CIK: 0001744348
申報總市值
US$5.1億
僅顯示前 200 大持股（共 237 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 | STX | Seagate Technology Holdings plc | 股票-科技 | 2.89% | +2.88% | -3.63% | |
| 2 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.88% | -0.71% | -1.91% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.61% | — | -0.75% | |
| 4 | GLW | Corning INC | 股票-科技 | 2.61% | +1.42% | -2.03% | |
| 5 | VSLU | Applied Finance Valuat ETF | ETF-其他 | 2.39% | +0.09% | +19.48% | |
| 6 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 2.29% | -0.10% | +13.73% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.17% | -0.05% | +1.12% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.89% | — | +2.82% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.75% | -0.04% | +0.25% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.71% | -0.05% | +0.10% | |
| 11 | DSTL | Distillate US Fundamental St | ETF-其他 | 1.64% | — | +1.68% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.53% | -0.01% | -0.23% | |
| 13 | TBLL | Invesco Short Term Treasury | ETF-政府公債 | 1.47% | -0.31% | +27.98% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.45% | +0.06% | -1.88% | |
| 15 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 1.34% | -0.60% | +0.05% | |
| 16 | CAT | Caterpillar INC | 股票-工業 | 1.21% | +0.36% | +0.53% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.15% | -0.01% | -0.22% | |
| 18 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 1.13% | -0.48% | -33.18% | |
| 19 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 1.12% | -0.01% | -0.86% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.10% | -0.07% | +2.98% | |
| 21 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 1.05% | -0.05% | +26.17% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 1.05% | +0.29% | +1.73% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.03% | +0.12% | -1.04% | |
| 24 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 1.02% | — | +9.60% | |
| 25 | INTC | Intel CORP | 股票-科技 | 1.02% | +1.59% | +0.01% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.00% | -0.32% | +5.63% | |
| 27 | FLLA | Franklin Ftse Latin America | ETF-其他 | 1.00% | — | +20.32% | |
| 28 | NGG | National Grid Plc-sp Adr | 股票-公用事業 | 0.99% | — | +0.90% | |
| 29 | RYN | Rayonier INC | 股票-房地產 | 0.97% | — | +221.50% | |
| 30 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.91% | — | -0.55% | |
| 31 | WM | Waste Management INC | 股票-工業 | 0.91% | — | +1.03% | |
| 32 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.91% | — | -3.77% | |
| 33 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 0.87% | — | +0.49% | |
| 34 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 0.78% | +0.39% | +1033.30% | |
| 35 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 0.78% | — | +0.58% | |
| 36 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.76% | — | +22.99% | |
| 37 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.74% | — | +0.52% | |
| 38 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.74% | — | +18.12% | |
| 39 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 0.73% | -0.29% | +23.04% | |
| 40 | T | At&t INC | 股票-通訊服務 | 0.72% | -0.26% | +3.22% | |
| 41 | RY | Royal Bank Of Canada | 股票-金融 | 0.72% | +0.06% | +1.13% | |
| 42 | PFE | Pfizer INC | 股票-醫療保健 | 0.71% | — | +8.86% | |
| 43 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.71% | — | -10.11% | |
| 44 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.70% | — | +4.13% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.70% | — | +3.90% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.68% | — | -22.41% | |
| 47 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 0.67% | — | +3.04% | |
| 48 | NFG | National Fuel Gas Co | 股票-能源 | 0.67% | -0.19% | +1.48% | |
| 49 | ENB | Enbridge INC | 股票-能源 | 0.67% | — | +2.46% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.67% | — | -3.99% |