CIK: 0001723397
申報總市值
US$196.1億
僅顯示前 200 大持股（共 3361 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 | 4.84% | -0.14% | +2.29% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.45% | -0.37% | +0.49% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.02% | — | -0.75% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.72% | — | +7.45% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.49% | — | +1802.89% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.43% | -0.32% | +10.63% | |
| 7 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.14% | — | +3.20% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.12% | — | +3.66% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.02% | -0.22% | +11.86% | |
| 10 | HD | Home Depot INC | 股票-循環性消費 | 1.00% | — | +3.98% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.99% | +0.16% | +24.42% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 0.97% | +0.14% | -9.08% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.94% | — | +0.74% | |
| 14 | GIS | General Mills INC | 股票-非循環性消費 | 0.90% | — | +9.37% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.89% | — | -0.89% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | — | +8.91% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.76% | — | +28.28% | |
| 18 | TSLA | Tesla INC | 股票-循環性消費 | 0.72% | — | +197.35% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.69% | — | +3.75% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.69% | — | +22.91% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.67% | — | +7.88% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.65% | — | +8.00% | |
| 23 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.60% | — | +3.82% | |
| 24 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.59% | — | +29.74% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.57% | — | +15.70% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | +11.46% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.55% | — | +13.64% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.55% | +0.05% | -0.51% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.54% | — | +41.71% | |
| 30 | NEE | Nextera Energy INC | 股票-公用事業 | 0.53% | +0.07% | +37.01% | |
| 31 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.53% | — | +0.45% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.52% | — | +2339.14% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.52% | +0.14% | -10.67% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.51% | — | +0.76% | |
| 35 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.51% | — | -2.37% | |
| 36 | UNP | Union Pacific CORP | 股票-工業 | 0.50% | — | +5.37% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | +12.34% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.49% | +0.04% | +18.38% | |
| 39 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.48% | — | -0.32% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.48% | -0.28% | +28.05% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.47% | — | -2.51% | |
| 42 | WMT | Walmart INC | 股票-非循環性消費 | 0.46% | +0.12% | -8.11% | |
| 43 | COP | Conocophillips | 股票-能源 | 0.46% | — | -13.73% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.46% | — | +7.04% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.45% | — | +8.89% | |
| 46 | ABBV | Abbvie INC | 股票-醫療保健 | 0.45% | — | +1.40% | |
| 47 | DVN | Devon Energy CORP | 股票-能源 | 0.44% | — | -0.16% | |
| 48 | PEP | Pepsico INC | 股票-非循環性消費 | 0.42% | — | +30.44% | |
| 49 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.42% | — | +17.34% | |
| 50 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.42% | — | +9.63% |