CIK: 0001697274
申報總市值
US$4.5億
僅顯示前 200 大持股（共 417 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 | 4.29% | -0.81% | -1.75% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.96% | +0.53% | -2.72% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.30% | -0.19% | +0.83% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.94% | — | +3.44% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.75% | -0.91% | -3.69% | |
| 6 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 2.40% | — | -2.49% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.96% | — | -0.99% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.77% | +0.30% | +16.57% | |
| 9 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.61% | +0.25% | -1.96% | |
| 10 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.60% | — | +10.09% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.38% | -0.19% | -2.44% | |
| 12 | ADBE | Adobe INC | 股票-科技 | 1.23% | — | +1.53% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | -0.23% | -2.48% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | — | -5.86% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.05% | — | -0.16% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | -0.16% | +34.18% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.04% | +0.26% | -2.64% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.03% | +0.20% | -0.47% | |
| 19 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.03% | -0.21% | -3.42% | |
| 20 | NFLX | Netflix INC | 股票-通訊服務 | 1.02% | — | -1.30% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 1.02% | — | -1.64% | |
| 22 | AXP | American Express Co | 股票-金融 | 0.99% | — | -0.91% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.99% | -2.19% | -15.51% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | — | -12.19% | |
| 25 | ZTS | Zoetis INC | 股票-醫療保健 | 0.98% | — | -1.27% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.96% | +0.26% | -1.89% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.95% | — | -4.91% | |
| 28 | CRM | Salesforce INC | 股票-科技 | 0.93% | — | -0.40% | |
| 29 | ANETEUR | Arista Networks INC | 股票-其他 | 0.90% | — | -24.91% | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.89% | — | -1.99% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.87% | — | -2.04% | |
| 32 | AMAT | Applied Materials INC | 股票-科技 | 0.86% | +0.22% | -4.18% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.84% | — | +0.43% | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.82% | — | -5.18% | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.81% | — | +83.33% | |
| 36 | TSLA | Tesla INC | 股票-循環性消費 | 0.80% | — | +7.98% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.78% | — | +19.06% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.78% | — | -8.43% | |
| 39 | SLB | Slb LTD | 股票-能源 | 0.71% | — | -2.64% | |
| 40 | SON | Sonoco Products Co | 股票-循環性消費 | 0.70% | — | — | |
| 41 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.67% | — | -2.28% | |
| 42 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 0.66% | — | -14.98% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.66% | — | -1.36% | |
| 44 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.65% | — | +0.92% | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.64% | — | -1.17% | |
| 46 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.63% | — | -1.13% | |
| 47 | WMT | Walmart INC | 股票-非循環性消費 | 0.62% | — | +1.17% | |
| 48 | UBER | Uber Technologies INC | 股票-工業 | 0.57% | -0.17% | -2.15% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.55% | — | -18.11% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.55% | — | -0.57% |