CIK: 0001698777
申報總市值
US$1.9億
| # | 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 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.36% | — | +24.85% | |
| 2 | UPS | United Parcel Service-cl B | 股票-工業 | 3.10% | — | +49.82% | |
| 3 | HPQ | Hp INC | 股票-科技 | 2.80% | +0.73% | +3.02% | |
| 4 | ABBV | Abbvie INC | 股票-醫療保健 | 2.54% | — | +126.75% | |
| 5 | TXN | Texas Instruments INC | 股票-科技 | 2.29% | — | +32.18% | |
| 6 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.19% | -1.10% | EXIT | |
| 7 | AMGN | Amgen INC | 股票-醫療保健 | 2.16% | — | +28.16% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.08% | — | -5.88% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.07% | -2.06% | +40.29% | |
| 10 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 2.01% | — | +13.23% | |
| 11 | MO | Altria Group INC | 股票-非循環性消費 | 1.99% | -1.11% | +29.37% | |
| 12 | CSCO | Cisco Systems INC | 股票-科技 | 1.98% | — | -2.81% | |
| 13 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.98% | — | — | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.96% | -1.05% | +130.57% | |
| 15 | MBB | Ishares Mbs ETF | ETF-其他 | 1.91% | — | +54.63% | |
| 16 | PM | Philip Morris International | 股票-非循環性消費 | 1.87% | — | +72.04% | |
| 17 | HD | Home Depot INC | 股票-循環性消費 | 1.86% | — | +25.95% | |
| 18 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.84% | — | +12.95% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 1.83% | — | +93.51% | |
| 20 | PAYX | Paychex INC | 股票-科技 | 1.78% | — | +18.87% | |
| 21 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.76% | — | +43.87% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工業 | 1.73% | +1.30% | NEW | |
| 23 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.71% | — | — | |
| 24 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.67% | — | -26.88% | |
| 25 | HCA | Hca Healthcare INC | 股票-醫療保健 | 1.63% | — | +81.63% | |
| 26 | BA | Boeing Co/the | 股票-工業 | 1.62% | — | +5.43% | |
| 27 | CLX | Clorox Company | 股票-非循環性消費 | 1.58% | — | +41.01% | |
| 28 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.52% | — | +84.38% | |
| 29 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.48% | — | +1.52% | |
| 30 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.42% | — | +23.81% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.40% | — | +32.14% | |
| 32 | COP | Conocophillips | 股票-能源 | 1.39% | — | — | |
| 33 | CAT | Caterpillar INC | 股票-工業 | 1.32% | — | +49.85% | |
| 34 | TPR | Tapestry INC | 股票-循環性消費 | 1.31% | — | +2.76% | |
| 35 | T | At&t INC | 股票-通訊服務 | 1.25% | — | +15.01% | |
| 36 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.19% | — | — | |
| 37 | IDV | Ishares International Select | ETF-其他 | 1.19% | — | -12.15% | |
| 38 | KLAC | Kla CORP | 股票-科技 | 1.18% | — | +35.29% | |
| 39 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.17% | +1.70% | NEW | |
| 40 | JWNUSD | Nordstrom INC | 股票-其他 | 1.14% | — | — | |
| 41 | EMGF | Ishares Emerging Markets Equ | ETF-新興市場 | 1.09% | — | — | |
| 42 | EMHY | Ishares J.p. Morgan Em High | ETF-其他 | 1.07% | — | +295.58% | |
| 43 | GWW | Ww Grainger INC | 股票-工業 | 1.06% | — | -11.51% | |
| 44 | KEL | Kellanova | 股票-其他 | 1.05% | — | +305.45% | |
| 45 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.04% | — | — | |
| 46 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.92% | — | +345.53% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.84% | — | +12.92% | |
| 48 | PFE | Pfizer INC | 股票-醫療保健 | 0.77% | — | -58.41% | |
| 49 | NTAP | Netapp INC | 股票-科技 | 0.77% | — | — | |
| 50 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.72% | — | +1.81% |