CIK: 0001588871
申報總市值
US$18.9億
僅顯示前 200 大持股（共 587 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 14.92% | -0.97% | +0.64% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 10.06% | +0.17% | +1.33% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 7.98% | +0.16% | +113.60% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-其他 | 7.11% | -0.23% | +0.67% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 5.94% | +0.03% | +28.31% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.44% | -0.18% | +0.90% | |
| 7 | AAPL | Apple INC | 股票-科技 | 5.27% | -0.21% | +0.32% | |
| 8 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 3.24% | -0.10% | +1.66% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.20% | -0.31% | +1.16% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.58% | -0.33% | +21.96% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.48% | -0.17% | +0.43% | |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.91% | — | +2.95% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.77% | -0.30% | +1.92% | |
| 14 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.60% | — | +0.78% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.36% | +0.11% | +425.12% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.31% | +0.08% | +460.41% | |
| 17 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.19% | — | +1.73% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.11% | — | +3.92% | |
| 19 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.07% | +0.19% | +0.53% | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.77% | — | +0.45% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.63% | — | — | |
| 22 | PFE | Pfizer INC | 股票-醫療保健 | 0.57% | — | -2.18% | |
| 23 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.55% | — | +4.75% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.48% | +0.03% | +2.17% | |
| 25 | INTC | Intel CORP | 股票-科技 | 0.42% | — | +0.51% | |
| 26 | UNP | Union Pacific CORP | 股票-工業 | 0.37% | — | — | |
| 27 | GL | Globe Life INC | 股票-金融 | 0.34% | — | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.33% | — | +4.36% | |
| 29 | NEE | Nextera Energy INC | 股票-公用事業 | 0.33% | — | +0.28% | |
| 30 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.31% | — | +11.24% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.31% | — | +0.66% | |
| 32 | SO | Southern Co/the | 股票-公用事業 | 0.29% | +0.03% | +7.18% | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.29% | — | +12.26% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.29% | — | +4.71% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.29% | — | +0.19% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.28% | — | +23.10% | |
| 37 | T | At&t INC | 股票-通訊服務 | 0.27% | — | +4.06% | |
| 38 | GPN | Global Payments INC | 股票-工業 | 0.26% | — | — | |
| 39 | MMM | 3m Co | 股票-工業 | 0.23% | — | +12.54% | |
| 40 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.23% | -0.07% | +0.35% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工業 | 0.23% | — | — | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.22% | — | -3.10% | |
| 43 | PEP | Pepsico INC | 股票-非循環性消費 | 0.22% | — | +2.87% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.21% | — | +0.98% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.20% | — | -1.61% | |
| 46 | WMT | Walmart INC | 股票-非循環性消費 | 0.20% | +0.27% | +34.64% | |
| 47 | SYK | Stryker CORP | 股票-醫療保健 | 0.19% | — | +0.34% | |
| 48 | ABBV | Abbvie INC | 股票-醫療保健 | 0.17% | — | -0.09% | |
| 49 | MAA | Mid-america Apartment Comm | 股票-房地產 | 0.17% | — | — | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.16% | -0.04% | +0.37% |