CIK: 0001540141
申報總市值
US$8.9億
僅顯示前 200 大持股（共 207 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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.12% | -0.53% | -0.51% | |
| 2 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 3.76% | — | +3.79% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.42% | — | -0.26% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.97% | +0.28% | -1.40% | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 2.85% | — | -0.91% | |
| 6 | WFC | Wells Fargo & Co | 股票-金融 | 2.82% | -0.78% | -2.83% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 2.74% | -0.44% | +0.68% | |
| 8 | VFH | Vanguard Financials ETF | ETF-其他 | 2.62% | +0.08% | -1.26% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 2.43% | -0.47% | +0.01% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.26% | +0.15% | -0.99% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.23% | +0.08% | -0.44% | |
| 12 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 2.02% | +0.06% | -0.05% | |
| 13 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.94% | -0.19% | +2.12% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.76% | -0.05% | -4.91% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.71% | — | -2.27% | |
| 16 | INTC | Intel CORP | 股票-科技 | 1.57% | -0.21% | +0.57% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.57% | +0.20% | -2.34% | |
| 18 | UTXZ | United Tech CORP | 股票-其他 | 1.56% | +0.08% | +0.85% | |
| 19 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.54% | +0.08% | -0.97% | |
| 20 | VDE | Vanguard Energy ETF | ETF-其他 | 1.47% | — | -1.76% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.43% | — | -0.75% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.42% | +0.28% | +0.67% | |
| 23 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.40% | +0.07% | +1.23% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.19% | +0.05% | +0.06% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.13% | +0.05% | -1.95% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 1.08% | — | -0.93% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | +0.07% | +0.19% | |
| 28 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.97% | — | -1.58% | |
| 29 | ✓ | 股票-其他 | 0.94% | — | -2.66% | ||
| 30 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.87% | — | -0.04% | |
| 31 | T | At&t INC | 股票-通訊服務 | 0.87% | — | -0.22% | |
| 32 | PFE | Pfizer INC | 股票-醫療保健 | 0.85% | +0.18% | -17.76% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | +0.09% | -6.01% | |
| 34 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.81% | +0.06% | -1.80% | |
| 35 | PEP | Pepsico INC | 股票-非循環性消費 | 0.80% | — | +0.33% | |
| 36 | YUM | Yum! Brands INC | 股票-循環性消費 | 0.79% | +0.06% | +13.95% | |
| 37 | ADP | Automatic Data Processing | 股票-科技 | 0.78% | — | +29.40% | |
| 38 | DUK | Du Pont E I De Nemour&Co | 股票-公用事業 | 0.76% | — | -0.34% | |
| 39 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.73% | — | -1.80% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.67% | — | +2.89% | |
| 41 | MMM | 3m Co | 股票-工業 | 0.67% | +0.05% | -4.49% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.65% | — | -1.03% | |
| 43 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.62% | — | +1.37% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.61% | — | +0.23% | |
| 45 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.59% | — | -0.98% | |
| 46 | PM | Philip Morris International | 股票-非循環性消費 | 0.58% | — | +34.27% | |
| 47 | MCK | Mckesson CORP | 股票-醫療保健 | 0.58% | — | +115.87% | |
| 48 | DUK | Duke Energy CORP | 股票-公用事業 | 0.57% | — | -1.18% | |
| 49 | FCX | Freeport-mcmoran INC | 股票-原物料 | 0.57% | — | +0.13% | |
| 50 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.54% | +0.04% | -1.42% |