CIK: 0001728121
申報總市值
US$9.0億
僅顯示前 200 大持股（共 2288 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 | AAPL | Apple INC | 股票-科技 | 3.94% | +0.84% | -7.57% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.77% | +1.35% | -13.13% | |
| 3 | ADBE | Adobe INC | 股票-科技 | 1.60% | — | +0.26% | |
| 4 | T | At&t INC | 股票-通訊服務 | 1.54% | — | +5.79% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 1.41% | -0.17% | +0.14% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.38% | -0.23% | +2.50% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.36% | — | +5.38% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.35% | — | +0.16% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.34% | +0.64% | +3.65% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.17% | -0.14% | +9.50% | |
| 11 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.10% | — | +9.47% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.09% | — | +2.78% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.03% | — | +8.36% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.81% | -0.17% | -9.72% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.76% | — | -0.44% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.75% | -0.93% | +4.06% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.74% | — | -0.28% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.72% | -0.18% | +0.43% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.71% | — | -0.63% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 0.69% | — | +9.36% | |
| 21 | NFLX | Netflix INC | 股票-通訊服務 | 0.67% | -0.21% | -4.13% | |
| 22 | PFE | Pfizer INC | 股票-醫療保健 | 0.66% | — | -1.51% | |
| 23 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.66% | — | +20.49% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.66% | — | +0.43% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.62% | — | -7.84% | |
| 26 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.62% | — | -5.46% | |
| 27 | BA | Boeing Co/the | 股票-工業 | 0.61% | — | -0.48% | |
| 28 | MO | Altria Group INC | 股票-非循環性消費 | 0.59% | — | -3.20% | |
| 29 | ABBV | Abbvie INC | 股票-醫療保健 | 0.58% | — | +43.08% | |
| 30 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.57% | — | -1.12% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.56% | +0.44% | +0.59% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.56% | — | +0.44% | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.54% | — | -3.07% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.51% | — | -10.73% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | — | +0.66% | |
| 36 | NYCBEUR | New York Community Bancorp | 股票-其他 | 0.50% | — | -38.09% | |
| 37 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.49% | -0.13% | -2.37% | |
| 38 | GD | General Dynamics CORP | 股票-工業 | 0.48% | — | -9.64% | |
| 39 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.48% | — | +0.20% | |
| 40 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.47% | — | +0.88% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.47% | — | -1.60% | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.47% | — | -1.51% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.46% | +0.25% | -3.81% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.43% | — | -30.69% | |
| 45 | PM | Philip Morris International | 股票-非循環性消費 | 0.42% | — | -3.74% | |
| 46 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.41% | — | -7.55% | |
| 47 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.40% | -0.19% | -2.37% | |
| 48 | BKH | Black Hills CORP | 股票-公用事業 | 0.39% | — | +2.37% | |
| 49 | PEP | Pepsico INC | 股票-非循環性消費 | 0.39% | -0.16% | +4.42% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.37% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JNUGEUR | Dirx Dly Junr Gmi B2x Etf-ui | +0.2% | +6342.88% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +0.2% | +9.50% | 加碼 |
| 3 | AMZN | Amazon.com INC | +0.2% | +0.16% | 加碼 |
| 4 | ADBE | Adobe INC | +0.2% | +0.26% | 加碼 |
| 5 | ABBV | Abbvie INC | +0.2% | +43.08% | 加碼 |
| 6 | NFLX | Netflix INC | +0.1% | -4.13% | 減碼 |
| 7 | VZ | Verizon Communications INC | +0.1% | +9.47% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | +3.65% | 加碼 |
| 9 | CVX | Chevron CORP | +0.1% | +0.14% | 加碼 |
| 10 | MSFT | Microsoft CORP | +0.1% | +2.50% | 加碼 |
| 11 | AEP | American Electric Power Company, Inc. | +0.1% | +20.49% | 加碼 |
| 12 | CONE1EUR | Cyrusone INC | +0.1% | +193.72% | 加碼 |
| 13 | VLO | Valero Energy CORP | +0.1% | +117.83% | 加碼 |
| 14 | ABT | Abbott Laboratories | +0.1% | +72.60% | 加碼 |
| 15 | UVXY | ProShares Ultra VIX Short-Term Futures ETF | +0.1% | +437.81% | 加碼 |
| 16 | DIS | Walt Disney Co/the | +0.1% | +42.52% | 加碼 |
| 17 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | +97.10% | 加碼 |
| 18 | KRNY | Kearny Financial Corp/md | -0.1% | -75.86% | 減碼 |
| 19 | STZ | Constellation Brands Inc-a | -0.1% | -80.54% | 減碼 |
| 20 | IBM | Intl Business Machines CORP | -0.1% | -7.84% | 減碼 |
| 21 | PM | Philip Morris International | -0.1% | -3.74% | 減碼 |
| 22 | GOOGL | Alphabet Inc-cl A | -0.1% | -13.13% | 減碼 |
| 23 | GD | General Dynamics CORP | -0.2% | -9.64% | 減碼 |
| 24 | FBCUSD | Flagstar Bancorp INC | -0.2% | -51.97% | 減碼 |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | -0.2% | -30.69% | 減碼 |
| 26 | RDN | Radian Group INC | -0.3% | -40.36% | 減碼 |
| 27 | GDX | Vaneck Gold Miners ETF | -0.3% | -91.95% | 減碼 |
| 28 | NYCBEUR | New York Community Bancorp | -0.5% | -38.09% | 減碼 |
| 29 | XLE | Ss Energy Select Sector | -0.5% | -92.11% | 減碼 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建倉 |
| 31 | ✓ | Powershares Qqq Trust Ser 1 | — | EXIT | 清倉 |
| 32 | ✓ | Powershares Global ETF Trust | — | EXIT | 清倉 |
| 33 | PCYUSD | Invesco Emerging Markets Sov | — | EXIT | 清倉 |
| 34 | ANGL | Vaneck Fallen Angel High Yld | — | NEW | 新建倉 |
| 35 | ✓ | Powershares ETF Tr Ii | — | EXIT | 清倉 |
| 36 | SPHD | Invesco S&p 500 High Dividen | — | NEW | 新建倉 |
| 37 | CLBK | Columbia Financial INC | — | NEW | 新建倉 |
| 38 | SPLV | Invesco S&p 500 Low Volatili | — | NEW | 新建倉 |
| 39 | ✓ | Powershares ETF Tr Ii | — | EXIT | 清倉 |
| 40 | ✓ | Ddr CORP Com | — | EXIT | 清倉 |
| 41 | PCY | Invesco Emerging Markets Sov | — | NEW | 新建倉 |
| 42 | PGX | Invesco Preferred ETF | — | NEW | 新建倉 |
| 43 | SPHQ | Invesco S&p 500 Quality ETF | — | NEW | 新建倉 |
| 44 | ✓ | Powershares ETF Trust | — | EXIT | 清倉 |
| 45 | ARKG | Ark Genomic Revolution ETF | — | NEW | 新建倉 |
| 46 | ✓ | — | EXIT | 清倉 | |
| 47 | SITC | SITE Centers Corp. | — | NEW | 新建倉 |
| 48 | PJP | Invesco Pharmaceuticals ETF | — | NEW | 新建倉 |
| 49 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新建倉 |
| 50 | SCHD | Schwab U.S. Dividend Equity ETF | — | EXIT | 清倉 |