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 | 3.40% | — | +4.99% | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 3.33% | — | +23.34% | |
| 3 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 3.28% | — | +70.28% | |
| 4 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 2.95% | — | +0.31% | |
| 5 | UPS | United Parcel Service-cl B | 股票-工業 | 2.94% | — | +61.46% | |
| 6 | LOW | Lowe's Cos INC | 股票-循環性消費 | 2.59% | — | -2.02% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.27% | — | +5.31% | |
| 8 | ABBV | Abbvie INC | 股票-醫療保健 | 2.23% | — | +3.19% | |
| 9 | AMGN | Amgen INC | 股票-醫療保健 | 2.20% | — | +16.65% | |
| 10 | TXN | Texas Instruments INC | 股票-科技 | 2.16% | — | +18.19% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 2.03% | +0.82% | +5.68% | |
| 12 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.92% | — | -0.17% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.80% | -2.06% | +1.55% | |
| 14 | HD | Home Depot INC | 股票-循環性消費 | 1.74% | — | +25.45% | |
| 15 | CLX | Clorox Company | 股票-非循環性消費 | 1.72% | — | +23.90% | |
| 16 | PM | Philip Morris International | 股票-非循環性消費 | 1.72% | — | +6.55% | |
| 17 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.70% | — | -0.24% | |
| 18 | MO | Altria Group INC | 股票-非循環性消費 | 1.69% | -1.11% | +2.02% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.54% | — | -1.42% | |
| 20 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.52% | — | +2.41% | |
| 21 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 1.45% | — | +2.81% | |
| 22 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.45% | — | +2.10% | |
| 23 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.37% | — | +3.21% | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.36% | -1.10% | EXIT | |
| 25 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.35% | — | +0.88% | |
| 26 | T | At&t INC | 股票-通訊服務 | 1.29% | — | -1.34% | |
| 27 | IDV | Ishares International Select | ETF-其他 | 1.29% | — | +5.26% | |
| 28 | DAL | Delta Air Lines INC | 股票-工業 | 1.29% | — | +26.25% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工業 | 1.27% | +1.30% | NEW | |
| 30 | GM | General Motors Co | 股票-循環性消費 | 1.23% | — | +4.25% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.21% | +1.70% | NEW | |
| 32 | CDW | Cdw Corp/de | 股票-科技 | 1.21% | — | -1.90% | |
| 33 | HPQ | Hp INC | 股票-科技 | 1.15% | +0.73% | +0.15% | |
| 34 | HCA | Hca Healthcare INC | 股票-醫療保健 | 1.15% | — | -3.19% | |
| 35 | GSK | GSK plc ADRhedged | 股票-醫療保健 | 1.14% | — | +1.06% | |
| 36 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.06% | — | -9.78% | |
| 37 | EMGF | Ishares Emerging Markets Equ | ETF-新興市場 | 1.05% | — | +0.32% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.04% | — | +13.12% | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 1.04% | — | -4.57% | |
| 40 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.01% | — | +2.22% | |
| 41 | AAPL | Apple INC | 股票-科技 | 1.01% | -1.05% | +2.73% | |
| 42 | EMHY | Ishares J.p. Morgan Em High | ETF-其他 | 0.93% | — | -20.76% | |
| 43 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.92% | — | +2.22% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.92% | — | +11.74% | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.87% | — | +10.66% | |
| 46 | PAYX | Paychex INC | 股票-科技 | 0.86% | — | +28.07% | |
| 47 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.80% | — | -4.72% | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.79% | -1.27% | -0.16% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.77% | — | -8.09% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.76% | — | +1.39% |