CIK: 0001810099
申報總市值
US$10.5億
僅顯示前 200 大持股（共 673 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 3.41% | — | +15.34% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.15% | — | +7.10% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.10% | — | +9.09% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.92% | — | +9.43% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.89% | — | +8.66% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 2.77% | — | +8.59% | |
| 7 | DUK | Duke Energy CORP | 股票-公用事業 | 2.60% | — | +0.87% | |
| 8 | USRT | Ishares Core US Reit ETF | ETF-其他 | 2.41% | — | +12.82% | |
| 9 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 2.25% | — | +11.73% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.20% | -0.17% | +0.57% | |
| 11 | ABBV | Abbvie INC | 股票-醫療保健 | 2.19% | — | +38.39% | |
| 12 | T | At&t INC | 股票-通訊服務 | 2.15% | — | -28.34% | |
| 13 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 2.06% | — | +2.37% | |
| 14 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 2.05% | — | -3.37% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.94% | — | +8.49% | |
| 16 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.91% | +0.35% | +1.99% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.86% | — | +8.39% | |
| 18 | CSCO | Cisco Systems INC | 股票-科技 | 1.78% | — | -0.35% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.76% | — | -0.37% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.62% | — | +6.99% | |
| 21 | C | Citigroup INC | 股票-金融 | 1.59% | — | +6.55% | |
| 22 | WMT | Walmart INC | 股票-非循環性消費 | 1.58% | -0.80% | -3.07% | |
| 23 | GM | General Motors Co | 股票-循環性消費 | 1.53% | — | +5.25% | |
| 24 | GRMN | Garmin Ltd. | 股票-科技 | 1.39% | — | -3.62% | |
| 25 | UPS | United Parcel Service-cl B | 股票-工業 | 1.36% | — | +801.68% | |
| 26 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.34% | — | +8009.23% | |
| 27 | S76 | Store Capital CORP | 股票-其他 | 1.32% | — | -2.46% | |
| 28 | DLR | Digital Realty Trust INC | 股票-房地產 | 1.31% | — | -0.49% | |
| 29 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.31% | -0.28% | +15.72% | |
| 30 | AMGN | Amgen INC | 股票-醫療保健 | 1.29% | — | +5.81% | |
| 31 | DRI | Darden Restaurants INC | 股票-循環性消費 | 1.28% | — | -2.16% | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.26% | — | +15.86% | |
| 33 | UFS | Domtar CORP | 股票-其他 | 1.25% | — | -6.34% | |
| 34 | BBTUSD | Bb&t CORP | 股票-其他 | 1.23% | — | +12.60% | |
| 35 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 1.12% | — | +15.02% | |
| 36 | INTC | Intel CORP | 股票-科技 | 1.07% | — | +13.35% | |
| 37 | CF | Cf Industries Holdings INC | 股票-原物料 | 1.07% | — | +6.72% | |
| 38 | PSX | Phillips 66 | 股票-能源 | 1.02% | — | -1.49% | |
| 39 | VLO | Valero Energy CORP | 股票-能源 | 1.00% | — | +6.44% | |
| 40 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 0.98% | — | +7.14% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.96% | — | -2.05% | |
| 42 | LGLV | Spdr US Lc Low Vol Idx | ETF-其他 | 0.96% | — | +8.08% | |
| 43 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.95% | — | +6.95% | |
| 44 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.93% | — | -3.17% | |
| 45 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-其他 | 0.87% | — | +8.30% | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.86% | — | +9.04% | |
| 47 | GLOF | Ishares Global Equity Factor | ETF-其他 | 0.80% | — | +10.02% | |
| 48 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.76% | — | +4.59% | |
| 49 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.75% | — | +3.43% | |
| 50 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.74% | — | -2.31% |