CIK: 0001594540
申報總市值
US$4.7億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 41.89% | +0.09% | +8.83% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 32.83% | +1.85% | +9.49% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 19.56% | — | +9.04% | |
| 4 | WAL | Western Alliance Bancorp | 股票-金融 | 2.27% | — | — | |
| 5 | ABBV | Abbvie INC | 股票-醫療保健 | 0.65% | — | — | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | — | -56.71% | |
| 7 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.49% | — | — | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.46% | — | +2.41% | |
| 9 | BYD | Boyd Gaming CORP | 股票-循環性消費 | 0.40% | — | — | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.39% | — | — | |
| 11 | WFC | Wells Fargo & Co | 股票-金融 | 0.20% | — | — | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.13% | — | +0.28% | |
| 13 | UNP | Union Pacific CORP | 股票-工業 | 0.10% | — | -72.65% | |
| 14 | GME | GameStop Corp. | 股票-循環性消費 | 0.10% | — | +3.19% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.1% | +8.83% | 加碼 |
| 2 | EFA | Ishares Msci Eafe ETF | +0.3% | +9.04% | 加碼 |
| 3 | WAL | Western Alliance Bancorp | +0.1% | — | 不變 |
| 4 | BYD | Boyd Gaming CORP | 0% | — | 不變 |
| 5 | ABT | Abbott Laboratories | — | — | 不變 |
| 6 | IVV | Ishares Core S&p 500 ETF | — | +2.41% | 加碼 |
| 7 | JNJ | Johnson & Johnson | — | +0.28% | 加碼 |
| 8 | GME | GameStop Corp. | — | +3.19% | 加碼 |
| 9 | ABBV | Abbvie INC | 0% | — | 不變 |
| 10 | GOVT | Ishares US Treasury Bond ETF | -0.1% | — | 不變 |
| 11 | UNP | Union Pacific CORP | -0.4% | -72.65% | 減碼 |
| 12 | XOM | Exxon Mobil CORP | -0.7% | -56.71% | 減碼 |
| 13 | IEF | Ishares 7-10 Year Treasury B | -0.9% | +9.49% | 加碼 |
| 14 | CVX | Chevron CORP | — | EXIT | 清倉 |
| 15 | VEA | Vanguard Ftse Developed ETF | — | EXIT | 清倉 |
| 16 | WFC | Wells Fargo & Co | — | NEW | 新建倉 |
| 17 | T | At&t INC | — | EXIT | 清倉 |