CIK: 0001727592
申報總市值
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| # | 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 | 3.59% | -2.64% | EXIT | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.40% | -3.09% | EXIT | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.00% | -4.69% | EXIT | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.80% | -0.90% | EXIT | |
| 5 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 2.08% | — | — | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.94% | — | — | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.89% | — | — | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.81% | -1.19% | EXIT | |
| 9 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.77% | — | — | |
| 10 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.76% | — | — | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.59% | — | — | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.47% | -0.64% | EXIT | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.45% | — | — | |
| 14 | MO | Altria Group INC | 股票-非循環性消費 | 1.36% | — | — | |
| 15 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.35% | -0.59% | EXIT | |
| 16 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 1.31% | -0.74% | EXIT | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.67% | EXIT | |
| 18 | PFE | Pfizer INC | 股票-醫療保健 | 1.14% | -0.54% | EXIT | |
| 19 | WEP | Magellan Midstream Partners | 股票-其他 | 1.12% | — | — | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | -3.17% | EXIT | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.04% | — | — | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 1.02% | — | — | |
| 23 | ABBV | Abbvie INC | 股票-醫療保健 | 1.00% | -0.61% | EXIT | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | — | — | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 0.94% | -0.80% | EXIT | |
| 26 | NLYEUR | Annaly Capital Management In | 股票-其他 | 0.90% | — | — | |
| 27 | BFOR | Barron's 400 ETF | ETF-其他 | 0.90% | — | — | |
| 28 | T | At&t INC | 股票-通訊服務 | 0.89% | -0.50% | EXIT | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.89% | — | — | |
| 30 | BA | Boeing Co/the | 股票-工業 | 0.82% | — | — | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.82% | -1.12% | EXIT | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.80% | — | — | |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.80% | -7.42% | EXIT | |
| 34 | DTD | Wisdomtree US Total Dividend | ETF-其他 | 0.78% | — | — | |
| 35 | PBPUSD | Invesco S&p 500 Buywrite ETF | ETF-大型股與成長 | 0.76% | — | — | |
| 36 | CAT | Caterpillar INC | 股票-工業 | 0.71% | — | — | |
| 37 | AMGN | Amgen INC | 股票-醫療保健 | 0.71% | — | — | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.70% | -0.96% | EXIT | |
| 39 | HD | Home Depot INC | 股票-循環性消費 | 0.69% | — | — | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.69% | — | — | |
| 41 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.69% | — | — | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.68% | — | — | |
| 43 | EIX | Edison International | 股票-公用事業 | 0.67% | — | — | |
| 44 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.64% | — | — | |
| 45 | AMAT | Applied Materials INC | 股票-科技 | 0.64% | — | — | |
| 46 | PEP | Pepsico INC | 股票-非循環性消費 | 0.61% | -0.74% | EXIT | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.58% | -0.59% | EXIT | |
| 48 | XEVVX | Eaton Vance LTD Durat INC | 股票-其他 | 0.58% | — | — | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.58% | -0.84% | EXIT | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.57% | — | — |