CIK: 0001616654
申報總市值
US$15.2億
僅顯示前 200 大持股（共 2621 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 | AAPL | Apple INC | 股票-科技 | 3.10% | — | -8.12% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.81% | — | — | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.12% | — | +41245.87% | |
| 4 | T | At&t INC | 股票-通訊服務 | 1.39% | — | -0.70% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.26% | — | +7185.08% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.17% | — | +24409.73% | |
| 7 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.13% | — | +11379.31% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.10% | — | -20.00% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.04% | — | -8.33% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.02% | — | +6.55% | |
| 11 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.99% | — | +106.62% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.85% | — | +86328.00% | |
| 13 | CSX | Csx CORP | 股票-工業 | 0.81% | — | -6.23% | |
| 14 | MO | Altria Group INC | 股票-非循環性消費 | 0.81% | — | -2.00% | |
| 15 | VFC | Vf CORP | 股票-循環性消費 | 0.77% | — | — | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | — | +10810.65% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.73% | — | — | |
| 18 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.72% | — | -13.21% | |
| 19 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.63% | — | +139400.00% | |
| 20 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.62% | — | -27.74% | |
| 21 | HD | Home Depot INC | 股票-循環性消費 | 0.58% | — | +96.69% | |
| 22 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.58% | — | — | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.57% | — | -4.90% | |
| 24 | PFE | Pfizer INC | 股票-醫療保健 | 0.53% | — | +68200.00% | |
| 25 | F | Ford Motor Co | 股票-循環性消費 | 0.53% | — | -6.63% | |
| 26 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.51% | — | — | |
| 27 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.50% | — | +23301.10% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.50% | — | +1210.50% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | — | -4.22% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.49% | — | +2862.64% | |
| 31 | WMT | Walmart INC | 股票-非循環性消費 | 0.48% | — | +10347.87% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.48% | — | +19729.73% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.47% | — | +108.76% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.46% | — | — | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.45% | — | +110.58% | |
| 36 | EPD | Enterprise Products Partners | 股票-能源 | 0.45% | — | +48.74% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.45% | — | — | |
| 38 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.43% | — | +6166.32% | |
| 39 | COP | Conocophillips | 股票-能源 | 0.41% | — | +2.16% | |
| 40 | QCOM | Qualcomm INC | 股票-科技 | 0.41% | — | +17683.12% | |
| 41 | UTXZ | United Tech CORP | 股票-其他 | 0.41% | — | +17447.27% | |
| 42 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.39% | — | +5919.67% | |
| 43 | PM | Philip Morris International | 股票-非循環性消費 | 0.38% | — | +6742.60% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.38% | — | +155976.47% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.37% | — | — | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.37% | — | +28260.00% | |
| 47 | THRM | Gentherm INC | 股票-其他 | 0.37% | — | — | |
| 48 | LUV | Southwest Airlines Co | 股票-工業 | 0.36% | — | — | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.36% | — | -1.27% | |
| 50 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.36% | — | +2546.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +2.1% | +41245.87% | 加碼 |
| 2 | VIG | Vanguard Dividend Apprec ETF | +1.2% | +7185.08% | 加碼 |
| 3 | JNJ | Johnson & Johnson | +1.2% | +24409.73% | 加碼 |
| 4 | VZ | Verizon Communications INC | +1.1% | +11379.31% | 加碼 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +86328.00% | 加碼 |
| 6 | PG | Procter & Gamble Co/the | +0.7% | +10810.65% | 加碼 |
| 7 | MCD | Mcdonald's CORP | +0.6% | +139400.00% | 加碼 |
| 8 | PFE | Pfizer INC | +0.5% | +68200.00% | 加碼 |
| 9 | PFF | Ishares Preferred & Income S | +0.5% | +23301.10% | 加碼 |
| 10 | WMT | Walmart INC | +0.5% | +10347.87% | 加碼 |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.5% | +19729.73% | 加碼 |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +2862.64% | 加碼 |
| 13 | MSFT | Microsoft CORP | +0.4% | +1210.50% | 加碼 |
| 14 | MRK | Merck & Co. INC. | +0.4% | +6166.32% | 加碼 |
| 15 | QCOM | Qualcomm INC | +0.4% | +17683.12% | 加碼 |
| 16 | UTXZ | United Tech CORP | +0.4% | +17447.27% | 加碼 |
| 17 | VNQ | Vanguard Real Estate ETF | +0.4% | +155976.47% | 加碼 |
| 18 | BOND | Pimco Active Bond Exchange-t | +0.4% | +5919.67% | 加碼 |
| 19 | PM | Philip Morris International | +0.4% | +6742.60% | 加碼 |
| 20 | LLY | Eli Lilly & Co | +0.4% | +28260.00% | 加碼 |
| 21 | IWD | Ishares Russell 1000 Value E | +0.3% | +155563.64% | 加碼 |
| 22 | GLD | Spdr Gold Shares | +0.3% | +8302.26% | 加碼 |
| 23 | PEP | Pepsico INC | +0.3% | +254628.57% | 加碼 |
| 24 | TIP | Ishares Tips Bond ETF | +0.3% | +2546.10% | 加碼 |
| 25 | KHC | The Kraft Heinz Company | +0.3% | +25961.11% | 加碼 |
| 26 | ✓ | +0.3% | +5475.00% | 加碼 | |
| 27 | ✓ | Powershares Qqq Trust Ser 1 | +0.3% | +5073.65% | 加碼 |
| 28 | KMB | Kimberly-clark CORP | +0.3% | +26022.64% | 加碼 |
| 29 | JPM | Jpmorgan Chase & Co | +0.3% | +8812.32% | 加碼 |
| 30 | GILD | Gilead Sciences INC | +0.2% | +560.19% | 加碼 |
| 31 | HD | Home Depot INC | -0.1% | +96.69% | 加碼 |
| 32 | AEP | American Electric Power Company, Inc. | -0.3% | +106.62% | 加碼 |
| 33 | IVV | Ishares Core S&p 500 ETF | — | NEW | 新建倉 |
| 34 | VFC | Vf CORP | — | NEW | 新建倉 |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | 新建倉 |
| 36 | KMI | Kinder Morgan, Inc. | — | NEW | 新建倉 |
| 37 | ACWX | Ishares Msci Acwi Ex US ETF | — | NEW | 新建倉 |
| 38 | VB | Vanguard Small-cap ETF | — | NEW | 新建倉 |
| 39 | VGT | Vanguard Info Tech ETF | — | NEW | 新建倉 |
| 40 | EFA | Ishares Msci Eafe ETF | — | NEW | 新建倉 |
| 41 | THRM | Gentherm INC | — | NEW | 新建倉 |
| 42 | LUV | Southwest Airlines Co | — | NEW | 新建倉 |
| 43 | TRN | Trinity Industries INC | — | NEW | 新建倉 |
| 44 | ✓ | — | NEW | 新建倉 | |
| 45 | MMM | 3m Co | — | NEW | 新建倉 |
| 46 | IJR | Ishares Core S&p Small-cap E | — | NEW | 新建倉 |
| 47 | ✓ | Powershares ETF Tr Ii | — | NEW | 新建倉 |
| 48 | DVY | Ishares Select Dividend ETF | — | NEW | 新建倉 |
| 49 | PAA | Plains All Amer Pipeline LP | — | NEW | 新建倉 |
| 50 | IMCB | Ishares Morningstar Mid-cap | — | NEW | 新建倉 |