CIK: 0001697274
申報總市值
US$4.5億
僅顯示前 200 大持股（共 554 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 | 4.46% | +0.53% | +6.79% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.40% | -0.81% | +0.91% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.13% | -0.19% | +7.34% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.01% | — | +6.85% | |
| 5 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 2.42% | — | +35.50% | |
| 6 | USDU | Wisdomtree Bbg Usd Bullish | ETF-其他 | 1.79% | — | — | |
| 7 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.57% | +0.25% | +408.64% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.32% | — | -34.98% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.12% | — | +5.28% | |
| 10 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 1.09% | — | -5.27% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.06% | — | -8.59% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 1.05% | — | +94.97% | |
| 13 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.93% | — | +2.54% | |
| 14 | AMAT | Applied Materials INC | 股票-科技 | 0.92% | +0.22% | +1.84% | |
| 15 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.92% | — | — | |
| 16 | SON | Sonoco Products Co | 股票-循環性消費 | 0.91% | — | — | |
| 17 | TSLA | Tesla INC | 股票-循環性消費 | 0.90% | — | -15.60% | |
| 18 | ZTS | Zoetis INC | 股票-醫療保健 | 0.89% | — | -3.59% | |
| 19 | ADBE | Adobe INC | 股票-科技 | 0.89% | — | +3.91% | |
| 20 | ACN | Accenture plc | 股票-科技 | 0.86% | — | +34.30% | |
| 21 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.86% | — | +3487.80% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.86% | +0.14% | -7.60% | |
| 23 | FCX | Freeport-mcmoran INC | 股票-原物料 | 0.86% | +0.22% | -15.30% | |
| 24 | MS | Morgan Stanley | 股票-金融 | 0.86% | — | +88.98% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | — | +9.90% | |
| 26 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.83% | — | -7.39% | |
| 27 | UNP | Union Pacific CORP | 股票-工業 | 0.83% | — | +0.82% | |
| 28 | PAVE | Global X US Infrastructure | ETF-其他 | 0.81% | -0.15% | +0.79% | |
| 29 | EOG | Eog Resources INC | 股票-能源 | 0.80% | — | +154.07% | |
| 30 | ABBV | Abbvie INC | 股票-醫療保健 | 0.78% | — | -24.65% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | -0.23% | +7.89% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.76% | — | -24.57% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.76% | -0.19% | +11.92% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | -0.16% | +39.01% | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.75% | — | -1.29% | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.75% | — | -14.98% | |
| 37 | SLB | Slb LTD | 股票-能源 | 0.74% | — | +38.35% | |
| 38 | HD | Home Depot INC | 股票-循環性消費 | 0.70% | — | +10.93% | |
| 39 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.70% | — | +556.60% | |
| 40 | GM | General Motors Co | 股票-循環性消費 | 0.69% | — | +28.23% | |
| 41 | DHR | Danaher CORP | 股票-醫療保健 | 0.68% | — | +4.00% | |
| 42 | DVN | Devon Energy CORP | 股票-能源 | 0.67% | — | +23.68% | |
| 43 | F | Ford Motor Co | 股票-循環性消費 | 0.67% | — | +27.13% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.66% | — | +23.67% | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.65% | — | +13.60% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.65% | — | +4.92% | |
| 47 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.64% | — | +19.88% | |
| 48 | DE | Deere & Co | 股票-工業 | 0.64% | — | -0.08% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.62% | — | -7.14% | |
| 50 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.62% | -0.21% | +29.89% |