CIK: 0001730811
申報總市值
US$1290.6萬
| # | 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 | 10.63% | -0.87% | EXIT | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 9.14% | — | +3.87% | |
| 3 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 8.84% | — | +2.92% | |
| 4 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 7.64% | — | +0.13% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.55% | -7.83% | +9.59% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.86% | +2.24% | -7.23% | |
| 7 | FPX | First Trust US Equity Opport | ETF-其他 | 3.75% | — | +27.31% | |
| 8 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 3.08% | +8.79% | +2.39% | |
| 9 | AADR | Advisorshares Dorsey Wright | ETF-其他 | 2.96% | — | +33.06% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.64% | -6.24% | EXIT | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.61% | -0.66% | EXIT | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.56% | +0.10% | +835.05% | |
| 13 | ✓ | Corporate Capital Trust | 股票-其他 | 2.30% | — | +6.18% | |
| 14 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.20% | — | — | |
| 15 | HDV | Ishares Core High Dividend E | ETF-其他 | 2.04% | — | +9.72% | |
| 16 | ✓ | Invesco Exchange Traded Fd T | 股票-其他 | 1.95% | — | +34.71% | |
| 17 | IYF | Ishares US Financials ETF | ETF-其他 | 1.69% | +1.41% | -5.59% | |
| 18 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 1.60% | — | +24.87% | |
| 19 | ✓ | Invesco Exch Trd Slf Idx Fd | 股票-其他 | 1.58% | — | +25.30% | |
| 20 | RZG | Invesco S&p Smallcap 600 Pur | ETF-其他 | 1.54% | — | +32.90% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.53% | -3.13% | EXIT | |
| 22 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 1.46% | +4.24% | +1.81% | |
| 23 | PEY | Invesco High Yield Equity Di | ETF-非投資等級債 | 1.36% | — | +38.06% | |
| 24 | SOXL | Direxion Daily Semiconductor Bull 3X Shares | 股票-其他 | 1.28% | — | +39.83% | |
| 25 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股與成長 | 1.24% | +4.99% | -1.63% | |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.23% | +2.68% | +8.14% | |
| 27 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.91% | +1.76% | +4.97% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.89% | -2.26% | EXIT | |
| 29 | FXO | First Trust Financial Alphad | ETF-其他 | 0.80% | -0.51% | EXIT | |
| 30 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.79% | -2.00% | EXIT | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.77% | — | -5.02% | |
| 32 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.74% | +3.63% | +18.43% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.68% | -1.89% | EXIT | |
| 34 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.64% | — | — | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.62% | -1.97% | EXIT | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.61% | -1.88% | EXIT | |
| 37 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.56% | — | -5.14% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.54% | -1.29% | EXIT | |
| 39 | BND | Vanguard Total Bond Market | ETF-其他 | 0.53% | -1.36% | EXIT | |
| 40 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.52% | -1.61% | EXIT | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.46% | +0.61% | +1.15% | |
| 42 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.43% | -0.57% | EXIT | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.40% | -1.49% | EXIT | |
| 44 | GWPH | Gw Pharmaceuticals LTD | 股票-其他 | 0.36% | -1.16% | EXIT | |
| 45 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 0.29% | — | +21.64% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.27% | -0.65% | EXIT | |
| 47 | ABBV | Abbvie INC | 股票-醫療保健 | 0.27% | — | -11.92% | |
| 48 | DEUS | Xtrackers Russell US Multi | ETF-其他 | 0.25% | — | -48.13% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.24% | -0.59% | EXIT | |
| 50 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.23% | -1.21% | EXIT |