CIK: 0001689232
申報總市值
US$4.6億
僅顯示前 200 大持股（共 223 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 9.69% | — | -4.60% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.31% | — | -4.28% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 4.14% | -4.68% | EXIT | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.02% | — | -0.69% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.88% | — | -5.48% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.53% | +1.35% | -5.95% | |
| 7 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 3.46% | — | -2.02% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.40% | — | -2.44% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.33% | — | -6.68% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.56% | — | — | |
| 11 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.32% | — | -1.53% | |
| 12 | CI | THE Cigna Group | 股票-醫療保健 | 0.96% | — | — | |
| 13 | LMT | Lockheed Martin CORP | 股票-工業 | 0.92% | — | — | |
| 14 | EG | Everest Group, Ltd. | 股票-金融 | 0.92% | — | — | |
| 15 | HES | Hess CORP | 股票-其他 | 0.90% | — | -3.11% | |
| 16 | GD | General Dynamics CORP | 股票-工業 | 0.90% | — | — | |
| 17 | WAB | Wabtec CORP | 股票-工業 | 0.89% | — | +150.56% | |
| 18 | HWM | Howmet Aerospace INC | 股票-工業 | 0.88% | — | +102.11% | |
| 19 | CAH | Cardinal Health INC | 股票-醫療保健 | 0.88% | — | — | |
| 20 | KEL | Kellanova | 股票-其他 | 0.87% | — | — | |
| 21 | SLB | Slb LTD | 股票-能源 | 0.86% | — | — | |
| 22 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.84% | — | -1.90% | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.84% | — | -0.51% | |
| 24 | GSG | Ishares S&p Gsci Commodity I | ETF-避險與商品 | 0.83% | — | -7.23% | |
| 25 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.83% | — | -3.12% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.82% | — | — | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.81% | — | -2.45% | |
| 28 | PCG | P G & E CORP | 股票-公用事業 | 0.81% | — | — | |
| 29 | EOG | Eog Resources INC | 股票-能源 | 0.80% | — | +90.34% | |
| 30 | ULTA | Ulta Beauty INC | 股票-循環性消費 | 0.80% | -0.44% | EXIT | |
| 31 | LW | Lamb Weston Holdings INC | 股票-非循環性消費 | 0.79% | — | — | |
| 32 | HUM | Humana INC | 股票-醫療保健 | 0.79% | — | — | |
| 33 | AMGN | Amgen INC | 股票-醫療保健 | 0.78% | — | — | |
| 34 | GWW | Ww Grainger INC | 股票-工業 | 0.78% | — | -2.31% | |
| 35 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.77% | — | -2.19% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.77% | — | -2.84% | |
| 37 | WRB | Wr Berkley CORP | 股票-金融 | 0.77% | — | — | |
| 38 | MCK | Mckesson CORP | 股票-醫療保健 | 0.76% | -0.41% | EXIT | |
| 39 | MRO* | Marathon Oil CORP | 股票-其他 | 0.75% | — | — | |
| 40 | ROL | Rollins INC | 股票-循環性消費 | 0.75% | -0.58% | EXIT | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.74% | — | -1.91% | |
| 42 | PTC | Ptc INC | 股票-科技 | 0.74% | — | — | |
| 43 | GIS | General Mills INC | 股票-非循環性消費 | 0.74% | — | -0.68% | |
| 44 | PWR | Quanta Services INC | 股票-工業 | 0.72% | — | -1.33% | |
| 45 | COP | Conocophillips | 股票-能源 | 0.71% | — | +6.99% | |
| 46 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.70% | +1.01% | -1.45% | |
| 47 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.70% | — | — | |
| 48 | NOC | Northrop Grumman CORP | 股票-工業 | 0.70% | -0.58% | EXIT | |
| 49 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.69% | +0.61% | -4.00% | |
| 50 | DVN | Devon Energy CORP | 股票-能源 | 0.68% | — | -1.17% |