CIK: 0001812093
申報總市值
US$2679.1萬
| # | 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 | 23.84% | — | -3.45% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 11.91% | — | +100.00% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 10.01% | — | — | |
| 4 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 8.72% | — | +67.65% | |
| 5 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 8.46% | — | — | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.04% | — | +239.07% | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 2.72% | — | -11.58% | |
| 8 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 2.64% | — | +44.91% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.43% | — | — | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.39% | — | — | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.37% | — | — | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.64% | — | — | |
| 13 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 1.58% | — | +100.00% | |
| 14 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.22% | — | — | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.13% | — | +100.00% | |
| 16 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.10% | — | — | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | — | — | |
| 18 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.92% | — | -1.97% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | — | — | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.72% | — | — | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | — | — | |
| 22 | NFLX | Netflix INC | 股票-通訊服務 | 0.53% | — | — | |
| 23 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.53% | — | +100.00% | |
| 24 | IPO | Renaissance Ipo ETF | ETF-其他 | 0.49% | — | — | |
| 25 | FISV | Fiserv INC | 股票-其他 | 0.47% | — | — | |
| 26 | NEE | Nextera Energy INC | 股票-公用事業 | 0.47% | — | — | |
| 27 | ACN | Accenture plc | 股票-科技 | 0.44% | — | — | |
| 28 | DHR | Danaher CORP | 股票-醫療保健 | 0.40% | — | — | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.40% | — | +100.00% | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.38% | — | — | |
| 31 | WEC | Wec Energy Group INC | 股票-公用事業 | 0.34% | — | +100.00% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.30% | — | — | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.30% | — | — | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.28% | — | +3.79% | |
| 35 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.27% | — | — | |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.25% | — | — | |
| 37 | AFL | Aflac INC | 股票-金融 | 0.24% | — | — | |
| 38 | PFE | Pfizer INC | 股票-醫療保健 | 0.22% | — | — | |
| 39 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.22% | — | — | |
| 40 | HD | Home Depot INC | 股票-循環性消費 | 0.22% | — | — | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.21% | — | -34.12% | |
| 42 | ROBO | Robo Global Robotics And Aut | ETF-其他 | 0.21% | — | -8.27% | |
| 43 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.21% | — | — | |
| 44 | FIS | Fidelity National Info Serv | 股票-科技 | 0.21% | — | — | |
| 45 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.20% | — | — | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.19% | — | — | |
| 47 | CB | Chubb Limited | 股票-金融 | 0.18% | — | — | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.17% | — | — | |
| 49 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.16% | — | — | |
| 50 | UNP | Union Pacific CORP | 股票-工業 | 0.16% | — | — |