CIK: 0001932496
申報總市值
US$4.2億
| # | 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 14.93% | — | -32.68% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 12.58% | — | -26.99% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 11.23% | — | +499.35% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 8.94% | — | +169.64% | |
| 5 | SYK | Stryker CORP | 股票-醫療保健 | 8.24% | — | -0.56% | |
| 6 | AAPL | Apple INC | 股票-科技 | 7.11% | — | +0.94% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 4.69% | — | — | |
| 8 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 3.30% | — | -15.07% | |
| 9 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 2.71% | — | -1.20% | |
| 10 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.64% | — | -8.55% | |
| 11 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 1.35% | — | -29.27% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.15% | — | +570.72% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.01% | — | +252.98% | |
| 14 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.87% | — | -2.64% | |
| 15 | MBWM | Mercantile Bank CORP | 股票-其他 | 0.78% | — | — | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.77% | — | +17.69% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.73% | — | +64.60% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.71% | — | -16.78% | |
| 19 | RJF | Raymond James Financial INC | 股票-金融 | 0.61% | — | — | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | — | -2.89% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 0.60% | — | — | |
| 22 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.55% | — | -16.89% | |
| 23 | SMMV | Ishares Msci USA Small-cap M | ETF-其他 | 0.47% | — | -37.84% | |
| 24 | ISCB | Ishares Morningstar Sm Cap | ETF-其他 | 0.46% | — | +3.42% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.44% | — | — | |
| 26 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.43% | — | -25.62% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.43% | — | +3.23% | |
| 28 | ACN | Accenture plc | 股票-科技 | 0.43% | — | +2.37% | |
| 29 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.40% | — | +2.48% | |
| 30 | ZTS | Zoetis INC | 股票-醫療保健 | 0.39% | — | +15.07% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | — | +19.36% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.34% | — | -14.53% | |
| 33 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.33% | — | -9.17% | |
| 34 | TSLA | Tesla INC | 股票-循環性消費 | 0.31% | — | -14.75% | |
| 35 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.31% | — | -4.61% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.28% | — | — | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.27% | — | +0.02% | |
| 38 | CSX | Csx CORP | 股票-工業 | 0.26% | — | — | |
| 39 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.25% | — | — | |
| 40 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.25% | — | +25.94% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.23% | — | — | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.22% | — | +7.16% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.22% | — | — | |
| 44 | BND | Vanguard Total Bond Market | ETF-其他 | 0.21% | — | -11.84% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.20% | — | -0.03% | |
| 46 | KEL | Kellanova | 股票-其他 | 0.20% | — | -8.47% | |
| 47 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-其他 | 0.20% | — | -17.81% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.19% | — | +7.25% | |
| 49 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.19% | — | — | |
| 50 | PFE | Pfizer INC | 股票-醫療保健 | 0.18% | — | -11.31% |