CIK: 0001727592
申報總市值
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僅顯示前 200 大持股（共 845 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 6.28% | -5.30% | EXIT | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.01% | -3.09% | EXIT | |
| 3 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 3.01% | — | +52.18% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.62% | -7.42% | EXIT | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.56% | -2.64% | EXIT | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.39% | -4.69% | EXIT | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.00% | — | +83.34% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.79% | -0.90% | EXIT | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.55% | -3.17% | EXIT | |
| 10 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.53% | -0.88% | EXIT | |
| 11 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 1.38% | -0.74% | EXIT | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.21% | — | +11.96% | |
| 13 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 1.15% | — | +0.58% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.12% | — | -11.47% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.10% | — | +0.38% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.06% | — | -0.87% | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.04% | — | +15.66% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.99% | -1.19% | EXIT | |
| 19 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.90% | -0.59% | EXIT | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.84% | -0.59% | EXIT | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.78% | -1.12% | EXIT | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.78% | — | -0.72% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.75% | — | — | |
| 24 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.70% | — | +41.06% | |
| 25 | T | At&t INC | 股票-通訊服務 | 0.69% | -0.50% | EXIT | |
| 26 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.67% | — | +7.52% | |
| 27 | CSCO | Cisco Systems INC | 股票-科技 | 0.64% | -0.80% | EXIT | |
| 28 | PFE | Pfizer INC | 股票-醫療保健 | 0.64% | -0.54% | EXIT | |
| 29 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.62% | -0.59% | EXIT | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.59% | -0.64% | EXIT | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | -0.67% | EXIT | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | — | +1.32% | |
| 33 | WEP | Magellan Midstream Partners | 股票-其他 | 0.54% | — | +2.19% | |
| 34 | NLYEUR | Annaly Capital Management In | 股票-其他 | 0.53% | — | — | |
| 35 | XNTK | Ss Spdr Nyse Tech ETF | ETF-科技型 | 0.53% | -0.67% | EXIT | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | — | -2.46% | |
| 37 | VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | 股票-其他 | 0.51% | — | — | |
| 38 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.50% | -0.83% | EXIT | |
| 39 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.50% | -0.72% | EXIT | |
| 40 | MO | Altria Group INC | 股票-非循環性消費 | 0.49% | — | — | |
| 41 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.48% | — | +18.77% | |
| 42 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 0.45% | — | -3.67% | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.44% | -0.84% | EXIT | |
| 44 | UTXZ | United Tech CORP | 股票-其他 | 0.43% | — | +19.46% | |
| 45 | LBTYA | Liberty Global Ltd. | 股票-其他 | 0.42% | — | +166.83% | |
| 46 | PEP | Pepsico INC | 股票-非循環性消費 | 0.42% | -0.74% | EXIT | |
| 47 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.41% | -0.81% | EXIT | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.41% | — | +3.04% | |
| 49 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.41% | — | — | |
| 50 | EIX | Edison International | 股票-公用事業 | 0.39% | — | +1.44% |