CIK: 0001731359
申報總市值
US$2.5億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 9.24% | -0.26% | +9.51% | |
| 2 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 5.87% | — | -39.70% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 4.43% | — | +28.10% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 4.10% | — | +3.13% | |
| 5 | WPC | Wp Carey INC | 股票-房地產 | 3.73% | +0.28% | -5.31% | |
| 6 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 3.54% | — | +4.50% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.76% | — | +12.35% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.66% | -1.00% | -0.61% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 2.64% | +0.15% | +5.05% | |
| 10 | D | Dominion Energy INC | 股票-公用事業 | 2.60% | — | +6.96% | |
| 11 | XLE | Ss Energy Select Sector | ETF-其他 | 2.05% | — | +6.95% | |
| 12 | KBE | Ss Spdr S&p Bank ETF | ETF-其他 | 2.05% | — | -26.26% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.88% | — | +1.38% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.82% | +0.02% | +7.24% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.81% | — | +2.77% | |
| 16 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.70% | — | -0.03% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.65% | +0.14% | +14.69% | |
| 18 | IDLV | Invesco S&p International De | ETF-其他 | 1.51% | — | -24.09% | |
| 19 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 1.49% | — | -0.28% | |
| 20 | MO | Altria Group INC | 股票-非循環性消費 | 1.37% | +0.01% | -0.38% | |
| 21 | BA | Boeing Co/the | 股票-工業 | 1.31% | — | +139.87% | |
| 22 | BXUSD | Blackstone Group Lp/the | 股票-其他 | 1.24% | — | +3.18% | |
| 23 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 1.19% | — | +1.95% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.18% | -0.81% | +6.06% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.17% | — | +10.12% | |
| 26 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.16% | — | -3.09% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.15% | -0.08% | -2.70% | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 1.11% | — | +27.95% | |
| 29 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 1.11% | — | +12.00% | |
| 30 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.08% | — | +2.96% | |
| 31 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.95% | — | -14.93% | |
| 32 | PEP | Pepsico INC | 股票-非循環性消費 | 0.93% | — | +2.50% | |
| 33 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.92% | — | -70.31% | |
| 34 | MMM | 3m Co | 股票-工業 | 0.88% | — | -16.28% | |
| 35 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.85% | — | -0.20% | |
| 36 | XLF | Ss Financial Select Sector | ETF-其他 | 0.85% | — | -13.30% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.81% | — | -7.52% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.79% | — | — | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.77% | — | +48.81% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.74% | — | +58.14% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | — | -1.86% | |
| 42 | IDV | Ishares International Select | ETF-其他 | 0.71% | — | -8.48% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.71% | +0.13% | +0.04% | |
| 44 | PM | Philip Morris International | 股票-非循環性消費 | 0.71% | — | -27.88% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.71% | — | +2.97% | |
| 46 | T | At&t INC | 股票-通訊服務 | 0.68% | — | +16.55% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.65% | — | -6.90% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.64% | — | +6.23% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.61% | — | +6.87% | |
| 50 | HON | Honeywell International INC | 股票-工業 | 0.58% | — | +7.58% |