CIK: 0001641652
申報總市值
US$5.2億
僅顯示前 200 大持股(共 881 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 | MRNA | Moderna INC | 股票-醫療保健 | 24.99% | — | -1.23% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.30% | — | -0.49% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.22% | — | -1.74% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.05% | — | +14.48% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.15% | — | +2.23% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.82% | — | +13.63% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.66% | — | +22.08% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.64% | — | +2.21% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.48% | — | +2.28% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.36% | — | +933.81% | |
| 11 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.33% | — | +138.21% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 1.14% | — | +40.30% | |
| 13 | NEE | Nextera Energy INC | 股票-公用事業 | 1.14% | — | +285.05% | |
| 14 | PFE | Pfizer INC | 股票-醫療保健 | 1.12% | — | +6.36% | |
| 15 | MMM | 3m Co | 股票-工業 | 1.09% | — | +60.71% | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 0.98% | — | -5.36% | |
| 17 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.95% | — | -5.93% | |
| 18 | PEP | Pepsico INC | 股票-非循環性消費 | 0.90% | — | +5.69% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 0.88% | — | -1.13% | |
| 20 | RTX | Rtx CORP | 股票-工業 | 0.86% | — | +1.47% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.86% | — | +16.09% | |
| 22 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.85% | — | +2.10% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.84% | — | -4.47% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | — | +29.83% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.79% | — | -0.35% | |
| 26 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.70% | — | +13.12% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.67% | — | +16.27% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | — | +0.46% | |
| 29 | ABBV | Abbvie INC | 股票-醫療保健 | 0.66% | — | -4.74% | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.65% | — | -7.26% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.63% | — | -0.36% | |
| 32 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.63% | — | -4.10% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.62% | — | +6.46% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.61% | — | +20.63% | |
| 35 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.59% | — | -2.20% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.56% | — | -4.78% | |
| 37 | BND | Vanguard Total Bond Market | ETF-其他 | 0.53% | — | +1.55% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.52% | — | +60.14% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.52% | — | -11.01% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.50% | — | +19.02% | |
| 41 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.50% | — | -1.23% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.50% | — | -0.19% | |
| 43 | ROP | Roper Technologies INC | 股票-科技 | 0.49% | — | -6.84% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.48% | — | -1.39% | |
| 45 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.45% | — | +30.46% | |
| 46 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.43% | — | +15.84% | |
| 47 | TSLA | Tesla INC | 股票-循環性消費 | 0.42% | — | +0.65% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.42% | — | -13.81% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.41% | — | -0.67% | |
| 50 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.40% | — | +14.80% |