CIK: 0001534843
申報總市值
US$4.6億
僅顯示前 200 大持股(共 214 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 | 20.52% | — | +1.79% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 15.58% | — | +0.09% | |
| 3 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 6.08% | — | +139.21% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.59% | — | +1.41% | |
| 5 | XLI | Ss Industrial Select Sector | ETF-其他 | 3.81% | — | +3.31% | |
| 6 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 3.63% | — | +81.31% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.01% | — | +4.09% | |
| 8 | XLF | Ss Financial Select Sector | ETF-其他 | 1.82% | — | -46.48% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.81% | — | +1.12% | |
| 10 | BA | Boeing Co/the | 股票-工業 | 1.54% | — | +3.31% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.51% | — | -15.82% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.49% | — | +14.82% | |
| 13 | CSCO | Cisco Systems INC | 股票-科技 | 1.48% | — | +1.18% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.35% | — | +3.21% | |
| 15 | TXN | Texas Instruments INC | 股票-科技 | 1.18% | — | +1.46% | |
| 16 | ACN | Accenture plc | 股票-科技 | 1.16% | — | +1.43% | |
| 17 | HD | Home Depot INC | 股票-循環性消費 | 1.16% | — | +1.87% | |
| 18 | BBY | Best Buy Co INC | 股票-循環性消費 | 1.15% | — | +15.40% | |
| 19 | SPG | Simon Property Group INC | 股票-房地產 | 1.06% | — | +82.28% | |
| 20 | VLO | Valero Energy CORP | 股票-能源 | 0.99% | — | +3.22% | |
| 21 | TGT | Target CORP | 股票-循環性消費 | 0.94% | — | +77.58% | |
| 22 | ADP | Automatic Data Processing | 股票-科技 | 0.94% | — | -0.73% | |
| 23 | IPG | Interpublic Group Of Cos INC | 股票-其他 | 0.94% | — | +2.19% | |
| 24 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.90% | — | -3.41% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.89% | — | +84128.57% | |
| 26 | VFC | Vf CORP | 股票-循環性消費 | 0.85% | — | +10.90% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.83% | — | -0.67% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.81% | — | -2.24% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工業 | 0.78% | — | +2.58% | |
| 30 | ADBE | Adobe INC | 股票-科技 | 0.76% | — | -0.28% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.75% | — | +6683.45% | |
| 32 | NEE | Nextera Energy INC | 股票-公用事業 | 0.73% | — | +31.92% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.68% | — | +0.94% | |
| 34 | USB | US Bancorp | 股票-金融 | 0.66% | — | -19.48% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | — | +1.21% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.65% | — | +0.35% | |
| 37 | WM | Waste Management INC | 股票-工業 | 0.60% | — | +2.71% | |
| 38 | PACWUSD | Pacwest Bancorp | 股票-其他 | 0.57% | — | +70.36% | |
| 39 | SYY | Sysco CORP | 股票-非循環性消費 | 0.54% | — | +4.00% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.53% | — | +0.34% | |
| 41 | GPN | Global Payments INC | 股票-工業 | 0.52% | — | +9.96% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.48% | — | — | |
| 43 | WEC | Wec Energy Group INC | 股票-公用事業 | 0.45% | — | +2.22% | |
| 44 | MSCI | Msci INC | 股票-金融 | 0.44% | — | -0.38% | |
| 45 | PLD | Prologis INC | 股票-房地產 | 0.39% | — | +3.12% | |
| 46 | VUG | Vanguard Growth ETF | ETF-其他 | 0.38% | — | — | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.29% | — | — | |
| 48 | LNT | Alliant Energy CORP | 股票-公用事業 | 0.28% | — | +1.52% | |
| 49 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.28% | — | +0.37% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.27% | — | +0.01% |