CIK: 0001720777
申報總市值
US$14.4億
僅顯示前 200 大持股（共 661 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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 7.04% | — | -2.99% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.95% | -0.13% | -2.98% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.68% | — | — | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 2.65% | — | +7.70% | |
| 5 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 2.32% | — | +90.89% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.28% | — | -49.62% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.05% | -0.11% | +387.02% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.91% | — | +3897.37% | |
| 9 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.91% | — | — | |
| 10 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.89% | — | +25.99% | |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.82% | — | +3508.08% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.79% | — | +13.87% | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.69% | — | +19.52% | |
| 14 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.61% | — | +15.83% | |
| 15 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.52% | — | +28.18% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.17% | — | -10.29% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.15% | — | -1.65% | |
| 18 | PFE | Pfizer INC | 股票-醫療保健 | 1.03% | — | +5.66% | |
| 19 | AMGN | Amgen INC | 股票-醫療保健 | 1.02% | — | +4.49% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.01% | — | +6.97% | |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.01% | — | — | |
| 22 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 1.00% | — | -0.93% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.99% | — | -11.05% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.98% | -0.31% | +8583.12% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.96% | — | +8.99% | |
| 26 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.91% | — | +4.67% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.90% | — | -9.43% | |
| 28 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.89% | — | +0.10% | |
| 29 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 0.88% | — | +9.19% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.84% | — | +6.55% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.82% | — | +4.98% | |
| 32 | UNP | Union Pacific CORP | 股票-工業 | 0.80% | — | +5.74% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | +0.18% | +7.29% | |
| 34 | AXP | American Express Co | 股票-金融 | 0.79% | +0.15% | +6.74% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.77% | — | +11.22% | |
| 36 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.75% | — | +7.73% | |
| 37 | GD | General Dynamics CORP | 股票-工業 | 0.74% | — | +11.71% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.74% | — | +15.70% | |
| 39 | GWX | State Street Spdr S&p Intern | ETF-其他 | 0.74% | — | +7.05% | |
| 40 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.73% | — | +7.85% | |
| 41 | GLW | Corning INC | 股票-科技 | 0.70% | — | +5.03% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.68% | — | -2.20% | |
| 43 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 0.67% | — | +13.97% | |
| 44 | WMT | Walmart INC | 股票-非循環性消費 | 0.67% | — | +12.56% | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.65% | — | +9.61% | |
| 46 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.65% | — | +12.82% | |
| 47 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.65% | — | -2.40% | |
| 48 | CMI | Cummins INC | 股票-工業 | 0.64% | — | +21.11% | |
| 49 | ELV | Elevance Health INC | 股票-醫療保健 | 0.62% | — | +13.68% | |
| 50 | ELD | Wisdomtree Emrg Mkts Debt | ETF-其他 | 0.62% | — | +2.55% |