CIK: 0001534843
申報總市值
US$4.6億
僅顯示前 200 大持股（共 234 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 20.93% | — | -3.36% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 16.71% | — | -4.02% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 5.74% | — | -29.16% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.37% | — | +1.80% | |
| 5 | XLI | Ss Industrial Select Sector | ETF-其他 | 4.11% | — | -2.74% | |
| 6 | XLF | Ss Financial Select Sector | ETF-其他 | 3.89% | — | +28.44% | |
| 7 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 3.32% | — | +33.03% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | — | +10.94% | |
| 9 | BA | Boeing Co/the | 股票-工業 | 1.45% | — | +2.49% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.41% | — | +20.05% | |
| 11 | CSCO | Cisco Systems INC | 股票-科技 | 1.28% | — | +6.14% | |
| 12 | TXN | Texas Instruments INC | 股票-科技 | 1.27% | — | -8.88% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.15% | — | — | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.09% | — | +2.92% | |
| 15 | HD | Home Depot INC | 股票-循環性消費 | 1.07% | — | +7.08% | |
| 16 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 1.06% | — | -4.67% | |
| 17 | ABBV | Abbvie INC | 股票-醫療保健 | 1.05% | — | +2.34% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | — | +15.06% | |
| 19 | ACN | Accenture plc | 股票-科技 | 1.05% | — | +4.21% | |
| 20 | VLO | Valero Energy CORP | 股票-能源 | 0.92% | — | +4.56% | |
| 21 | USB | US Bancorp | 股票-金融 | 0.88% | — | +31.92% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.87% | — | +1.10% | |
| 23 | ROK | Rockwell Automation INC | 股票-工業 | 0.83% | — | +1.74% | |
| 24 | WDC | Western Digital CORP | 股票-科技 | 0.77% | — | +4.65% | |
| 25 | MA | Mastercard INC - A | 股票-金融 | 0.72% | — | +3.67% | |
| 26 | ADBE | Adobe INC | 股票-科技 | 0.70% | — | +4.76% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.69% | — | +2.84% | |
| 28 | PAYX | Paychex INC | 股票-科技 | 0.67% | — | +3.25% | |
| 29 | VFC | Vf CORP | 股票-循環性消費 | 0.66% | — | +37.00% | |
| 30 | LMT | Lockheed Martin CORP | 股票-工業 | 0.66% | — | -0.09% | |
| 31 | BBY | Best Buy Co INC | 股票-循環性消費 | 0.64% | — | +4.07% | |
| 32 | IPG | Interpublic Group Of Cos INC | 股票-其他 | 0.63% | — | +42.49% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | +3.37% | |
| 34 | ADP | Automatic Data Processing | 股票-科技 | 0.62% | — | +5.16% | |
| 35 | CMI | Cummins INC | 股票-工業 | 0.62% | — | +2.23% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.59% | — | -10.54% | |
| 37 | MMM | 3m Co | 股票-工業 | 0.58% | — | -43.38% | |
| 38 | SPG | Simon Property Group INC | 股票-房地產 | 0.58% | — | — | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.57% | — | -4.41% | |
| 40 | SYY | Sysco CORP | 股票-非循環性消費 | 0.51% | — | +5.88% | |
| 41 | GAP | Gap Inc/the | 股票-循環性消費 | 0.49% | — | +25.53% | |
| 42 | WM | Waste Management INC | 股票-工業 | 0.47% | — | +2.26% | |
| 43 | WEC | Wec Energy Group INC | 股票-公用事業 | 0.47% | — | +3.08% | |
| 44 | GPN | Global Payments INC | 股票-工業 | 0.47% | — | -0.77% | |
| 45 | MSCI | Msci INC | 股票-金融 | 0.43% | — | +3.92% | |
| 46 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.39% | — | +120772.73% | |
| 47 | MO | Altria Group INC | 股票-非循環性消費 | 0.38% | — | +18.83% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.38% | — | -2.19% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.34% | — | -46.43% | |
| 50 | NEE | Nextera Energy INC | 股票-公用事業 | 0.33% | — | +1.46% |