CIK: 0001697953
申報總市值
US$16.9億
僅顯示前 200 大持股（共 502 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 | SGLC | Sgi US Large Cap Core ETF | ETF-大型股與成長 | 6.73% | +2.65% | -3.99% | |
| 2 | DYTA | Sgi Dynamic Tactical ETF | ETF-其他 | 6.32% | +1.27% | -12.96% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.15% | -3.16% | +6.20% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | -0.15% | -7.00% | |
| 5 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 2.45% | — | -2.39% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.43% | — | -12.13% | |
| 7 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 1.99% | — | +44.92% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.95% | -0.11% | -11.67% | |
| 9 | ACN | Accenture plc | 股票-科技 | 1.52% | — | +450.13% | |
| 10 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.49% | — | -1.79% | |
| 11 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.46% | — | +23.11% | |
| 12 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.43% | — | +673.07% | |
| 13 | EA | Electronic Arts INC | 股票-通訊服務 | 1.38% | — | +11.93% | |
| 14 | ELV | Elevance Health INC | 股票-醫療保健 | 1.27% | -0.12% | -8.68% | |
| 15 | PRU | Prudential Financial INC | 股票-金融 | 1.25% | — | +0.08% | |
| 16 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.19% | — | +15.52% | |
| 17 | MOH | Molina Healthcare INC | 股票-醫療保健 | 1.15% | — | -17.81% | |
| 18 | PEP | Pepsico INC | 股票-非循環性消費 | 1.10% | — | +2088.07% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.07% | — | +8.62% | |
| 20 | DHI | Dr Horton INC | 股票-循環性消費 | 1.02% | — | +423.46% | |
| 21 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.93% | — | +5172.40% | |
| 22 | MCK | Mckesson CORP | 股票-醫療保健 | 0.91% | -0.11% | +13.60% | |
| 23 | PGR | Progressive CORP | 股票-金融 | 0.90% | — | -36.32% | |
| 24 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.89% | — | +774.81% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.85% | — | -1.42% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.83% | -0.11% | +5.52% | |
| 27 | VLO | Valero Energy CORP | 股票-能源 | 0.79% | — | +12.01% | |
| 28 | AIG | American International Group | 股票-金融 | 0.77% | — | +24.10% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.69% | — | +6.30% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.66% | -0.21% | +21.68% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 0.65% | — | +50.92% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.64% | — | -13.41% | |
| 33 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.64% | — | +5.45% | |
| 34 | HUM | Humana INC | 股票-醫療保健 | 0.59% | — | -0.83% | |
| 35 | ABBV | Abbvie INC | 股票-醫療保健 | 0.59% | — | -10.11% | |
| 36 | HD | Home Depot INC | 股票-循環性消費 | 0.58% | — | +579.69% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.55% | — | — | |
| 38 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.54% | -0.12% | -45.47% | |
| 39 | STLD | Steel Dynamics INC | 股票-原物料 | 0.53% | — | -22.23% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.52% | — | +208.49% | |
| 41 | WRB | Wr Berkley CORP | 股票-金融 | 0.51% | — | +0.78% | |
| 42 | EVRG | Evergy INC | 股票-公用事業 | 0.50% | — | — | |
| 43 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.50% | — | +58.76% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.49% | — | +28.70% | |
| 45 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.48% | — | +207.45% | |
| 46 | EG | Everest Group, Ltd. | 股票-金融 | 0.47% | — | +81.29% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工業 | 0.47% | — | +15.70% | |
| 48 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.45% | — | +27.99% | |
| 49 | UPS | United Parcel Service-cl B | 股票-工業 | 0.45% | — | +151.62% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.44% | — | +45.59% |