CIK: 0001742569
申報總市值
US$4.7億
僅顯示前 200 大持股（共 543 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 12.02% | +0.36% | +3.22% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 9.73% | -0.45% | +3.25% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 7.56% | -0.69% | +2.65% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 6.45% | -0.17% | +5.20% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.44% | -0.22% | -0.98% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.65% | +0.26% | +1.49% | |
| 7 | FTXN | First Trust Nasdaq Oil & Gas | ETF-科技型 | 5.30% | — | — | |
| 8 | AAPL | Apple INC | 股票-科技 | 5.29% | -0.25% | -0.96% | |
| 9 | FXZ | First Trust Materials Alphad | ETF-其他 | 4.43% | — | +72087.59% | |
| 10 | FXN | First Trust Energy Alphadex | ETF-其他 | 4.22% | — | +20762.51% | |
| 11 | FXR | First Trust Indst/producers | ETF-其他 | 4.22% | -0.36% | +2.38% | |
| 12 | FXD | First Trust Consumer Discret | ETF-其他 | 4.17% | — | +3.61% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 3.76% | — | +2.77% | |
| 14 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 3.43% | — | +2.30% | |
| 15 | WTMF | Wisdomtree Mgd Futures Strat | ETF-其他 | 1.34% | -0.14% | +3.99% | |
| 16 | PECO | Phillips Edison & Company In | 股票-房地產 | 1.14% | -0.13% | — | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | +0.20% | +2.89% | |
| 18 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.57% | +0.19% | +9.28% | |
| 19 | HD | Home Depot INC | 股票-循環性消費 | 0.53% | — | +0.12% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.48% | — | -0.23% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | — | — | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.38% | — | +0.09% | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 0.37% | — | +0.70% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.35% | -0.05% | +1.41% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.30% | — | -0.49% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.28% | — | — | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.26% | -0.95% | +0.37% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.26% | — | +4.48% | |
| 29 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.25% | — | +7.32% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.25% | — | +0.23% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.24% | +0.60% | NEW | |
| 32 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.23% | -5.33% | EXIT | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.21% | — | +2.51% | |
| 34 | COP | Conocophillips | 股票-能源 | 0.21% | — | +4.53% | |
| 35 | KR | Kroger Co | 股票-非循環性消費 | 0.20% | — | +0.17% | |
| 36 | CEQPUSD | Crestwood Equity Partners LP | 股票-其他 | 0.20% | — | — | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.19% | +1.36% | +9.77% | |
| 38 | MMM | 3m Co | 股票-工業 | 0.18% | — | -9.56% | |
| 39 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.18% | +0.02% | -12.93% | |
| 40 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.17% | — | -1.03% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.16% | — | -0.20% | |
| 42 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.16% | — | -7.78% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.13% | — | +0.07% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.12% | — | +0.52% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.12% | — | -2.68% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.12% | — | +11.02% | |
| 47 | PYPL | Paypal Holdings INC | 股票-金融 | 0.11% | — | +29.02% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.11% | — | -3.48% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.11% | — | +0.64% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.11% | — | — |