CIK: 0001075699
申報總市值
US$3.0億
僅顯示前 200 大持股（共 321 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 14.01% | +4.08% | -2.32% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 4.16% | -0.38% | -2.14% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.69% | -0.55% | -3.76% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-其他 | 3.17% | +0.06% | +1.17% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.98% | -0.30% | +0.93% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 2.39% | -0.09% | -3.91% | |
| 7 | IWC | Ishares Micro-cap ETF | ETF-其他 | 2.30% | -0.11% | -2.42% | |
| 8 | LZB | La-z-boy INC | 股票-其他 | 2.24% | -0.05% | -11.48% | |
| 9 | MBTF | Mbt Financial CORP | 股票-其他 | 2.17% | — | +2.52% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.15% | -0.12% | -1.45% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 2.04% | — | -7.20% | |
| 12 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.97% | — | -2.36% | |
| 13 | BWX | State Street Spdr Bloomberg | ETF-其他 | 1.86% | +0.01% | +1.11% | |
| 14 | GSY | Invesco Ultra Short Duration ETF | ETF-其他 | 1.80% | — | +15.82% | |
| 15 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 1.70% | -2.04% | EXIT | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.65% | +0.11% | +0.91% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.56% | — | -0.72% | |
| 18 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.29% | -0.01% | -1.79% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.28% | -0.13% | +11.84% | |
| 20 | EIPI | FT Energy Income Partners Enhanced Income ETF | ETF-其他 | 1.28% | +0.09% | -2.48% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.25% | -0.12% | -3.00% | |
| 22 | VIMAX | Vanguard Mid Cap Index-adm | 股票-其他 | 1.13% | — | — | |
| 23 | AAPL | Apple INC | 股票-科技 | 1.09% | — | +4.96% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.07% | -0.26% | -0.21% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.05% | +0.07% | -2.00% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | -0.05% | +8.61% | |
| 27 | IDV | Ishares International Select | ETF-其他 | 0.84% | — | +27.42% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.80% | — | -0.10% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.80% | — | +103.86% | |
| 30 | SNA | Snap-on INC | 股票-工業 | 0.78% | — | +1.06% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.77% | — | +0.31% | |
| 32 | XLF | Ss Financial Select Sector | ETF-其他 | 0.76% | — | -4.10% | |
| 33 | PEP | Pepsico INC | 股票-非循環性消費 | 0.75% | — | -0.51% | |
| 34 | PM | Philip Morris International | 股票-非循環性消費 | 0.75% | -0.02% | +0.40% | |
| 35 | XLE | Ss Energy Select Sector | ETF-其他 | 0.73% | -0.05% | -4.42% | |
| 36 | HP | Helmerich & Payne | 股票-能源 | 0.69% | -0.06% | -1.49% | |
| 37 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.68% | -0.05% | +0.49% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.67% | — | +0.02% | |
| 39 | T | At&t INC | 股票-通訊服務 | 0.65% | — | +0.87% | |
| 40 | ✓ | 股票-其他 | 0.64% | — | +2.96% | ||
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.63% | -0.01% | -11.14% | |
| 42 | PFE | Pfizer INC | 股票-醫療保健 | 0.60% | -0.03% | +0.75% | |
| 43 | PII | Polaris INC | 股票-循環性消費 | 0.59% | — | +4.57% | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.59% | +0.07% | -0.66% | |
| 45 | MO | Altria Group INC | 股票-非循環性消費 | 0.58% | -0.06% | -1.70% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.57% | — | +10.48% | |
| 47 | UTXZ | United Tech CORP | 股票-其他 | 0.54% | — | +9.77% | |
| 48 | DHR | Danaher CORP | 股票-醫療保健 | 0.52% | — | +6.02% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.49% | — | +4.53% | |
| 50 | MMM | 3m Co | 股票-工業 | 0.48% | — | +8.86% |