CIK: 0001741426
申報總市值
US$2.8億
| # | 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 | 8.97% | +0.08% | -2.63% | |
| 2 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 5.61% | -0.16% | +6.95% | |
| 3 | FTGC | First Trust Global Tactical | ETF-其他 | 2.93% | — | +2.77% | |
| 4 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 2.90% | — | -3.01% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.61% | +0.05% | +10.51% | |
| 6 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 2.35% | — | +7.31% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.28% | -0.01% | +9.59% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | — | +0.06% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.11% | +0.05% | +0.27% | |
| 10 | DE | Deere & Co | 股票-工業 | 1.78% | +0.01% | -7.49% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.64% | +0.07% | +6.05% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.62% | — | -5.17% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.50% | +0.05% | +3.86% | |
| 14 | FTCS | First Trust Capital Strength | ETF-其他 | 1.47% | — | -1.45% | |
| 15 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.46% | -0.24% | -16.50% | |
| 16 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.41% | — | +5.92% | |
| 17 | RQI | Cohen & Steers Qual INC Rlty | 股票-其他 | 1.24% | — | +5.50% | |
| 18 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 1.22% | — | -31.86% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.21% | +0.14% | +2.07% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.18% | +0.29% | +10.88% | |
| 21 | WMT | Walmart INC | 股票-非循環性消費 | 1.11% | -0.23% | +0.28% | |
| 22 | DFAI | Dimensional International Co | ETF-其他 | 1.03% | -0.06% | +25.98% | |
| 23 | WFC | Wells Fargo & Co | 股票-金融 | 1.02% | — | +35.03% | |
| 24 | HYLS | Ft Tactical High Yield ETF | ETF-非投資等級債 | 0.94% | — | +11.76% | |
| 25 | PPT | Putnam Premier Income Trust | 股票-其他 | 0.93% | — | +7.40% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.93% | +0.13% | +10.29% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.92% | -0.14% | EXIT | |
| 28 | PEP | Pepsico INC | 股票-非循環性消費 | 0.91% | — | +0.03% | |
| 29 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.89% | — | -11.29% | |
| 30 | FBT | First Trust Nyse Arca Biotec | ETF-其他 | 0.87% | +0.09% | +0.06% | |
| 31 | PFE | Pfizer INC | 股票-醫療保健 | 0.84% | — | +0.07% | |
| 32 | FXZ | First Trust Materials Alphad | ETF-其他 | 0.71% | — | -0.15% | |
| 33 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.70% | — | +0.06% | |
| 34 | XAWFX | Alliancebernstein Gl Hi INC | 股票-其他 | 0.70% | — | -3.94% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.68% | — | -25.11% | |
| 36 | USB | US Bancorp | 股票-金融 | 0.67% | — | +0.03% | |
| 37 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.65% | — | -13.22% | |
| 38 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.64% | — | -22.53% | |
| 39 | CP | Canadian Pacific Kansa F | 股票-工業 | 0.64% | — | -0.08% | |
| 40 | EMLP | First Trust North American E | ETF-其他 | 0.63% | — | +0.54% | |
| 41 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.63% | — | +9.35% | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.62% | — | +43.23% | |
| 43 | TSLA | Tesla INC | 股票-循環性消費 | 0.59% | +0.13% | +243.35% | |
| 44 | TRTN-PA | Triton International Limited | 股票-其他 | 0.58% | — | +0.65% | |
| 45 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.58% | — | +6.95% | |
| 46 | SUN | Sunoco LP | 股票-其他 | 0.54% | — | +6.78% | |
| 47 | CAT | Caterpillar INC | 股票-工業 | 0.54% | +0.20% | -18.77% | |
| 48 | EPD | Enterprise Products Partners | 股票-能源 | 0.52% | — | +0.74% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.51% | +0.10% | +1854.02% | |
| 50 | FEMS | First Trust Emerging Markets | ETF-新興市場 | 0.50% | — | +115.22% |