CIK: 0001729428
申報總市值
US$4.0億
僅顯示前 200 大持股（共 220 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 | MSFT | Microsoft CORP | 股票-科技 | 3.73% | -0.90% | +0.36% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.28% | — | +1.19% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.20% | — | -1.52% | |
| 4 | CAT | Caterpillar INC | 股票-工業 | 2.05% | +0.40% | -2.19% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.03% | — | +3.95% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.84% | — | +5.02% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.73% | -1.73% | EXIT | |
| 8 | EME | Emcor Group INC | 股票-工業 | 1.71% | +0.30% | -3.69% | |
| 9 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.58% | -1.58% | EXIT | |
| 10 | WMT | Walmart INC | 股票-非循環性消費 | 1.47% | — | -0.34% | |
| 11 | FIX | Comfort Systems USA INC | 股票-工業 | 1.46% | +0.62% | -3.44% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.44% | — | +92.21% | |
| 13 | FXO | First Trust Financial Alphad | ETF-其他 | 1.39% | -1.39% | EXIT | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.37% | — | -6.46% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.34% | — | +4.16% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.32% | — | -1.23% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.28% | — | -1.06% | |
| 18 | RL | Ralph Lauren CORP | 股票-循環性消費 | 1.27% | — | -2.41% | |
| 19 | FXR | First Trust Indst/producers | ETF-其他 | 1.27% | — | +5.21% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.23% | -1.23% | EXIT | |
| 21 | APH | Amphenol Corp-cl A | 股票-科技 | 1.23% | — | -2.02% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.22% | -1.22% | EXIT | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.21% | — | -1.01% | |
| 24 | MBB | Ishares Mbs ETF | ETF-其他 | 1.19% | — | — | |
| 25 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.18% | -1.18% | EXIT | |
| 26 | MCK | Mckesson CORP | 股票-醫療保健 | 1.15% | — | -0.56% | |
| 27 | EWP | Ishares Msci Spain ETF | ETF-其他 | 1.12% | — | +3.78% | |
| 28 | EWO | Ishares Msci Austria ETF | ETF-其他 | 1.09% | — | +4.41% | |
| 29 | UI | Ubiquiti INC | 股票-科技 | 1.09% | +0.38% | -2.63% | |
| 30 | AU | AngloGold Ashanti plc | 股票-原物料 | 1.07% | — | +1.27% | |
| 31 | CASY | Casey's General Stores INC | 股票-循環性消費 | 1.07% | +0.33% | -2.29% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.02% | — | -1.85% | |
| 33 | EWI | Ishares Msci Italy ETF | ETF-其他 | 1.01% | — | +4.70% | |
| 34 | MTG | Mgic Investment CORP | 股票-金融 | 1.01% | — | -2.17% | |
| 35 | CAH | Cardinal Health INC | 股票-醫療保健 | 1.01% | — | -0.34% | |
| 36 | EIS | Ishares Msci Israel ETF | ETF-其他 | 1.00% | — | +5.04% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | — | -1.53% | |
| 38 | TPR | Tapestry INC | 股票-循環性消費 | 0.92% | — | -0.91% | |
| 39 | EXEL | Exelixis INC | 股票-醫療保健 | 0.91% | — | -1.61% | |
| 40 | EBAY | Ebay INC | 股票-循環性消費 | 0.89% | -0.89% | EXIT | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.89% | — | +1.71% | |
| 42 | EWH | Ishares Msci Hong Kong ETF | ETF-其他 | 0.87% | -0.87% | EXIT | |
| 43 | PEGA | Pegasystems INC | 股票-科技 | 0.84% | -0.84% | EXIT | |
| 44 | AWI | Armstrong World Industries | 股票-工業 | 0.83% | -0.83% | EXIT | |
| 45 | HIG | Hartford Insurance Group INC | 股票-金融 | 0.82% | — | -1.10% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.81% | +0.24% | +25.10% | |
| 47 | PGR | Progressive CORP | 股票-金融 | 0.80% | — | +0.69% | |
| 48 | SYF | Synchrony Financial | 股票-金融 | 0.80% | -0.80% | EXIT | |
| 49 | BLD | Topbuild CORP | 股票-工業 | 0.78% | -0.78% | EXIT | |
| 50 | JBL | Jabil INC | 股票-科技 | 0.78% | — | -0.44% |