CIK: 0001697274
申報總市值
US$4.5億
僅顯示前 200 大持股（共 358 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.46% | -2.19% | +1.03% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.17% | -0.81% | +0.98% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.53% | -0.19% | -6.82% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.52% | +0.53% | -6.99% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.44% | — | -3.59% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.29% | — | +6.98% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.03% | -0.19% | +2.93% | |
| 8 | SON | Sonoco Products Co | 股票-循環性消費 | 2.01% | — | +2217.99% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.99% | -0.23% | +5.76% | |
| 10 | HON | Honeywell International INC | 股票-工業 | 1.86% | — | +8.13% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.64% | — | +1.08% | |
| 12 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 1.60% | — | +15.30% | |
| 13 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.56% | — | +1.26% | |
| 14 | LMT | Lockheed Martin CORP | 股票-工業 | 1.51% | +0.39% | +9.73% | |
| 15 | C | Citigroup INC | 股票-金融 | 1.42% | — | +3.91% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.35% | — | +2.07% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.31% | +0.19% | +47.99% | |
| 18 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.29% | — | +211.79% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.25% | — | +3.14% | |
| 20 | AMAT | Applied Materials INC | 股票-科技 | 1.21% | +0.22% | -12.85% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.19% | — | +8.79% | |
| 22 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 1.15% | — | +11.61% | |
| 23 | GPN | Global Payments INC | 股票-工業 | 1.05% | — | +4.71% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.04% | — | +9.09% | |
| 25 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.03% | — | +282.22% | |
| 26 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.03% | — | -0.03% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 0.95% | — | -26.62% | |
| 28 | NOC | Northrop Grumman CORP | 股票-工業 | 0.94% | — | +13.79% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.94% | +0.20% | +2.76% | |
| 30 | ADBE | Adobe INC | 股票-科技 | 0.91% | — | +5.85% | |
| 31 | WOOD | Ishares Global Timber & Fore | ETF-其他 | 0.86% | — | +7.41% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.84% | — | +4.27% | |
| 33 | GS | Goldman Sachs Group INC | 股票-金融 | 0.83% | — | +4.83% | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.81% | — | +39.47% | |
| 35 | UTXZ | United Tech CORP | 股票-其他 | 0.81% | — | +6.17% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.80% | — | +10.70% | |
| 37 | WMT | Walmart INC | 股票-非循環性消費 | 0.80% | — | -30.75% | |
| 38 | PFE | Pfizer INC | 股票-醫療保健 | 0.79% | — | +4.20% | |
| 39 | IDV | Ishares International Select | ETF-其他 | 0.78% | — | +1532.44% | |
| 40 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.75% | — | -18.78% | |
| 41 | FDX | Fedex CORP | 股票-工業 | 0.74% | — | +13.51% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.73% | — | +5.34% | |
| 43 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.71% | — | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | -0.16% | +136.16% | |
| 45 | PYPL | Paypal Holdings INC | 股票-金融 | 0.69% | — | +144.22% | |
| 46 | NFLX | Netflix INC | 股票-通訊服務 | 0.67% | — | +9.29% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.67% | — | +38.55% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.67% | — | +31.63% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.66% | — | +28.28% | |
| 50 | ✓ | Currencyshs Japanese Yen Tr | 股票-其他 | 0.65% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SON | Sonoco Products Co | +1.9% | +2217.99% | 加碼 |
| 2 | XBI | Ss Spdr S&p Biotech ETF | +0.9% | +211.79% | 加碼 |
| 3 | SONY | Sony Group CORP - Sp Adr | +0.8% | +282.22% | 加碼 |
| 4 | IDV | Ishares International Select | +0.7% | +1532.44% | 加碼 |
| 5 | PYPL | Paypal Holdings INC | +0.4% | +144.22% | 加碼 |
| 6 | NKE | Nike INC -cl B | +0.4% | NEW | 新建倉 |
| 7 | EEM | Ishares Msci Emerging Market | +0.4% | +47.99% | 加碼 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +136.16% | 加碼 |
| 9 | COST | Costco Wholesale CORP | +0.4% | +1346.70% | 加碼 |
| 10 | LOW | Lowe's Cos INC | +0.4% | +2322.31% | 加碼 |
| 11 | ABBV | Abbvie INC | +0.3% | +1450.69% | 加碼 |
| 12 | BA | Boeing Co/the | +0.3% | +2225.42% | 加碼 |
| 13 | LRCXEUR | Lam Research CORP | +0.2% | +2664.06% | 加碼 |
| 14 | NFLX | Netflix INC | +0.2% | +9.29% | 加碼 |
| 15 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +163.68% | 加碼 |
| 16 | INTC | Intel CORP | +0.2% | +38.55% | 加碼 |
| 17 | XLY | Ss Consumer Disc Select Sect | +0.2% | +131.60% | 加碼 |
| 18 | NOC | Northrop Grumman CORP | +0.2% | +13.79% | 加碼 |
| 19 | NVDA | Nvidia CORP | +0.2% | +9.09% | 加碼 |
| 20 | ADBE | Adobe INC | +0.2% | +5.85% | 加碼 |
| 21 | AMZN | Amazon.com INC | +0.1% | -6.82% | 減碼 |
| 22 | ALB | Albemarle CORP | -0.3% | -98.32% | 減碼 |
| 23 | CB | Chubb Limited | -0.3% | -92.15% | 減碼 |
| 24 | PG | Procter & Gamble Co/the | -0.3% | -81.88% | 減碼 |
| 25 | DUK | Duke Energy CORP | -0.3% | -46.19% | 減碼 |
| 26 | META | Meta Platforms Inc-class A | -0.3% | +2.93% | 加碼 |
| 27 | AAPL | Apple INC | -0.4% | -6.99% | 減碼 |
| 28 | WFC | Wells Fargo & Co | -0.4% | -95.65% | 減碼 |
| 29 | KO | Coca-cola Co/the | -0.4% | -56.13% | 減碼 |
| 30 | FMC | Fmc CORP | -0.4% | -98.57% | 減碼 |
| 31 | HD | Home Depot INC | -0.5% | -26.62% | 減碼 |
| 32 | OLED | Universal Display CORP | -0.5% | -98.29% | 減碼 |
| 33 | REGL | Prshrs S&p Mid 400 Dvd Arist | -0.6% | -45.24% | 減碼 |
| 34 | CVX | Chevron CORP | -0.6% | -54.10% | 減碼 |
| 35 | WMT | Walmart INC | -0.6% | -30.75% | 減碼 |
| 36 | MTN | Vail Resorts INC | -0.6% | -68.45% | 減碼 |
| 37 | IYT | Ishares US Transportation Et | -0.6% | -50.85% | 減碼 |
| 38 | AMGN | Amgen INC | -0.8% | -98.13% | 減碼 |
| 39 | IBB | Ishares Biotechnology ETF | -0.8% | -77.56% | 減碼 |
| 40 | AVGO | Broadcom Inc. | — | EXIT | 清倉 |
| 41 | ✓ | Currencyshs Japanese Yen Tr | — | NEW | 新建倉 |
| 42 | ✓ | Rydex ETF Trust | — | EXIT | 清倉 |
| 43 | AVGO | Broadcom INC | — | NEW | 新建倉 |
| 44 | IYM | Ishares U.s. Basic Materials | — | EXIT | 清倉 |
| 45 | MU | Micron Technology INC | — | NEW | 新建倉 |
| 46 | CWB | Ss Spdr Bb Conv Sec ETF | — | NEW | 新建倉 |
| 47 | WP | Worldpay Inc-class A | — | NEW | 新建倉 |
| 48 | LOGI | Logitech International S.A. | — | NEW | 新建倉 |
| 49 | ✓ | Vantiv INC | — | EXIT | 清倉 |
| 50 | PETS | Petmed Express INC | — | NEW | 新建倉 |