CIK: 0001729428
申報總市值
US$4.0億
僅顯示前 200 大持股（共 353 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 8.81% | — | +11.97% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.01% | — | +14.18% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.55% | — | +9.19% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.47% | — | +10.23% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.44% | — | +10.42% | |
| 6 | PIE | Invesco Dorsey Wright Emergi | ETF-其他 | 1.68% | — | +13.13% | |
| 7 | JKHY | Jack Henry & Associates INC | 股票-科技 | 1.67% | — | +7.49% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.58% | — | +14.91% | |
| 9 | PFE | Pfizer INC | 股票-醫療保健 | 1.58% | — | +8.34% | |
| 10 | BA | Boeing Co/the | 股票-工業 | 1.56% | — | +9.00% | |
| 11 | BXUSD | Blackstone Group Lp/the | 股票-其他 | 1.55% | — | +8.93% | |
| 12 | CAT | Caterpillar INC | 股票-工業 | 1.51% | +0.40% | +7.76% | |
| 13 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.50% | — | +10.67% | |
| 14 | FISV | Fiserv INC | 股票-其他 | 1.49% | — | +9.07% | |
| 15 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.48% | — | +9.00% | |
| 16 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.47% | — | +9.32% | |
| 17 | INTC | Intel CORP | 股票-科技 | 1.46% | — | +8.11% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.46% | — | +9.07% | |
| 19 | WM | Waste Management INC | 股票-工業 | 1.44% | — | +8.58% | |
| 20 | SCI | Service CORP International | 股票-循環性消費 | 1.40% | — | +10.49% | |
| 21 | PAYX | Paychex INC | 股票-科技 | 1.40% | — | +8.83% | |
| 22 | SNPS | Synopsys INC | 股票-科技 | 1.40% | — | +9.43% | |
| 23 | PIZ | Invesco Dorsey Wright Develo | ETF-其他 | 1.37% | — | +10.03% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工業 | 1.37% | — | +10.68% | |
| 25 | XYL | Xylem INC | 股票-工業 | 1.36% | — | +10.85% | |
| 26 | LNT | Alliant Energy CORP | 股票-公用事業 | 1.35% | — | +9.48% | |
| 27 | ETN | Eaton Corporation plc | 股票-工業 | 1.35% | — | +8.85% | |
| 28 | RTN1USD | Raytheon Company | 股票-其他 | 1.34% | — | +10.70% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.31% | — | +13.07% | |
| 30 | HD | Home Depot INC | 股票-循環性消費 | 1.31% | — | +11.24% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.30% | — | +12.00% | |
| 32 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.30% | — | +8.44% | |
| 33 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.30% | +1.19% | NEW | |
| 34 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.27% | — | +10.86% | |
| 35 | ECL | Ecolab INC | 股票-原物料 | 1.27% | — | +12.28% | |
| 36 | ED | Consolidated Edison INC | 股票-公用事業 | 1.24% | — | +12.53% | |
| 37 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.23% | — | +11.90% | |
| 38 | T | At&t INC | 股票-通訊服務 | 1.22% | — | +18.97% | |
| 39 | GD | General Dynamics CORP | 股票-工業 | 1.21% | — | +12.45% | |
| 40 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 1.21% | — | +12.01% | |
| 41 | MMM | 3m Co | 股票-工業 | 1.20% | — | +11.71% | |
| 42 | TMK | Torchmark CORP | 股票-其他 | 1.19% | — | +11.27% | |
| 43 | AFG | American Financial Group INC | 股票-金融 | 1.19% | — | — | |
| 44 | SO | Southern Co/the | 股票-公用事業 | 1.18% | — | +13.32% | |
| 45 | XLF | Ss Financial Select Sector | ETF-其他 | 1.18% | — | +11.47% | |
| 46 | FDX | Fedex CORP | 股票-工業 | 1.18% | +0.54% | NEW | |
| 47 | PRU | Prudential Financial INC | 股票-金融 | 1.16% | — | +10.50% | |
| 48 | MSFT | Microsoft CORP | 股票-科技 | 1.15% | -0.90% | +21190.48% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | — | +15.61% | |
| 50 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.08% | — | +14.75% |