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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.28% | — | +9.87% | |
| 2 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 2.98% | — | +1.66% | |
| 3 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.77% | — | +4.63% | |
| 4 | LOW | Lowe's Cos INC | 股票-循環性消費 | 2.49% | — | +67.39% | |
| 5 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.33% | -1.10% | EXIT | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.21% | — | -11.69% | |
| 7 | ABBV | Abbvie INC | 股票-醫療保健 | 2.13% | — | +0.76% | |
| 8 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 2.00% | — | -3.65% | |
| 9 | MO | Altria Group INC | 股票-非循環性消費 | 1.96% | -1.11% | +19.62% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.96% | -2.06% | -1.18% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 1.87% | +0.82% | -1.60% | |
| 12 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.85% | — | -4.98% | |
| 13 | AMGN | Amgen INC | 股票-醫療保健 | 1.84% | — | +0.60% | |
| 14 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.74% | — | +23.70% | |
| 15 | PM | Philip Morris International | 股票-非循環性消費 | 1.71% | — | +17.33% | |
| 16 | TXN | Texas Instruments INC | 股票-科技 | 1.67% | — | +105.70% | |
| 17 | UPS | United Parcel Service-cl B | 股票-工業 | 1.61% | — | +11.44% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.54% | — | -25.69% | |
| 19 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.45% | — | +57.98% | |
| 20 | CLX | Clorox Company | 股票-非循環性消費 | 1.44% | — | -0.62% | |
| 21 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.40% | — | +3.79% | |
| 22 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 1.37% | — | +0.96% | |
| 23 | HCA | Hca Healthcare INC | 股票-醫療保健 | 1.37% | — | -2.47% | |
| 24 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.32% | — | -5.13% | |
| 25 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.32% | — | -1.78% | |
| 26 | HPQ | Hp INC | 股票-科技 | 1.30% | +0.73% | +7.49% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 1.27% | — | -23.36% | |
| 28 | IDV | Ishares International Select | ETF-其他 | 1.26% | — | +4.29% | |
| 29 | PFE | Pfizer INC | 股票-醫療保健 | 1.25% | — | -0.31% | |
| 30 | GM | General Motors Co | 股票-循環性消費 | 1.25% | — | -4.55% | |
| 31 | EMHY | Ishares J.p. Morgan Em High | ETF-其他 | 1.24% | — | -13.90% | |
| 32 | T | At&t INC | 股票-通訊服務 | 1.19% | — | +5.80% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 1.15% | — | -12.57% | |
| 34 | 2362120D | Sinclair Broadcast Group LLC | 股票-其他 | 1.14% | — | — | |
| 35 | CDW | Cdw Corp/de | 股票-科技 | 1.14% | — | — | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.13% | +1.70% | NEW | |
| 37 | LMT | Lockheed Martin CORP | 股票-工業 | 1.12% | +1.30% | NEW | |
| 38 | EMGF | Ishares Emerging Markets Equ | ETF-新興市場 | 1.11% | — | -5.08% | |
| 39 | GSK | GSK plc ADRhedged | 股票-醫療保健 | 1.09% | — | +1.99% | |
| 40 | YUM | Yum! Brands INC | 股票-循環性消費 | 1.04% | — | -5.39% | |
| 41 | PCAR | Paccar INC | 股票-工業 | 1.04% | — | -3.15% | |
| 42 | DAL | Delta Air Lines INC | 股票-工業 | 1.03% | — | — | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.00% | — | +61.18% | |
| 44 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.98% | — | +0.14% | |
| 45 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.96% | — | +2.85% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.94% | — | -62.32% | |
| 47 | AAPL | Apple INC | 股票-科技 | 0.89% | -1.05% | +0.42% | |
| 48 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.87% | — | -5.52% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.85% | — | +12.56% | |
| 50 | AVGO | Broadcom INC | 股票-科技 | 0.80% | — | -62.84% |