碼 |
| 45 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | 新建倉 |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | 新建倉 |
| 47 | FMB | First Trust Managed Municipa | — | NEW | 新建倉 |
| 48 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | 清倉 |
| 49 | EFX | Equifax INC | — | EXIT | 清倉 |
| 50 | IGF | Ishares Global Infrastructur | — | EXIT | 清倉 |