CIK: 0001728121
申報總市值
US$9.0億
僅顯示前 200 大持股（共 551 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 | 7.69% | +0.84% | +0.35% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.34% | -0.23% | -0.83% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.25% | — | -6.46% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.08% | +1.35% | +0.25% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.63% | +0.64% | +2.42% | |
| 6 | T | At&t INC | 股票-通訊服務 | 1.61% | — | +3.75% | |
| 7 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.26% | — | +12.17% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.24% | — | -1.02% | |
| 9 | ADBE | Adobe INC | 股票-科技 | 1.20% | — | +4.16% | |
| 10 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.15% | — | -9.70% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.06% | -0.17% | -2.91% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.92% | — | +224.63% | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.92% | — | +19.91% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 0.87% | +0.44% | -4.70% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.87% | -0.18% | -1.06% | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 0.85% | — | +10.26% | |
| 17 | AMGN | Amgen INC | 股票-醫療保健 | 0.81% | — | +0.78% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.80% | -0.17% | -6.48% | |
| 19 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.79% | — | -3.99% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.78% | — | -1.25% | |
| 21 | ABBV | Abbvie INC | 股票-醫療保健 | 0.77% | — | +30.61% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.76% | -0.93% | -1.79% | |
| 23 | CSCO | Cisco Systems INC | 股票-科技 | 0.75% | — | +1.58% | |
| 24 | QCOM | Qualcomm INC | 股票-科技 | 0.70% | — | +6.59% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.70% | — | -1.78% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.68% | — | +3.86% | |
| 27 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.67% | — | +0.32% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.64% | — | +21.29% | |
| 29 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.64% | -0.13% | +2.29% | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.64% | — | +3.38% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.62% | — | -8.69% | |
| 32 | SFST | Southern First Bancshares | 股票-其他 | 0.62% | — | -2.57% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | — | +2.54% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.60% | — | +1.73% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.60% | — | -52.96% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.58% | — | -7.46% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | -0.14% | +2.27% | |
| 38 | NFLX | Netflix INC | 股票-通訊服務 | 0.55% | -0.21% | -0.01% | |
| 39 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.53% | -0.19% | +16.82% | |
| 40 | PEP | Pepsico INC | 股票-非循環性消費 | 0.53% | -0.16% | +23.99% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.53% | +0.25% | -7.48% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.53% | — | +18.55% | |
| 43 | PYPL | Paypal Holdings INC | 股票-金融 | 0.52% | — | -23.18% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | — | -0.78% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.51% | — | +73.64% | |
| 46 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.50% | — | +8.79% | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.49% | — | -4.85% | |
| 48 | MO | Altria Group INC | 股票-非循環性消費 | 0.47% | — | +5.63% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | — | +0.35% | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.45% | +0.44% | -5.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +1.1% | +0.35% | 加碼 |
| 2 | SCHP | Schwab U.s. Tips ETF | +0.6% | +224.63% | 加碼 |
| 3 | FDN | First Trust Dj Internet Ind | +0.3% | +12.17% | 加碼 |
| 4 | ABBV | Abbvie INC | +0.2% | +30.61% | 加碼 |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +73.64% | 加碼 |
| 6 | ADBE | Adobe INC | +0.2% | +4.16% | 加碼 |
| 7 | PAAS | Pan American Silver CORP | +0.2% | +13.68% | 加碼 |
| 8 | NOW | Servicenow INC | +0.2% | +108.22% | 加碼 |
| 9 | HD | Home Depot INC | +0.1% | +10.26% | 加碼 |
| 10 | AMZN | Amazon.com INC | +0.1% | -6.46% | 減碼 |
| 11 | ✓ | ETF Managers Tr | +0.1% | +162.81% | 加碼 |
| 12 | GLDM1USD | Spdr Gold Minishares Trust | +0.1% | +76.25% | 加碼 |
| 13 | LOW | Lowe's Cos INC | +0.1% | +32.19% | 加碼 |
| 14 | LAD | Lithia Motors INC | +0.1% | +59.21% | 加碼 |
| 15 | SCHA | Schwab US Small-cap ETF | +0.1% | +18.55% | 加碼 |
| 16 | MSFT | Microsoft CORP | +0.1% | -0.83% | 減碼 |
| 17 | QCOM | Qualcomm INC | +0.1% | +6.59% | 加碼 |
| 18 | NVDA | Nvidia CORP | +0.1% | -4.70% | 減碼 |
| 19 | VUG | Vanguard Growth ETF | +0.1% | +43.19% | 加碼 |
| 20 | DG | Dollar General CORP | +0.1% | +42.38% | 加碼 |
| 21 | VNQ | Vanguard Real Estate ETF | +0.1% | +44.98% | 加碼 |
| 22 | SCHV | Schwab US Large-cap Value | +0.1% | +21.29% | 加碼 |
| 23 | PYPL | Paypal Holdings INC | +0.1% | -23.18% | 減碼 |
| 24 | PEP | Pepsico INC | +0.1% | +23.99% | 加碼 |
| 25 | GLD | Spdr Gold Shares | 0% | +16.82% | 加碼 |
| 26 | META | Meta Platforms Inc-class A | 0% | -6.48% | 減碼 |
| 27 | SCHG | Schwab US Large-cap Growth | 0% | -1.79% | 減碼 |
| 28 | GOOG | Alphabet Inc-cl C | — | +2.42% | 加碼 |
| 29 | V | Visa Inc-class A Shares | 0% | +2.54% | 加碼 |
| 30 | CSCO | Cisco Systems INC | 0% | +1.58% | 加碼 |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +0.25% | 加碼 |
| 32 | SCHB | Schwab US Broad Market ETF | 0% | -1.25% | 減碼 |
| 33 | CVX | Chevron CORP | 0% | -2.91% | 減碼 |
| 34 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | 0% | +19.91% | 加碼 |
| 35 | AMGN | Amgen INC | 0% | +0.78% | 加碼 |
| 36 | WBA | Walgreens Boots Alliance INC | -0.2% | -59.57% | 減碼 |
| 37 | T | At&t INC | -0.3% | +3.75% | 加碼 |
| 38 | SCHF | Schwab Intl Equity ETF | -0.8% | -52.96% | 減碼 |
| 39 | JNUG | Dirx Dly Junr Gmi B2x Etf-ui | — | NEW | 新建倉 |
| 40 | RTX | Rtx CORP | — | NEW | 新建倉 |
| 41 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | — | EXIT | 清倉 |
| 42 | TWLO | Twilio INC - A | — | NEW | 新建倉 |
| 43 | MRNA | Moderna INC | — | NEW | 新建倉 |
| 44 | XHB | Ss Spdr S&p Homebldrs ETF | — | NEW | 新建倉 |
| 45 | VDE | Vanguard Energy ETF | — | NEW | 新建倉 |
| 46 | ICSH | Ishares Ultra Short Duration | — | NEW | 新建倉 |
| 47 | JQUA | Jpmorgan US Quality Factor | — | NEW | 新建倉 |
| 48 | ✓ | Nikola CORP | — | NEW | 新建倉 |
| 49 | KHC | Kraft Heinz Co/the | — | NEW | 新建倉 |
| 50 | CRSP | CRISPR Therapeutics AG | — | NEW | 新建倉 |