CIK: 0001697740
申報總市值
US$4.6億
| # | 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 18.06% | -0.49% | +1.48% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 14.89% | — | +2.98% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 13.55% | -0.35% | +2.30% | |
| 4 | JHML | John Hancock Multi Fact Lrg | ETF-其他 | 12.22% | +0.02% | +3.04% | |
| 5 | USIG | Ishares Broad Usd Investment | ETF-其他 | 8.88% | — | +22.97% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 8.48% | -0.22% | -1.39% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 5.52% | — | +2.58% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 5.37% | -0.04% | +0.90% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.15% | — | -7.55% | |
| 10 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 2.80% | +0.09% | +3.27% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.72% | -0.35% | -10.73% | |
| 12 | TECH | Bio-techne CORP | 股票-醫療保健 | 0.97% | -0.03% | -5.93% | |
| 13 | CSX | Csx CORP | 股票-工業 | 0.67% | +0.06% | +0.04% | |
| 14 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.53% | -0.03% | +0.34% | |
| 15 | PGX | Invesco Preferred ETF | ETF-其他 | 0.47% | — | +6.64% | |
| 16 | AAPL | Apple INC | 股票-科技 | 0.46% | -0.08% | +256.17% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.42% | +0.28% | — | |
| 18 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.39% | — | +6.25% | |
| 19 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.28% | — | — | |
| 20 | BA | Boeing Co/the | 股票-工業 | 0.25% | — | — | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.17% | +0.01% | — | |
| 22 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.17% | +0.01% | — | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.16% | +0.01% | +0.62% | |
| 24 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.14% | +0.05% | — | |
| 25 | CAT | Caterpillar INC | 股票-工業 | 0.13% | +0.04% | — | |
| 26 | UNP | Union Pacific CORP | 股票-工業 | 0.13% | — | — |