CIK: 0001656167
申報總市值
US$1.4億
| # | 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 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 4.06% | -0.77% | +74.34% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.79% | -0.70% | -5.80% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.61% | -0.66% | +3.93% | |
| 4 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 2.51% | — | -46.75% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.37% | -0.61% | +0.51% | |
| 6 | IDUB | Aptus Intl Enhan Yld ETF | ETF-其他 | 2.18% | — | +92.10% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.09% | -0.11% | -5.46% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.06% | — | — | |
| 9 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 2.03% | — | +76.77% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.99% | -0.60% | +25.70% | |
| 11 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.82% | — | -5.55% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.81% | — | +202.85% | |
| 13 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 1.80% | — | +57.61% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.59% | — | — | |
| 15 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-其他 | 1.32% | -0.10% | +79.56% | |
| 16 | MBB | Ishares Mbs ETF | ETF-其他 | 1.29% | — | -11.94% | |
| 17 | CRM | Salesforce INC | 股票-科技 | 1.26% | -0.19% | -13.07% | |
| 18 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.18% | -0.11% | +0.91% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.12% | — | -26.20% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.12% | — | +140.35% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.09% | -0.62% | — | |
| 22 | WMT | Walmart INC | 股票-非循環性消費 | 1.09% | — | -1.33% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 1.07% | +0.26% | -6.17% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.04% | +1.84% | -33.77% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.03% | -0.16% | +3.47% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.03% | -0.18% | -8.63% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.00% | +1.91% | -33.97% | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.99% | -0.25% | -4.01% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.99% | -0.19% | -6.65% | |
| 30 | DFAT | Dimensional US Target Value | ETF-其他 | 0.94% | — | — | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.94% | — | +195.56% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.93% | — | -6.13% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.91% | -0.19% | +0.53% | |
| 34 | ABBV | Abbvie INC | 股票-醫療保健 | 0.84% | +0.44% | +2.95% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | — | -1.85% | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.83% | — | +7.32% | |
| 37 | HD | Home Depot INC | 股票-循環性消費 | 0.79% | — | +113.59% | |
| 38 | ETN | Eaton Corporation plc | 股票-工業 | 0.79% | — | +2.11% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.79% | -0.09% | +17.86% | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.76% | -0.19% | -3.11% | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.76% | — | — | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.76% | -0.30% | +44.24% | |
| 43 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.76% | — | -6.45% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | +0.21% | +4.99% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.71% | — | — | |
| 46 | NZF | Nuveen Municipal Credit INC | 股票-其他 | 0.71% | — | -2.18% | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.70% | — | +9.28% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | -0.22% | -7.47% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | — | -3.22% | |
| 50 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.68% | -0.25% | — |