CIK: 0001723397
申報總市值
US$196.1億
僅顯示前 200 大持股（共 2935 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 | 5.08% | -0.14% | -0.97% | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.63% | — | -4.54% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.33% | -0.37% | +4.04% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.66% | — | +2.62% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.29% | — | +54.54% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.23% | — | +3.61% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.20% | — | -1.79% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.19% | — | -2.00% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.15% | -0.32% | +3.04% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.11% | -0.22% | +7.88% | |
| 11 | HD | Home Depot INC | 股票-循環性消費 | 1.00% | — | +5.10% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.98% | — | +100.92% | |
| 13 | GIS | General Mills INC | 股票-非循環性消費 | 0.90% | — | -0.02% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.87% | +0.16% | +15.86% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | — | +0.83% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.80% | — | -5.73% | |
| 17 | QCOM | Qualcomm INC | 股票-科技 | 0.76% | — | +20.46% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.75% | -0.40% | -16.38% | |
| 19 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.71% | — | +4.65% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.70% | -0.28% | +4.92% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.69% | — | -2.67% | |
| 22 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.69% | +0.06% | +4.30% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.68% | +0.05% | -11.95% | |
| 24 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.67% | — | +0.04% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.65% | — | +13.62% | |
| 26 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.64% | — | +42.85% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.63% | — | +1.26% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.62% | — | +3.53% | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.61% | — | +0.14% | |
| 30 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.61% | — | +4.54% | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.60% | — | +5.12% | |
| 32 | CRM | Salesforce INC | 股票-科技 | 0.57% | — | +3.12% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.55% | — | +1.71% | |
| 34 | WMT | Walmart INC | 股票-非循環性消費 | 0.54% | +0.12% | +7.14% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.54% | — | +3.98% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | — | -0.96% | |
| 37 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.53% | — | +1.80% | |
| 38 | DRI | Darden Restaurants INC | 股票-循環性消費 | 0.52% | — | -1.26% | |
| 39 | PYPL | Paypal Holdings INC | 股票-金融 | 0.52% | — | +13.67% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.50% | — | +2.61% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.49% | — | +2.74% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.47% | — | +7.04% | |
| 43 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.47% | — | -5.66% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.47% | — | +2.69% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.46% | — | +293.67% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.45% | +0.35% | +11.05% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.44% | +0.09% | +53.37% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.44% | +0.04% | +7.35% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | -5.39% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.42% | — | +3.55% |