CIK: 0001513038
申報總市值
US$6.0億
僅顯示前 200 大持股（共 255 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.61% | -0.77% | +0.00% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-其他 | 7.28% | -0.27% | +0.51% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.61% | — | -2.54% | |
| 4 | AAPL | Apple INC | 股票-科技 | 5.95% | -0.09% | -1.15% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 3.65% | +0.10% | +0.90% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.23% | +0.06% | -0.71% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.25% | +0.01% | +0.56% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.23% | -0.05% | -2.48% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 2.03% | — | -2.60% | |
| 10 | ✓ | Vanguard Mid Cap ETF | ETF-其他 | 1.98% | -0.19% | — | |
| 11 | HD | Home Depot INC | 股票-循環性消費 | 1.86% | — | -2.73% | |
| 12 | PEP | Pepsico INC | 股票-非循環性消費 | 1.85% | -0.25% | -1.72% | |
| 13 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.83% | +0.18% | -3.99% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.79% | — | -1.17% | |
| 15 | QCOM | Qualcomm INC | 股票-科技 | 1.75% | +0.03% | +1.21% | |
| 16 | ETN | Eaton Corporation plc | 股票-工業 | 1.66% | -0.01% | +0.43% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 1.59% | +0.26% | +1.13% | |
| 18 | DHR | Danaher CORP | 股票-醫療保健 | 1.57% | — | -1.28% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.55% | -0.51% | +5.40% | |
| 20 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.53% | -0.01% | -0.36% | |
| 21 | ACN | Accenture plc | 股票-科技 | 1.36% | — | -0.48% | |
| 22 | BLKCHF | Blackrock INC | 股票-其他 | 1.36% | — | -3.08% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.31% | -0.27% | +2.74% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.31% | — | -2.96% | |
| 25 | SYK | Stryker CORP | 股票-醫療保健 | 1.28% | — | -3.78% | |
| 26 | HON | Honeywell International INC | 股票-工業 | 1.11% | -0.89% | EXIT | |
| 27 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.10% | — | +0.78% | |
| 28 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.09% | — | +2.55% | |
| 29 | CB | Chubb Limited | 股票-金融 | 1.05% | — | -1.62% | |
| 30 | AMT | American Tower CORP | 股票-房地產 | 1.02% | -0.13% | +1.80% | |
| 31 | UPS | United Parcel Service-cl B | 股票-工業 | 1.02% | -0.03% | -1.23% | |
| 32 | INTC | Intel CORP | 股票-科技 | 1.01% | — | +5.90% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 1.00% | -0.01% | -3.06% | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.99% | — | -3.36% | |
| 35 | UNP | Union Pacific CORP | 股票-工業 | 0.98% | -0.06% | -3.30% | |
| 36 | PFE | Pfizer INC | 股票-醫療保健 | 0.95% | — | +0.16% | |
| 37 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.93% | +0.24% | +84.10% | |
| 38 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.92% | — | +2.36% | |
| 39 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.90% | — | -2.78% | |
| 40 | PNC | Pnc Financial Services Group | 股票-金融 | 0.88% | — | -0.52% | |
| 41 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.88% | — | -1.38% | |
| 42 | MDT | Medtronic plc | 股票-醫療保健 | 0.86% | -0.64% | -1.22% | |
| 43 | MET | Metlife INC | 股票-金融 | 0.84% | — | +0.39% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.84% | -0.14% | -2.68% | |
| 45 | TGT | Target CORP | 股票-循環性消費 | 0.83% | — | -0.78% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.78% | — | +1.70% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.74% | — | -5.92% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.73% | +0.04% | -7.12% | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.68% | — | +3.58% | |
| 50 | T | At&t INC | 股票-通訊服務 | 0.64% | -0.27% | +5.34% |