CIK: 0001697953
申報總市值
US$16.9億
僅顯示前 200 大持股（共 495 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.93% | -3.16% | +57.11% | |
| 2 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 4.35% | — | +92.22% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.41% | — | -2.48% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.08% | -0.15% | +5.04% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.90% | -0.11% | -3.57% | |
| 6 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 1.67% | — | +0.40% | |
| 7 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.44% | — | -13.99% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.44% | — | +194.10% | |
| 9 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.40% | — | +0.97% | |
| 10 | INCY | Incyte CORP | 股票-醫療保健 | 1.36% | — | +1.31% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.32% | — | +51.03% | |
| 12 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.30% | — | +2.66% | |
| 13 | GILD | Gilead Sciences INC | 股票-醫療保健 | 1.27% | -0.12% | -11.83% | |
| 14 | PGR | Progressive CORP | 股票-金融 | 1.25% | — | -15.97% | |
| 15 | LW | Lamb Weston Holdings INC | 股票-非循環性消費 | 1.21% | — | +270.38% | |
| 16 | CSCO | Cisco Systems INC | 股票-科技 | 1.21% | — | +8.72% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.18% | +0.10% | NEW | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | — | -8.52% | |
| 19 | PFE | Pfizer INC | 股票-醫療保健 | 1.06% | — | +0.69% | |
| 20 | ADBE | Adobe INC | 股票-科技 | 1.00% | -0.14% | -21.14% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.99% | — | +76.69% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.86% | — | +0.83% | |
| 23 | EA | Electronic Arts INC | 股票-通訊服務 | 0.86% | — | +3.58% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.85% | — | +8.91% | |
| 25 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.81% | — | — | |
| 26 | VLO | Valero Energy CORP | 股票-能源 | 0.76% | — | -22.89% | |
| 27 | ACN | Accenture plc | 股票-科技 | 0.76% | — | +71.60% | |
| 28 | MCK | Mckesson CORP | 股票-醫療保健 | 0.74% | -0.11% | +11.54% | |
| 29 | GDDY | Godaddy INC - Class A | 股票-科技 | 0.73% | — | +30.65% | |
| 30 | YUM | Yum! Brands INC | 股票-循環性消費 | 0.70% | — | — | |
| 31 | INTU | Intuit INC | 股票-科技 | 0.69% | — | +12.18% | |
| 32 | KR | Kroger Co | 股票-非循環性消費 | 0.69% | — | +2.80% | |
| 33 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.65% | — | -54.87% | |
| 34 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.64% | — | -3.97% | |
| 35 | LKQ | Lkq CORP | 股票-循環性消費 | 0.64% | — | +1428.02% | |
| 36 | SMMV | Ishares Msci USA Small-cap M | ETF-其他 | 0.62% | — | +29.47% | |
| 37 | CPRT | Copart INC | 股票-工業 | 0.62% | — | +3.35% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.58% | — | -25.12% | |
| 39 | CFG | Citizens Financial Group | 股票-金融 | 0.57% | — | -14.29% | |
| 40 | CPT | Camden Property Trust | 股票-房地產 | 0.56% | — | +0.28% | |
| 41 | EMN | Eastman Chemical Co | 股票-原物料 | 0.56% | — | -0.15% | |
| 42 | AVGO | Broadcom INC | 股票-科技 | 0.55% | — | +21.11% | |
| 43 | SNA | Snap-on INC | 股票-工業 | 0.54% | — | +0.06% | |
| 44 | FISV | Fiserv INC | 股票-其他 | 0.54% | — | +6.59% | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.54% | — | — | |
| 46 | FTV | Fortive CORP | 股票-科技 | 0.54% | — | +0.00% | |
| 47 | KEL | Kellanova | 股票-其他 | 0.52% | — | -61.61% | |
| 48 | XEL | Xcel Energy INC | 股票-公用事業 | 0.51% | — | -0.34% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.50% | — | -0.18% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | +0.42% |