CIK: 0001486066
申報總市值
US$36.6億
僅顯示前 200 大持股（共 608 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.47% | — | +166.28% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.45% | — | +867.23% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.35% | — | +125.22% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 1.13% | — | — | |
| 5 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.12% | — | +57.42% | |
| 6 | AAPL | Apple INC | 股票-科技 | 1.12% | — | +745.27% | |
| 7 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.05% | — | +3341.93% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.82% | — | +41.35% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.82% | — | — | |
| 10 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.78% | — | — | |
| 11 | T | At&t INC | 股票-通訊服務 | 0.75% | — | +2238.33% | |
| 12 | PM | Philip Morris International | 股票-非循環性消費 | 0.72% | — | +1009.48% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | — | — | |
| 14 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.69% | — | +1241.17% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.68% | — | — | |
| 16 | LBEUR | L Brands INC | 股票-其他 | 0.67% | — | — | |
| 17 | ABBV | Abbvie INC | 股票-醫療保健 | 0.67% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | — | +635.94% | |
| 19 | HON | Honeywell International INC | 股票-工業 | 0.65% | — | — | |
| 20 | F | Ford Motor Co | 股票-循環性消費 | 0.62% | — | — | |
| 21 | HD | Home Depot INC | 股票-循環性消費 | 0.62% | — | — | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.62% | — | +163.48% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.60% | — | +445.36% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | — | +1187.38% | |
| 25 | BLKCHF | Blackrock INC | 股票-其他 | 0.57% | — | — | |
| 26 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.55% | — | — | |
| 27 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.54% | — | +346.25% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.54% | — | +1923.07% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.53% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.53% | — | — | |
| 31 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.53% | — | — | |
| 32 | LMT | Lockheed Martin CORP | 股票-工業 | 0.52% | — | +1682.87% | |
| 33 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.51% | — | +390.52% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.51% | — | +1475.59% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.50% | — | — | |
| 36 | DOW | Dow Chem Co | 股票-原物料 | 0.50% | — | — | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.50% | — | — | |
| 38 | ✓ | United Dev Funding Xxxregistration Revoked By THE Sec Eff: 08/13/20 | 股票-其他 | 0.50% | — | +325.90% | |
| 39 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.50% | — | — | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.49% | — | — | |
| 41 | SO | Southern Co/the | 股票-公用事業 | 0.49% | — | +1715.17% | |
| 42 | BKNG | Booking Hldgs INC | 股票-循環性消費 | 0.49% | — | +997.28% | |
| 43 | FXH | First Trust Health Care Alph | ETF-其他 | 0.49% | — | +733.33% | |
| 44 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 0.49% | — | — | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.48% | — | +111.85% | |
| 46 | BAX | Baxter International INC | 股票-醫療保健 | 0.48% | — | — | |
| 47 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.47% | — | +1483.55% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.47% | — | -37.54% | |
| 49 | MBB | Ishares Mbs ETF | ETF-其他 | 0.47% | — | +14.06% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.47% | — | +1569.77% |