CIK: 0001534843
申報總市值
US$4.6億
僅顯示前 200 大持股（共 244 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 | 14.72% | — | -4.65% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.96% | — | -22.20% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 4.81% | — | -15.74% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 4.31% | — | -26.15% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.25% | — | +5.77% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.11% | — | -6.43% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.17% | — | -17.57% | |
| 8 | XLE | Ss Energy Select Sector | ETF-其他 | 2.02% | — | +4.97% | |
| 9 | EMLP | First Trust North American E | ETF-其他 | 1.95% | — | -0.59% | |
| 10 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.78% | — | — | |
| 11 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 1.78% | — | -7.15% | |
| 12 | HD | Home Depot INC | 股票-循環性消費 | 1.74% | — | -7.18% | |
| 13 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 1.60% | — | -11.10% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.59% | — | +313.56% | |
| 15 | TGT | Target CORP | 股票-循環性消費 | 1.59% | — | +1.99% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.48% | — | -6.55% | |
| 17 | ACN | Accenture plc | 股票-科技 | 1.44% | — | -5.85% | |
| 18 | HPQ | Hp INC | 股票-科技 | 1.38% | — | +33334.02% | |
| 19 | DVN | Devon Energy CORP | 股票-能源 | 1.37% | — | +51114.08% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.35% | — | +1291.04% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.32% | — | -49.03% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.31% | — | +458.23% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.28% | — | +260.94% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工業 | 1.24% | — | +81.15% | |
| 25 | PEP | Pepsico INC | 股票-非循環性消費 | 1.18% | — | -19.38% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.18% | — | -7.65% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.15% | — | -13.08% | |
| 28 | BX | Blackstone INC | 股票-金融 | 1.12% | — | -34.92% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.11% | — | -20.64% | |
| 30 | ABBV | Abbvie INC | 股票-醫療保健 | 1.11% | — | +347.14% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.08% | — | +1664.81% | |
| 32 | MET | Metlife INC | 股票-金融 | 1.08% | — | -4.11% | |
| 33 | UPS | United Parcel Service-cl B | 股票-工業 | 1.04% | — | -28.56% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.99% | — | +85.15% | |
| 35 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.94% | — | — | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.94% | — | +1165.38% | |
| 37 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.87% | — | -21.88% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.81% | — | +0.00% | |
| 39 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.72% | — | — | |
| 40 | PAYX | Paychex INC | 股票-科技 | 0.70% | — | -48.82% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.68% | — | — | |
| 42 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.68% | — | +1071.88% | |
| 43 | BLKCHF | Blackrock INC | 股票-其他 | 0.59% | — | -66.56% | |
| 44 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.56% | — | +3097.62% | |
| 45 | DKS | Dick's Sporting Goods INC | 股票-循環性消費 | 0.56% | — | -40.19% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.55% | — | +14.89% | |
| 47 | MS | Morgan Stanley | 股票-金融 | 0.53% | — | -51.21% | |
| 48 | XLF | Ss Financial Select Sector | ETF-其他 | 0.53% | — | +8837.03% | |
| 49 | CG | Carlyle Group Inc/the | 股票-金融 | 0.51% | — | -0.93% | |
| 50 | EOG | Eog Resources INC | 股票-能源 | 0.51% | — | -20.72% |