CIK: 0001690010
申報總市值
US$55.7億
僅顯示前 200 大持股（共 2291 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 8.81% | +2.08% | +5.70% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 5.46% | -0.10% | +3.77% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.73% | — | -4.63% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.59% | -0.34% | +33.05% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.83% | — | +5.16% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.68% | — | +10.99% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.60% | -0.16% | +6.73% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.94% | — | +0.69% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.72% | — | +4.71% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.52% | +0.11% | +4.27% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.45% | — | +12.94% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.40% | — | +11.61% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.23% | — | +57.10% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | -0.66% | +9.98% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.99% | -0.09% | +4.47% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.96% | -0.12% | +11.82% | |
| 17 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.95% | — | -0.47% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.90% | — | +3.85% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.86% | — | +14.92% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.84% | -0.15% | +14.85% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.83% | — | -2.46% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.83% | +0.09% | -0.17% | |
| 23 | NFLX | Netflix INC | 股票-通訊服務 | 0.78% | — | +4.94% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.77% | — | +0.00% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.76% | — | +5.55% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.67% | — | -0.83% | |
| 27 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.66% | — | +0.67% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.66% | -0.21% | +5.73% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | — | -0.92% | |
| 30 | BND | Vanguard Total Bond Market | ETF-其他 | 0.60% | — | +2.02% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | -0.07% | +17.13% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.55% | -3.48% | +0.25% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.52% | +0.11% | +14.30% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | +0.05% | +7.41% | |
| 35 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.49% | — | +32.56% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.48% | — | +7.80% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.46% | — | +16.97% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.44% | — | +74.63% | |
| 39 | EPD | Enterprise Products Partners | 股票-能源 | 0.43% | — | +2.86% | |
| 40 | HD | Home Depot INC | 股票-循環性消費 | 0.41% | — | +9.71% | |
| 41 | CRM | Salesforce INC | 股票-科技 | 0.41% | -0.12% | +13.56% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.39% | — | +0.64% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.38% | — | -0.04% | |
| 44 | PYPL | Paypal Holdings INC | 股票-金融 | 0.37% | — | +2.59% | |
| 45 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.37% | — | +1.43% | |
| 46 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.37% | — | -0.58% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.36% | +0.10% | +1.96% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.36% | — | -5.72% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.35% | — | -2.02% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.34% | — | -7.15% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +1% | +33.05% | 加碼 |
| 2 | BSV | Vanguard Short-term Bond ETF | +0.3% | +57.10% | 加碼 |
| 3 | GILD | Gilead Sciences INC | +0.3% | +435.88% | 加碼 |
| 4 | AMZN | Amazon.com INC | +0.2% | +6.73% | 加碼 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.2% | +74.63% | 加碼 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +12.94% | 加碼 |
| 7 | WP | Worldpay Inc-class A | +0.1% | +253.35% | 加碼 |
| 8 | MSFT | Microsoft CORP | +0.1% | +9.98% | 加碼 |
| 9 | VZ | Verizon Communications INC | +0.1% | +32.56% | 加碼 |
| 10 | VHT | Vanguard Health Care ETF | +0.1% | +144.41% | 加碼 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +14.92% | 加碼 |
| 12 | LLY | Eli Lilly & Co | +0.1% | +16.41% | 加碼 |
| 13 | NVDA | Nvidia CORP | +0.1% | +23.84% | 加碼 |
| 14 | C | Citigroup INC | +0.1% | +99.67% | 加碼 |
| 15 | SYMCEUR | Symantec CORP | +0.1% | +19742.40% | 加碼 |
| 16 | CSCO | Cisco Systems INC | +0.1% | +16.97% | 加碼 |
| 17 | CRM | Salesforce INC | +0.1% | +13.56% | 加碼 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +89.75% | 加碼 |
| 19 | TTEN | Totalenergies Se -spon Adr | +0.1% | +138.20% | 加碼 |
| 20 | ICSH | Ishares Ultra Short Duration | +0.1% | +98.12% | 加碼 |
| 21 | STAA | Staar Surgical Co | +0.1% | +31.26% | 加碼 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +14.85% | 加碼 |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +17.13% | 加碼 |
| 24 | BMY | Bristol-myers Squibb Co | +0.1% | +33.64% | 加碼 |
| 25 | RDS-A | Shell Plc-spon Adr-a | +0.1% | +172.92% | 加碼 |
| 26 | ILMN | Illumina INC | 0% | +10.00% | 加碼 |
| 27 | CMCSA | Comcast Corp-class A | 0% | +41.94% | 加碼 |
| 28 | IJR | Ishares Core S&p Small-cap E | 0% | +10.99% | 加碼 |
| 29 | V | Visa Inc-class A Shares | 0% | +4.47% | 加碼 |
| 30 | JNJ | Johnson & Johnson | 0% | +7.41% | 加碼 |
| 31 | AMGN | Amgen INC | 0% | +25.54% | 加碼 |
| 32 | TMO | Thermo Fisher Scientific INC | 0% | +11.57% | 加碼 |
| 33 | PFE | Pfizer INC | 0% | +2.08% | 加碼 |
| 34 | VIG | Vanguard Dividend Apprec ETF | — | +5.55% | 加碼 |
| 35 | HD | Home Depot INC | — | +9.71% | 加碼 |
| 36 | GOOG | Alphabet Inc-cl C | 0% | +5.73% | 加碼 |
| 37 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +4.71% | 加碼 |
| 38 | FTEC | Fidelity Msci Info Tech Indx | -0.1% | -0.47% | 減碼 |
| 39 | ITB | Ishares U.s. Home Constructi | -0.1% | -91.12% | 減碼 |
| 40 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | +11.61% | 加碼 |
| 41 | EFA | Ishares Msci Eafe ETF | -0.1% | -40.33% | 減碼 |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.1% | +5.70% | 加碼 |
| 43 | VB | Vanguard Small-cap ETF | -0.1% | +5.16% | 加碼 |
| 44 | MRVL | Marvell Technology, Inc. | -0.2% | EXIT | 清倉 |
| 45 | VO | Vanguard Mid-cap ETF | -0.2% | +0.69% | 加碼 |
| 46 | VV | Vanguard Large-cap ETF | -0.2% | +3.77% | 加碼 |
| 47 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.3% | -39.04% | 減碼 |
| 48 | IEFA | Ishares Core Msci Eafe ETF | -0.7% | -4.63% | 減碼 |
| 49 | ✓ | PUT (SPY) SPDR S&P 500 ETF Mar 29 19 $290 (100 SHS) | — | NEW | 新建倉 |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | 新建倉 |