CIK: 0001742569
申報總市值
US$4.7億
僅顯示前 200 大持股（共 495 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 | 12.75% | +0.36% | +5.80% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 11.19% | -0.45% | +3.36% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 8.44% | -0.69% | +4.21% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.31% | -0.22% | -2.21% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 6.28% | -0.17% | -10.25% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.85% | +0.26% | +0.64% | |
| 7 | FTXN | First Trust Nasdaq Oil & Gas | ETF-科技型 | 5.55% | — | -1.40% | |
| 8 | FXN | First Trust Energy Alphadex | ETF-其他 | 4.81% | — | +2.33% | |
| 9 | FTXG | First Trust Nasdaq Food & Be | ETF-科技型 | 4.63% | — | — | |
| 10 | AAPL | Apple INC | 股票-科技 | 4.61% | -0.25% | -7.39% | |
| 11 | FXR | First Trust Indst/producers | ETF-其他 | 4.48% | -0.36% | +3.78% | |
| 12 | FXZ | First Trust Materials Alphad | ETF-其他 | 4.39% | — | +4.52% | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 3.54% | — | +1.36% | |
| 14 | WTMF | Wisdomtree Mgd Futures Strat | ETF-其他 | 1.63% | -0.14% | +3.74% | |
| 15 | PECO | Phillips Edison & Company In | 股票-房地產 | 1.24% | -0.13% | -6.95% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | +0.20% | +1.98% | |
| 17 | HD | Home Depot INC | 股票-循環性消費 | 0.59% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | — | +3.26% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.37% | — | +6.41% | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.36% | +0.19% | +1533.28% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.35% | — | -7.24% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.32% | -0.05% | -8.55% | |
| 23 | XCEM | Columbia Em Core Ex-china | ETF-新興市場 | 0.31% | +0.06% | +720.64% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.30% | — | +7.72% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.29% | — | +1.27% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.27% | -0.95% | -0.37% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.25% | — | +9.67% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.25% | — | -49.14% | |
| 29 | FXD | First Trust Consumer Discret | ETF-其他 | 0.24% | — | -94.27% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.23% | — | -10.29% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.23% | — | +11.78% | |
| 32 | COP | Conocophillips | 股票-能源 | 0.23% | — | +0.07% | |
| 33 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.22% | -5.33% | EXIT | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.22% | — | +0.13% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.20% | +1.36% | +3.21% | |
| 36 | CEQPUSD | Crestwood Equity Partners LP | 股票-其他 | 0.19% | — | — | |
| 37 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.18% | -0.04% | +83.75% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.18% | +0.60% | NEW | |
| 39 | MMM | 3m Co | 股票-工業 | 0.18% | — | -6.87% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.16% | — | +43.53% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.16% | — | +38.70% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.15% | — | -21.51% | |
| 43 | KR | Kroger Co | 股票-非循環性消費 | 0.14% | — | -26.65% | |
| 44 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.14% | +0.02% | — | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.14% | — | +0.57% | |
| 46 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.13% | — | -15.31% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.13% | — | +0.16% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.12% | — | — | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.12% | — | +8.24% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.10% | — | -2.37% |