CIK: 0001694435
申報總市值
US$19.8億
僅顯示前 200 大持股(共 412 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 | IAU | Ishares Gold Trust | ETF-避險與商品 | 8.35% | — | +8699.43% | |
| 2 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 6.54% | — | +7668.88% | |
| 3 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 5.90% | — | +4886.10% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.21% | — | +9.71% | |
| 5 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.99% | — | +1832.21% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.95% | — | +3.58% | |
| 7 | VKI | Invesco Adv Muni INC Tr Ii | 股票-其他 | 2.13% | — | +2.84% | |
| 8 | FTCS | First Trust Capital Strength | ETF-其他 | 1.59% | — | +3.62% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.34% | — | -7.54% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.04% | — | +3.22% | |
| 11 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.97% | — | +36.80% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.96% | — | +89.26% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.86% | — | +2.89% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.85% | — | +2.48% | |
| 15 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型股與成長 | 0.80% | — | +37.61% | |
| 16 | ACN | Accenture plc | 股票-科技 | 0.74% | — | +6.52% | |
| 17 | DHR | Danaher CORP | 股票-醫療保健 | 0.72% | — | +1.70% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.69% | — | +12.96% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.69% | +0.24% | +1.29% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.66% | — | +7.82% | |
| 21 | ARKK | Ark Innovation ETF | ETF-其他 | 0.66% | — | -12.11% | |
| 22 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.65% | — | -2.40% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | +0.25% | +13.09% | |
| 24 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.60% | — | +3.10% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | — | +8.60% | |
| 26 | TSLA | Tesla INC | 股票-循環性消費 | 0.55% | — | -5.45% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.55% | — | +0.82% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | -0.32% | EXIT | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | -0.20% | +5.75% | |
| 30 | ROP | Roper Technologies INC | 股票-科技 | 0.51% | — | +8.06% | |
| 31 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.51% | — | +11.44% | |
| 32 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.49% | -0.74% | +25.71% | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.48% | — | +9.31% | |
| 34 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.47% | -0.62% | +6.07% | |
| 35 | UNP | Union Pacific CORP | 股票-工業 | 0.46% | — | +6.48% | |
| 36 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.45% | — | +37.85% | |
| 37 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.45% | +0.44% | +165.09% | |
| 38 | PNQI | Invesco Nasdaq Internet ETF | ETF-科技型 | 0.44% | — | -7.71% | |
| 39 | WM | Waste Management INC | 股票-工業 | 0.44% | — | +0.83% | |
| 40 | SPGI | S&p Global INC | 股票-金融 | 0.43% | — | +933.63% | |
| 41 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.43% | — | +6.83% | |
| 42 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.41% | — | +509.96% | |
| 43 | PSA | Public Storage | 股票-房地產 | 0.41% | — | +1.27% | |
| 44 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.40% | — | -2.84% | |
| 45 | AKX | Ansys INC | 股票-其他 | 0.39% | — | +1.05% | |
| 46 | PEP | Pepsico INC | 股票-非循環性消費 | 0.38% | — | +6.96% | |
| 47 | HON | Honeywell International INC | 股票-工業 | 0.38% | -0.17% | EXIT | |
| 48 | SYK | Stryker CORP | 股票-醫療保健 | 0.38% | — | +4.56% | |
| 49 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.37% | — | +20.77% | |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.37% | -0.63% | +19.36% |