CIK: 0001753218
申報總市值
US$2.5億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 12.86% | -1.16% | -0.29% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 10.68% | -0.55% | +7.92% | |
| 3 | PDP | Invesco Dorsey Wright Moment | ETF-其他 | 7.27% | -0.34% | -4.98% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 7.13% | -0.26% | +13.38% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.96% | -0.33% | +3.43% | |
| 6 | GLD | Spdr Gold Shares | ETF-避險與商品 | 3.97% | — | +4.52% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.65% | -0.72% | +2.16% | |
| 8 | PIE | Invesco Dorsey Wright Emergi | ETF-其他 | 2.85% | — | +271.16% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.75% | -1.35% | -5.32% | |
| 10 | PIZ | Invesco Dorsey Wright Develo | ETF-其他 | 2.70% | — | -0.98% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.61% | +0.06% | +0.32% | |
| 12 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 2.39% | -0.28% | -2.01% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.20% | -1.29% | +2.19% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.06% | -0.09% | +11.92% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.91% | — | +4.36% | |
| 16 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.53% | — | +0.95% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.30% | — | +300.43% | |
| 18 | MTH | Meritage Homes CORP | 股票-循環性消費 | 0.99% | — | +31.00% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.91% | — | — | |
| 20 | DHR | Danaher CORP | 股票-醫療保健 | 0.90% | — | -0.73% | |
| 21 | ENTG | Entegris INC | 股票-科技 | 0.84% | — | +1.36% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | -0.18% | -0.46% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.79% | +0.08% | -0.66% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.77% | +0.79% | +30.04% | |
| 25 | TGT | Target CORP | 股票-循環性消費 | 0.70% | — | +3.71% | |
| 26 | DG | Dollar General CORP | 股票-非循環性消費 | 0.69% | — | +0.44% | |
| 27 | QRVO | Qorvo INC | 股票-科技 | 0.64% | — | +1.59% | |
| 28 | SWKS | Skyworks Solutions INC | 股票-科技 | 0.63% | — | +2.80% | |
| 29 | KLAC | Kla CORP | 股票-科技 | 0.63% | — | +3.00% | |
| 30 | MSCI | Msci INC | 股票-金融 | 0.61% | — | +4.27% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.60% | — | +3.84% | |
| 32 | WSM | Williams-sonoma INC | 股票-循環性消費 | 0.59% | — | +3.14% | |
| 33 | CLRUSD | Continental Resources Inc/ok | 股票-其他 | 0.59% | — | +9.97% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | — | -15.69% | |
| 35 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.59% | — | +3.48% | |
| 36 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 0.58% | — | -2.30% | |
| 37 | ✓ | 股票-其他 | 0.58% | — | — | ||
| 38 | EBAY | Ebay INC | 股票-循環性消費 | 0.55% | — | — | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.54% | +0.34% | +67.24% | |
| 40 | NEM | Newmont CORP | 股票-原物料 | 0.52% | +0.32% | NEW | |
| 41 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.51% | — | — | |
| 42 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.49% | — | — | |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.47% | — | +4.56% | |
| 44 | PHM | Pultegroup INC | 股票-循環性消費 | 0.47% | — | — | |
| 45 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.46% | — | — | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.46% | — | +7.41% | |
| 47 | ROK | Rockwell Automation INC | 股票-工業 | 0.44% | — | +3.28% | |
| 48 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.44% | — | — | |
| 49 | WST | West Pharmaceutical Services | 股票-醫療保健 | 0.44% | — | — | |
| 50 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.43% | — | — |