CIK: 0001521001
申報總市值
US$385.6億
僅顯示前 200 大持股（共 2430 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 31.15% | -0.67% | -12.70% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 7.77% | +1.40% | -8.63% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 3.09% | — | +28.82% | |
| 4 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.62% | — | +2878.70% | |
| 5 | PFE | Pfizer INC | 股票-醫療保健 | 2.42% | — | +2788.25% | |
| 6 | AAPL | Apple INC | 股票-科技 | 1.99% | -0.31% | +27.52% | |
| 7 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.66% | +0.80% | -7.40% | |
| 8 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 1.62% | — | -23.27% | |
| 9 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.52% | -0.46% | -6.41% | |
| 10 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.33% | — | -35.19% | |
| 11 | T | At&t INC | 股票-通訊服務 | 1.18% | — | +67.62% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.14% | -0.82% | -21.61% | |
| 13 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.12% | — | +405.83% | |
| 14 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | 1.12% | — | -23.34% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.06% | — | +169.25% | |
| 16 | C | Citigroup INC | 股票-金融 | 1.01% | — | +7.78% | |
| 17 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.01% | -0.10% | +87.24% | |
| 18 | UTXZ | United Tech CORP | 股票-其他 | 1.00% | — | +2.53% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.84% | — | -64.35% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | -0.36% | -46.95% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.68% | — | +22.15% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.65% | -0.73% | +139.09% | |
| 23 | MS | Morgan Stanley | 股票-金融 | 0.65% | -0.10% | -11.75% | |
| 24 | GS | Goldman Sachs Group INC | 股票-金融 | 0.60% | — | -51.67% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.60% | — | +13.18% | |
| 26 | VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | 股票-其他 | 0.56% | — | +57.06% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | — | +2693.33% | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.53% | — | -27.81% | |
| 29 | WFC | Wells Fargo & Co | 股票-金融 | 0.51% | -0.14% | -14.11% | |
| 30 | AAL | American Airlines Group INC | 股票-工業 | 0.49% | — | +27.28% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | -0.13% | -49.40% | |
| 32 | QCOM | Qualcomm INC | 股票-科技 | 0.45% | -0.14% | -6.53% | |
| 33 | UPS | United Parcel Service, Inc. | 股票-工業 | 0.43% | — | +25.33% | |
| 34 | USB | US Bancorp | 股票-金融 | 0.43% | — | +136.91% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.43% | — | +2425.50% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.42% | — | -12.70% | |
| 37 | DAL | Delta Air Lines INC | 股票-工業 | 0.38% | — | +48.79% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.35% | — | +26.49% | |
| 39 | GM | General Motors Co | 股票-循環性消費 | 0.33% | — | +82.81% | |
| 40 | XLE | Ss Energy Select Sector | ETF-其他 | 0.33% | +0.66% | -48.23% | |
| 41 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.32% | — | +251.15% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.31% | — | +2.06% | |
| 43 | UPS | United Parcel Service-cl B | 股票-工業 | 0.30% | — | -9.50% | |
| 44 | CMG | Chipotle Mexican Grill INC | 股票-循環性消費 | 0.30% | -0.17% | -32.40% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.30% | — | -24.67% | |
| 46 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.28% | — | -19.68% | |
| 47 | JD | Jd.com Inc-adr | 股票-循環性消費 | 0.28% | — | +143.19% | |
| 48 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.28% | — | -33.81% | |
| 49 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.28% | — | -52.71% | |
| 50 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.28% | — | +1284.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MCD | Mcdonald's CORP | +2.5% | +2878.70% | 加碼 |
| 2 | PFE | Pfizer INC | +2.3% | +2788.25% | 加碼 |
| 3 | EEM | Ishares Msci Emerging Market | +1% | +28.82% | 加碼 |
| 4 | AEP | American Electric Power Company, Inc. | +0.9% | +405.83% | 加碼 |
| 5 | TLT | Ishares 20+ Year Treasury Bd | +0.7% | +169.25% | 加碼 |
| 6 | T | At&t INC | +0.6% | +67.62% | 加碼 |
| 7 | AAPL | Apple INC | +0.6% | +27.52% | 加碼 |
| 8 | JNJ | Johnson & Johnson | +0.5% | +2693.33% | 加碼 |
| 9 | BABA | Alibaba Group Holding-sp Adr | +0.5% | +87.24% | 加碼 |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.4% | +2425.50% | 加碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.4% | +139.09% | 加碼 |
| 12 | MDLZ | Mondelez International Inc-a | +0.3% | +1284.29% | 加碼 |
| 13 | USB | US Bancorp | +0.3% | +136.91% | 加碼 |
| 14 | IYR | Ishares US Real Estate ETF | +0.2% | +251.15% | 加碼 |
| 15 | XBI | Ss Spdr S&p Biotech ETF | +0.2% | +953.64% | 加碼 |
| 16 | TGT | Target CORP | +0.2% | +161.62% | 加碼 |
| 17 | UAL | United Airlines Holdings INC | +0.2% | +285.40% | 加碼 |
| 18 | META | Meta Platforms Inc-class A | -0.1% | -21.61% | 減碼 |
| 19 | WFC | Wells Fargo & Co | -0.1% | -14.11% | 減碼 |
| 20 | PEP | Pepsico INC | -0.1% | -50.98% | 減碼 |
| 21 | ✓ | Yahoo INC | -0.1% | -56.67% | 減碼 |
| 22 | EWW | Ishares Msci Mexico ETF | -0.2% | -98.20% | 減碼 |
| 23 | CRM | Salesforce INC | -0.2% | -74.88% | 減碼 |
| 24 | SYY | Sysco CORP | -0.2% | -64.76% | 減碼 |
| 25 | MU | Micron Technology INC | -0.2% | -67.17% | 減碼 |
| 26 | DXJ | Wisdomtree Japan Hedged Eq | -0.2% | -33.81% | 減碼 |
| 27 | MET | Metlife INC | -0.2% | -60.01% | 減碼 |
| 28 | IBB | Ishares Biotechnology ETF | -0.2% | -93.46% | 減碼 |
| 29 | VZ | Verizon Communications INC | -0.2% | -52.71% | 減碼 |
| 30 | GILD | Gilead Sciences INC | -0.2% | -78.80% | 減碼 |
| 31 | TWTRUSD | Twitter INC | -0.2% | -57.28% | 減碼 |
| 32 | KO | The Coca-Cola Company | -0.2% | -98.14% | 減碼 |
| 33 | DOW | Dow Chem Co | -0.2% | -64.59% | 減碼 |
| 34 | SMHC | VanEck China Semiconductor ETF | -0.2% | -92.74% | 減碼 |
| 35 | MS | Morgan Stanley | -0.2% | -11.75% | 減碼 |
| 36 | XLE | Ss Energy Select Sector | -0.2% | -48.23% | 減碼 |
| 37 | IWM | Ishares Russell 2000 ETF | -0.3% | -8.63% | 減碼 |
| 38 | AMZN | Amazon.com INC | -0.3% | -27.81% | 減碼 |
| 39 | GOF | Guggenheim Strategic Opportunities Fund | -0.3% | -78.75% | 減碼 |
| 40 | EA | Electronic Arts INC | -0.3% | -91.90% | 減碼 |
| 41 | FXI | Ishares China Large-cap ETF | -0.3% | -23.34% | 減碼 |
| 42 | PG | Procter & Gamble Co/the | -0.3% | -69.66% | 減碼 |
| 43 | AXP | American Express Co | -0.3% | -76.18% | 減碼 |
| 44 | JPM | Jpmorgan Chase & Co | -0.5% | -49.40% | 減碼 |
| 45 | ✓ | -0.6% | -70.11% | 減碼 | |
| 46 | ✓ | Powershares Qqq Trust Ser 1 | -0.6% | -35.19% | 減碼 |
| 47 | MSFT | Microsoft CORP | -0.6% | -46.95% | 減碼 |
| 48 | GS | Goldman Sachs Group INC | -0.7% | -51.67% | 減碼 |
| 49 | EFA | Ishares Msci Eafe ETF | -1.4% | -64.35% | 減碼 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.7% | -12.70% | 減碼 |