CIK: 0001694435
申報總市值
US$19.8億
僅顯示前 200 大持股（共 369 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 | AAPL | Apple INC | 股票-科技 | 3.03% | — | +0.65% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.50% | +0.61% | +7.44% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.31% | +0.40% | +7.65% | |
| 4 | ARKK | Ark Innovation ETF | ETF-其他 | 2.19% | — | +8.88% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.11% | — | -2.44% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.01% | — | +3.06% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | — | +13.43% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.83% | — | -19.25% | |
| 9 | TSLA | Tesla INC | 股票-循環性消費 | 1.54% | — | +1566.96% | |
| 10 | FTCS | First Trust Capital Strength | ETF-其他 | 1.53% | — | +19.00% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.43% | — | -0.29% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.40% | +0.26% | +0.38% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.18% | +0.22% | +41.60% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.11% | — | +6.53% | |
| 15 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 1.11% | -0.62% | -9.19% | |
| 16 | PNQI | Invesco Nasdaq Internet ETF | ETF-科技型 | 1.02% | — | -0.67% | |
| 17 | DHR | Danaher CORP | 股票-醫療保健 | 0.99% | — | -0.89% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.98% | — | -3.65% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.95% | -0.33% | +23.97% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.90% | +0.24% | +14.06% | |
| 21 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.86% | — | -1.89% | |
| 22 | ACN | Accenture plc | 股票-科技 | 0.86% | — | +0.48% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | -0.32% | EXIT | |
| 24 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.82% | — | +0.67% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.81% | — | +1.84% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.78% | — | +15.10% | |
| 27 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.77% | — | +3.22% | |
| 28 | AKX | Ansys INC | 股票-其他 | 0.77% | — | -0.78% | |
| 29 | BND | Vanguard Total Bond Market | ETF-其他 | 0.77% | +0.20% | -9.64% | |
| 30 | ROP | Roper Technologies INC | 股票-科技 | 0.70% | — | -0.76% | |
| 31 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.68% | — | -2.30% | |
| 32 | HON | Honeywell International INC | 股票-工業 | 0.68% | -0.17% | EXIT | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.66% | — | -0.04% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.64% | — | -9.80% | |
| 35 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.64% | — | +5.78% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.64% | — | -0.03% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | — | +1.67% | |
| 38 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.63% | — | -31.76% | |
| 39 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.60% | -0.74% | -14.49% | |
| 40 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.57% | — | +40.98% | |
| 41 | VRSK | Verisk Analytics INC | 股票-工業 | 0.55% | — | +3.01% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.55% | -0.24% | -0.73% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.54% | — | +12.01% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.54% | — | +5.08% | |
| 45 | IHS | Ihs Markit LTD | 股票-其他 | 0.54% | — | -2.17% | |
| 46 | ARKW | Ark Next Generation Internet | ETF-其他 | 0.54% | — | -0.39% | |
| 47 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.53% | — | -32.03% | |
| 48 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.53% | — | +6.54% | |
| 49 | MBB | Ishares Mbs ETF | ETF-其他 | 0.53% | — | -1.76% | |
| 50 | SYK | Stryker CORP | 股票-醫療保健 | 0.50% | — | +1.03% |