CIK: 0001723397
申報總市值
US$196.1億
僅顯示前 200 大持股（共 3564 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 | 3.76% | -0.14% | +1.67% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.16% | -0.37% | +12.34% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.21% | +0.35% | +5.29% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.07% | — | +7.28% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.93% | — | -7.46% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.75% | -0.32% | +22.25% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.56% | — | +9.14% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.28% | — | +5.71% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | — | +20.35% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.15% | -0.22% | +0.83% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.96% | — | +400.93% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.92% | -0.28% | +75.43% | |
| 13 | HD | Home Depot INC | 股票-循環性消費 | 0.90% | — | +15.01% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.78% | — | -5.91% | |
| 15 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.77% | — | +1539.87% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 0.75% | — | +9.19% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | -0.40% | +35.60% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | — | +23.46% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.70% | +0.09% | +25.15% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | +0.14% | +11.09% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | — | +25.30% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 0.69% | — | +192.26% | |
| 23 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.68% | — | +26.61% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.68% | — | +6.36% | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.65% | +0.16% | +5.90% | |
| 26 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.65% | — | -15.49% | |
| 27 | WMT | Walmart INC | 股票-非循環性消費 | 0.61% | +0.12% | +290.29% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.58% | — | +28.33% | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 0.57% | — | +0.06% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.56% | +0.14% | +19.51% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | +0.16% | +18.13% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.53% | — | +5.28% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.53% | — | +47.61% | |
| 34 | FLQL | Franklin U.s. Large Cap Mult | ETF-大型股與成長 | 0.53% | — | — | |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.52% | — | +22.29% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.52% | — | +10.87% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.52% | — | -1.25% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.51% | — | +5.79% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.51% | — | -5.43% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.50% | — | -2.86% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.47% | +0.05% | -0.76% | |
| 42 | ETN | Eaton Corporation plc | 股票-工業 | 0.47% | +0.10% | +33.18% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.46% | — | +2.59% | |
| 44 | GIS | General Mills INC | 股票-非循環性消費 | 0.44% | — | +0.50% | |
| 45 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.44% | +0.12% | +32.16% | |
| 46 | ABBV | Abbvie INC | 股票-醫療保健 | 0.44% | — | +4.81% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.43% | — | +15.34% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.42% | — | +0.70% | |
| 49 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.42% | — | -1.08% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.42% | — | +33.28% |