CIK: 0001720235
申報總市值
US$3.7億
| # | 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 16.91% | -0.24% | +4.17% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 13.27% | -0.05% | -2.16% | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 8.41% | — | -0.39% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 8.16% | — | -0.00% | |
| 5 | GLD | Spdr Gold Shares | ETF-避險與商品 | 3.46% | — | +38.62% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.57% | -0.28% | +24.76% | |
| 7 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 2.44% | — | -2.43% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.26% | -0.11% | -1.36% | |
| 9 | PLUG | Plug Power INC | 股票-工業 | 2.12% | — | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.10% | -0.09% | -6.10% | |
| 11 | AGZ | Ishares Agency Bond ETF | ETF-其他 | 1.95% | — | +18.86% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.49% | -0.10% | +6.18% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.34% | — | +17.98% | |
| 14 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 1.26% | — | -20.83% | |
| 15 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.26% | — | +17.43% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.18% | — | -29.94% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.03% | -0.18% | -3.73% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.82% | -0.34% | -14.86% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.68% | — | -10.04% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.67% | — | -2.40% | |
| 21 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.59% | — | +4.88% | |
| 22 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.56% | — | -7.78% | |
| 23 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.55% | — | -13.33% | |
| 24 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.55% | — | -6.66% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.53% | — | +3.40% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.49% | -0.31% | -8.28% | |
| 27 | ABBV | Abbvie INC | 股票-醫療保健 | 0.48% | — | -15.43% | |
| 28 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.47% | — | -11.59% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.47% | — | +1.72% | |
| 30 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.46% | — | -11.22% | |
| 31 | TSLA | Tesla INC | 股票-循環性消費 | 0.46% | — | -16.87% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.41% | -0.05% | +1.40% | |
| 33 | IRM | Iron Mountain INC | 股票-房地產 | 0.41% | — | -8.70% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | — | -2.63% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.37% | — | -8.81% | |
| 36 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.36% | — | -16.95% | |
| 37 | CFG | Citizens Financial Group | 股票-金融 | 0.32% | — | -7.41% | |
| 38 | MDT | Medtronic plc | 股票-醫療保健 | 0.32% | — | -0.08% | |
| 39 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 0.31% | — | -23.37% | |
| 40 | EYLD | Cambria Emerg Shrhldr Yield | ETF-其他 | 0.30% | — | — | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.30% | — | +23.79% | |
| 42 | FGD | First Trust Dj Gl Sel Dvd | ETF-其他 | 0.29% | — | -39.78% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.29% | — | -6.41% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.28% | — | +1.35% | |
| 45 | PFE | Pfizer INC | 股票-醫療保健 | 0.28% | — | +53.11% | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.25% | — | -13.27% | |
| 47 | NUE | Nucor CORP | 股票-原物料 | 0.25% | — | -1.35% | |
| 48 | PEP | Pepsico INC | 股票-非循環性消費 | 0.24% | — | -9.03% | |
| 49 | NFG | National Fuel Gas Co | 股票-能源 | 0.24% | — | +98.82% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.24% | — | +2.18% |