CIK: 0001730814
申報總市值
US$6.1億
僅顯示前 200 大持股（共 318 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 | 4.43% | -0.44% | +3.01% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.14% | — | +0.31% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.98% | -0.74% | -26.86% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.86% | -0.25% | +3.89% | |
| 5 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.53% | -0.22% | +6.17% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.38% | -0.35% | +5.36% | |
| 7 | PFE | Pfizer INC | 股票-醫療保健 | 2.13% | — | +6.72% | |
| 8 | BAC | Bank Of America CORP | 股票-金融 | 1.96% | -0.30% | +4.83% | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 1.93% | — | +11.97% | |
| 10 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.89% | — | +12.07% | |
| 11 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 1.87% | +0.13% | +5.43% | |
| 12 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.79% | — | +4.96% | |
| 13 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.79% | +0.14% | +6.13% | |
| 14 | ETN | Eaton Corporation plc | 股票-工業 | 1.73% | +0.11% | +5.09% | |
| 15 | HD | Home Depot INC | 股票-循環性消費 | 1.70% | — | +4.99% | |
| 16 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.67% | -0.32% | +5.49% | |
| 17 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.59% | -0.28% | +4.18% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.59% | +0.11% | +5.78% | |
| 19 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 1.55% | — | +5.10% | |
| 20 | BLKCHF | Blackrock INC | 股票-其他 | 1.46% | — | +5.19% | |
| 21 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.41% | +0.13% | +5.15% | |
| 22 | FFIV | F5 INC | 股票-科技 | 1.40% | — | +5.24% | |
| 23 | TGT | Target CORP | 股票-循環性消費 | 1.39% | +0.14% | -20.78% | |
| 24 | CMCO | Columbus Mckinnon Corp/ny | 股票-其他 | 1.39% | — | +47.95% | |
| 25 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.33% | — | +3.31% | |
| 26 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.31% | — | +5.02% | |
| 27 | TFC | Truist Financial CORP | 股票-金融 | 1.30% | — | +11.45% | |
| 28 | HON | Honeywell International INC | 股票-工業 | 1.28% | — | +5.03% | |
| 29 | DLTR | Dollar Tree INC | 股票-非循環性消費 | 1.21% | — | +15.01% | |
| 30 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.21% | — | +33085.85% | |
| 31 | BAX | Baxter International INC | 股票-醫療保健 | 1.20% | — | +597500.00% | |
| 32 | PLD | Prologis INC | 股票-房地產 | 1.19% | — | +5.16% | |
| 33 | INTC | Intel CORP | 股票-科技 | 1.17% | — | +15.64% | |
| 34 | CSX | Csx CORP | 股票-工業 | 1.17% | — | +652.81% | |
| 35 | GLW | Corning INC | 股票-科技 | 1.16% | — | +7904.24% | |
| 36 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.15% | -1.16% | EXIT | |
| 37 | CIEN | Ciena CORP | 股票-科技 | 1.15% | — | +5.31% | |
| 38 | FISV | Fiserv INC | 股票-其他 | 1.14% | — | +5.27% | |
| 39 | WMT | Walmart INC | 股票-非循環性消費 | 1.14% | -1.11% | +10.58% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.13% | — | +8.71% | |
| 41 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.12% | -0.39% | — | |
| 42 | PSX | Phillips 66 | 股票-能源 | 1.11% | +1.38% | NEW | |
| 43 | EMR | Emerson Electric Co | 股票-工業 | 1.02% | -1.06% | EXIT | |
| 44 | XYL | Xylem INC | 股票-工業 | 0.97% | -0.17% | -40.33% | |
| 45 | DUK | Duke Energy CORP | 股票-公用事業 | 0.96% | +0.09% | +10.48% | |
| 46 | FIS | Fidelity National Info Serv | 股票-科技 | 0.91% | — | — | |
| 47 | PRU | Prudential Financial INC | 股票-金融 | 0.90% | — | +9.97% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.85% | — | +2.59% | |
| 49 | GO | Grocery Outlet Holding CORP | 股票-其他 | 0.81% | — | +4.79% | |
| 50 | ORI | Old Republic Intl CORP | 股票-金融 | 0.78% | — | +9.99% |