CIK: 0001588871
申報總市值
US$18.9億
僅顯示前 200 大持股（共 548 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 | OEF | Ishares S&p 100 ETF | ETF-其他 | 11.83% | -0.23% | +4.91% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 11.62% | -0.97% | -5.56% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 11.27% | +0.17% | -5.47% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 9.73% | — | +14.76% | |
| 5 | SWKS | Skyworks Solutions INC | 股票-科技 | 3.01% | — | +0.13% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.95% | -0.21% | +613.21% | |
| 7 | XLE | Ss Energy Select Sector | ETF-其他 | 2.81% | +0.60% | +3.23% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.77% | -0.17% | +3.28% | |
| 9 | ✓ | Energen CORP | 股票-其他 | 2.48% | — | -0.54% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.15% | — | +4.85% | |
| 11 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 2.10% | -0.10% | +3.37% | |
| 12 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 2.04% | — | +3.08% | |
| 13 | XLF | Ss Financial Select Sector | ETF-其他 | 2.00% | — | +3.31% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.89% | +0.08% | +3.41% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.51% | -0.18% | +35.13% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.45% | -0.33% | +3.83% | |
| 17 | PFE | Pfizer INC | 股票-醫療保健 | 1.43% | — | +3.55% | |
| 18 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.33% | +0.19% | +3.58% | |
| 19 | PRA | Proassurance CORP | 股票-其他 | 1.12% | — | — | |
| 20 | TMK | Torchmark CORP | 股票-其他 | 1.10% | — | -4.56% | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.05% | — | +13.16% | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.03% | — | +13.71% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.95% | — | +15.28% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.71% | — | +15.57% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.62% | — | +29.84% | |
| 26 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 0.55% | — | +2.41% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.52% | +0.03% | — | |
| 28 | T | At&t INC | 股票-通訊服務 | 0.51% | — | +0.61% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.41% | — | — | |
| 30 | SO | Southern Co/the | 股票-公用事業 | 0.38% | +0.03% | +10.16% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.37% | -0.30% | +0.51% | |
| 32 | UNP | Union Pacific CORP | 股票-工業 | 0.36% | — | +100.00% | |
| 33 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.36% | — | — | |
| 34 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.35% | — | — | |
| 35 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.35% | — | — | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | +0.11% | — | |
| 37 | PEP | Pepsico INC | 股票-非循環性消費 | 0.33% | — | — | |
| 38 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.32% | — | — | |
| 39 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.31% | — | — | |
| 40 | UTXZ | United Tech CORP | 股票-其他 | 0.30% | — | — | |
| 41 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.28% | — | -0.48% | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.27% | — | — | |
| 43 | SYK | Stryker CORP | 股票-醫療保健 | 0.26% | — | — | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.25% | — | — | |
| 45 | LMT | Lockheed Martin CORP | 股票-工業 | 0.22% | — | — | |
| 46 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.22% | — | — | |
| 47 | GIS | General Mills INC | 股票-非循環性消費 | 0.21% | — | — | |
| 48 | HD | Home Depot INC | 股票-循環性消費 | 0.21% | — | — | |
| 49 | DUK | Du Pont E I De Nemour&Co | 股票-公用事業 | 0.21% | — | — | |
| 50 | COP | Conocophillips | 股票-能源 | 0.20% | — | — |