CIK: 0001599579
申報總市值
US$41.0億
僅顯示前 178 大持股（共 378 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 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.02% | +0.16% | -12.82% | |
| 2 | KLAC | Kla CORP | 股票-科技 | 0.02% | — | +3.43% | |
| 3 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.02% | — | -3.10% | |
| 4 | FDX | Fedex CORP | 股票-工業 | 0.02% | — | +2.24% | |
| 5 | MMM | 3m Co | 股票-工業 | 0.02% | — | +2.82% | |
| 6 | PANW | Palo Alto Networks INC | 股票-科技 | 0.02% | — | -0.11% | |
| 7 | KMI | Kinder Morgan INC | 股票-能源 | 0.02% | — | +1.33% | |
| 8 | CNC | Centene CORP | 股票-醫療保健 | 0.02% | — | -0.65% | |
| 9 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.02% | — | +2.75% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.02% | — | — | |
| 11 | CTVA | Corteva INC | 股票-原物料 | 0.02% | — | +0.18% | |
| 12 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.02% | — | +3.44% | |
| 13 | ENR | Energizer Holdings INC | 股票-其他 | 0.02% | — | -6.97% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.02% | +0.25% | -4.24% | |
| 15 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.02% | — | +37.50% | |
| 16 | INTC | Intel CORP | 股票-科技 | 0.02% | — | -0.50% | |
| 17 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.02% | — | -2.59% | |
| 18 | MTB | M & T Bank CORP | 股票-金融 | 0.02% | — | +0.24% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.02% | — | — | |
| 20 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.01% | — | -5.53% | |
| 21 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.01% | — | +0.70% | |
| 22 | ELV | Elevance Health INC | 股票-醫療保健 | 0.01% | — | -9.28% | |
| 23 | MS | Morgan Stanley | 股票-金融 | 0.01% | — | -0.14% | |
| 24 | AVMV | Avantis US Mid Cap Val ETF | ETF-其他 | 0.01% | — | +6.66% | |
| 25 | NBH | Neuberger Municipal Fund INC | 股票-其他 | 0.01% | — | — | |
| 26 | DFGP | Dimensional Glbl Core Pl Fix | ETF-其他 | 0.01% | — | +10.96% | |
| 27 | DHR | Danaher CORP | 股票-醫療保健 | 0.01% | — | -15.71% | |
| 28 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.01% | — | +26.64% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工業 | 0.01% | — | -0.62% | |
| 30 | NSC | Norfolk Southern CORP | 股票-工業 | 0.01% | — | +0.30% | |
| 31 | ETHE | Grayscale Ethereum Staking E | ETF-其他 | 0.01% | — | — | |
| 32 | CI | THE Cigna Group | 股票-醫療保健 | 0.01% | — | -0.06% | |
| 33 | HON | Honeywell International INC | 股票-工業 | 0.01% | — | +1.95% | |
| 34 | CAH | Cardinal Health INC | 股票-醫療保健 | 0.01% | — | +4.77% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.01% | — | +0.30% | |
| 36 | NEM | Newmont CORP | 股票-原物料 | 0.01% | — | — | |
| 37 | COR | Cencora INC | 股票-醫療保健 | 0.01% | — | +12.75% | |
| 38 | SRE | Sempra | 股票-公用事業 | 0.01% | — | +1.78% | |
| 39 | COP | Conocophillips | 股票-能源 | 0.01% | — | +2.26% | |
| 40 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.01% | — | — | |
| 41 | AVSD | Avantis Reps Intern Equi ETF | ETF-其他 | 0.01% | — | — | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.01% | +0.09% | +0.04% | |
| 43 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.01% | — | — | |
| 44 | TCV | Towle Value ETF | ETF-其他 | 0.01% | — | — | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.01% | — | — | |
| 46 | VTWV | Vanguard Russell 2000 Value | ETF-中小型股 | 0.01% | — | — | |
| 47 | MQY | Blackrock Muniyield Quality | 股票-其他 | 0.01% | — | — | |
| 48 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.01% | — | +4.25% | |
| 49 | DE | Deere & Co | 股票-工業 | 0.01% | — | +0.42% | |
| 50 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.01% | — | +1.22% |