CIK: 0001694435
申報總市值
US$19.8億
僅顯示前 200 大持股（共 637 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 | MSFT | Microsoft CORP | 股票-科技 | 3.29% | — | +0.42% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.12% | — | -1.50% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 1.85% | +0.40% | +0.83% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.72% | +0.61% | +1.66% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.68% | — | +6.71% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.43% | -0.33% | +7.56% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.19% | — | -6.55% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.18% | — | +13.25% | |
| 9 | FTCS | First Trust Capital Strength | ETF-其他 | 1.15% | — | -4.65% | |
| 10 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型股與成長 | 1.15% | — | +4.17% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.04% | +0.22% | -11.26% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.00% | +0.26% | -5.46% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.98% | -0.74% | +149.87% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.96% | — | -1.08% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.93% | — | +38.74% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.86% | — | +3.30% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.84% | — | +61.29% | |
| 18 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.82% | — | +2.96% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | — | +2.79% | |
| 20 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 0.81% | — | +0.83% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.79% | — | +15.13% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.76% | — | +159.39% | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 0.72% | +0.20% | -18.19% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.71% | — | +1.90% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.70% | — | +1.17% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.69% | — | -13.78% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.69% | — | +150.09% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.68% | — | +332.37% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.63% | — | +117.72% | |
| 30 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.63% | +0.44% | +7.10% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.60% | — | +6.31% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | +1.66% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | -0.20% | +8.88% | |
| 34 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.56% | — | +2.58% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.54% | — | +0.08% | |
| 36 | DHR | Danaher CORP | 股票-醫療保健 | 0.53% | — | +0.31% | |
| 37 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.51% | — | -16.10% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.50% | — | +11.39% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.50% | — | — | |
| 40 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.50% | — | — | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | +0.25% | +0.51% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | -0.32% | EXIT | |
| 43 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.48% | — | — | |
| 44 | HD | Home Depot INC | 股票-循環性消費 | 0.48% | — | +0.67% | |
| 45 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.48% | — | — | |
| 46 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.48% | — | +43.79% | |
| 47 | USDU | Wisdomtree Bbg Usd Bullish | ETF-其他 | 0.47% | — | — | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.46% | — | +4.25% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.46% | — | -8.76% | |
| 50 | XLE | Ss Energy Select Sector | ETF-其他 | 0.46% | -0.65% | +197.29% |