CIK: 0001723397
申報總市值
US$196.1億
僅顯示前 200 大持股（共 2735 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 | AAPL | Apple INC | 股票-科技 | 3.55% | -0.14% | -0.05% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 1.87% | -0.37% | +0.63% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.84% | — | -1.83% | |
| 4 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 1.76% | — | -4.97% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.75% | — | +10.51% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.51% | — | +2.62% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.46% | — | +4.41% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.30% | — | +37.81% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.29% | -0.22% | +8.51% | |
| 10 | GIS | General Mills INC | 股票-非循環性消費 | 1.12% | — | -0.28% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.05% | +0.05% | +2.39% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.02% | -0.32% | +5.09% | |
| 13 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.01% | — | -0.79% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | — | +0.34% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.93% | — | +6.63% | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 0.92% | — | +1.96% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.88% | — | +1.93% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.84% | — | +1.60% | |
| 19 | SUI | Sun Communities INC | 股票-房地產 | 0.82% | — | +328967.86% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.81% | — | +28.32% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | — | +4.21% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | +0.14% | +4.45% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.76% | -0.40% | +0.02% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.75% | — | +28.95% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.74% | — | -0.29% | |
| 26 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.72% | +0.06% | +4.67% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.69% | -0.28% | -26.74% | |
| 28 | T | At&t INC | 股票-通訊服務 | 0.69% | — | +9.17% | |
| 29 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.69% | — | -0.09% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.68% | — | +0.42% | |
| 31 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.65% | — | +643.12% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.64% | — | +0.83% | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.62% | — | +2.45% | |
| 34 | DRI | Darden Restaurants INC | 股票-循環性消費 | 0.62% | — | -1.09% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.61% | — | +11.75% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.60% | — | -1.27% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.60% | — | +117.24% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | +0.16% | -1.33% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.57% | — | +1.92% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.57% | — | +6.21% | |
| 41 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.55% | — | +5.66% | |
| 42 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.53% | — | +0.70% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.52% | — | +210.09% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.52% | — | +1.59% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.51% | — | +2.24% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.51% | — | +3.33% | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.49% | — | +4.30% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.48% | +0.14% | +1.65% | |
| 49 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.48% | — | +5.00% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | -0.09% | -0.50% |