CIK: 0001728121
申報總市值
US$9.0億
僅顯示前 200 大持股（共 2349 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 | 4.72% | +0.84% | +4.55% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.80% | +1.35% | +1.12% | |
| 3 | ADBE | Adobe INC | 股票-科技 | 1.67% | — | +0.46% | |
| 4 | T | At&t INC | 股票-通訊服務 | 1.62% | — | +6.76% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.53% | — | +1.85% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.52% | -0.23% | +1.35% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.31% | — | +1.31% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.30% | +0.64% | -3.52% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.28% | -0.17% | +0.01% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.17% | — | +1.00% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.10% | -0.14% | -2.69% | |
| 12 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.08% | — | -1.65% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.04% | — | +10.25% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.78% | — | +3.34% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.77% | -0.93% | +1.64% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.77% | -0.18% | +0.27% | |
| 17 | PFE | Pfizer INC | 股票-醫療保健 | 0.76% | — | +1.02% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 0.75% | — | +18.86% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.73% | — | -0.18% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.71% | — | -1.10% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.68% | — | +0.32% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.67% | +0.44% | +7.34% | |
| 23 | BA | Boeing Co/the | 股票-工業 | 0.64% | — | +0.60% | |
| 24 | NFLX | Netflix INC | 股票-通訊服務 | 0.63% | -0.21% | +5.95% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.62% | — | +13.87% | |
| 26 | HD | Home Depot INC | 股票-循環性消費 | 0.61% | — | -7.44% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.59% | -0.17% | -8.70% | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 0.58% | — | +3.77% | |
| 29 | MO | Altria Group INC | 股票-非循環性消費 | 0.57% | — | -3.71% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.57% | — | -1.21% | |
| 31 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.56% | — | -2.79% | |
| 32 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.54% | — | +26.51% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | — | +2.20% | |
| 34 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.51% | — | -0.97% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.51% | — | -1.17% | |
| 36 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.50% | -0.13% | -5.54% | |
| 37 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.50% | — | -2.59% | |
| 38 | NYCBEUR | New York Community Bancorp | 股票-其他 | 0.50% | — | +13.68% | |
| 39 | GD | General Dynamics CORP | 股票-工業 | 0.49% | — | -0.49% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.47% | — | +0.91% | |
| 41 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.44% | — | +1.26% | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.43% | — | -1.38% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | — | +4.33% | |
| 44 | HON | Honeywell International INC | 股票-工業 | 0.41% | -0.19% | EXIT | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.40% | — | +1.50% | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.39% | — | +0.43% | |
| 47 | PYPL | Paypal Holdings INC | 股票-金融 | 0.39% | — | +27.02% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.38% | — | +19.33% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工業 | 0.38% | — | +0.15% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.38% | +0.25% | -8.15% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.8% | +4.55% | 加碼 |
| 2 | AMZN | Amazon.com INC | +0.2% | +1.85% | 加碼 |
| 3 | EVRG | Evergy INC | +0.2% | +115166.67% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.1% | +1.35% | 加碼 |
| 5 | IBM | Intl Business Machines CORP | +0.1% | +18.86% | 加碼 |
| 6 | NVDA | Nvidia CORP | +0.1% | +7.34% | 加碼 |
| 7 | PFE | Pfizer INC | +0.1% | +1.02% | 加碼 |
| 8 | BIDU | Baidu INC - Spon Adr | +0.1% | +302.80% | 加碼 |
| 9 | T | At&t INC | +0.1% | +6.76% | 加碼 |
| 10 | JNJ | Johnson & Johnson | +0.1% | +1.00% | 加碼 |
| 11 | PYPL | Paypal Holdings INC | +0.1% | +27.02% | 加碼 |
| 12 | AMD | Advanced Micro Devices | +0.1% | -18.62% | 減碼 |
| 13 | STT | State Street CORP | +0.1% | +1367.44% | 加碼 |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +302.26% | 加碼 |
| 15 | ADBE | Adobe INC | +0.1% | +0.46% | 加碼 |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +26.51% | 加碼 |
| 17 | QCOM | Qualcomm INC | +0.1% | +0.43% | 加碼 |
| 18 | CHLUSD | China Mobile Ltd-spon Adr | +0.1% | +3751.32% | 加碼 |
| 19 | VIAB | Viacom Inc-class B | +0.1% | +165.22% | 加碼 |
| 20 | EFA | Ishares Msci Eafe ETF | +0.1% | +123.89% | 加碼 |
| 21 | UNGUSD | US Natural Gas Fund LP | +0.1% | +6323.17% | 加碼 |
| 22 | SCHA | Schwab US Small-cap ETF | +0.1% | +13.87% | 加碼 |
| 23 | SCHM | Schwab US Mid Cap ETF | +0.1% | +19.33% | 加碼 |
| 24 | ✓ | ETF Managers Tr | +0.1% | +59.60% | 加碼 |
| 25 | ARNCCHF | Arconic INC | +0.1% | +63.60% | 加碼 |
| 26 | RDN | Radian Group INC | +0.1% | — | 不變 |
| 27 | LLY | Eli Lilly & Co | +0.1% | -0.54% | 減碼 |
| 28 | COST | Costco Wholesale CORP | 0% | +0.27% | 加碼 |
| 29 | V | Visa Inc-class A Shares | 0% | +4.33% | 加碼 |
| 30 | HON | Honeywell International INC | 0% | +1.78% | 加碼 |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +1.12% | 加碼 |
| 32 | BA | Boeing Co/the | 0% | +0.60% | 加碼 |
| 33 | CSCO | Cisco Systems INC | 0% | -1.21% | 減碼 |
| 34 | SCHB | Schwab US Broad Market ETF | 0% | +3.34% | 加碼 |
| 35 | SCHG | Schwab US Large-cap Growth | 0% | +1.64% | 加碼 |
| 36 | SCHP | Schwab U.s. Tips ETF | 0% | +10.25% | 加碼 |
| 37 | WHR | Whirlpool CORP | -0.1% | -69.10% | 減碼 |
| 38 | AMC | AMC Entertainment Holdings, Inc. | -0.1% | -99.46% | 減碼 |
| 39 | SCHO | Schwab Short-term US Treas | -0.1% | -15.17% | 減碼 |
| 40 | SH1USD | Proshares Short S&p500 | -0.1% | -76.43% | 減碼 |
| 41 | GIS | General Mills INC | -0.1% | -56.31% | 減碼 |
| 42 | NTNX | Nutanix INC - A | -0.1% | -15.93% | 減碼 |
| 43 | GLD | Spdr Gold Shares | -0.1% | -20.90% | 減碼 |
| 44 | AEP | American Electric Power Company, Inc. | -0.2% | -2.59% | 減碼 |
| 45 | META | Meta Platforms Inc-class A | -0.2% | -8.70% | 減碼 |
| 46 | UVXY | ProShares Ultra VIX Short-Term Futures ETF | — | EXIT | 清倉 |
| 47 | VALE | Vale S.A. | — | EXIT | 清倉 |
| 48 | MUB | Ishares National Muni Bond E | — | NEW | 新建倉 |
| 49 | BHC | Bausch Health Cos INC | — | NEW | 新建倉 |
| 50 | ONL | Orion Properties Inc. | — | NEW | 新建倉 |