CIK: 0001697729
申報總市值
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僅顯示前 200 大持股（共 208 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.21% | -5.81% | EXIT | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.30% | — | +137.97% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.09% | -4.90% | EXIT | |
| 4 | FDMO | Fidelity Momentum Factor ETF | ETF-其他 | 2.60% | — | +69.35% | |
| 5 | DSL | Doubleline Income Solutions | 股票-其他 | 2.44% | — | +1.47% | |
| 6 | T | At&t INC | 股票-通訊服務 | 2.24% | — | +36.89% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.12% | — | -10.13% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.08% | — | +9.19% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.96% | -1.95% | EXIT | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.92% | -0.87% | EXIT | |
| 11 | IXC | Ishares Global Energy ETF | ETF-其他 | 1.65% | — | +79.36% | |
| 12 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.63% | — | -3.58% | |
| 13 | RXI | Ishares Global Consumer Disc | ETF-其他 | 1.59% | — | -4.87% | |
| 14 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 1.57% | -4.68% | EXIT | |
| 15 | IYF | Ishares US Financials ETF | ETF-其他 | 1.56% | — | -3.89% | |
| 16 | MA | Mastercard INC - A | 股票-金融 | 1.45% | -1.08% | EXIT | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.42% | — | +13.39% | |
| 18 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 1.37% | — | +23.20% | |
| 19 | PFO | Flaherty & Crumrine P&i Opp | 股票-其他 | 1.36% | — | +22.15% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.31% | — | +17.66% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.29% | — | +10.35% | |
| 22 | 1JFD | Pimco Dynamic Credit And Mor | 股票-其他 | 1.27% | — | +20.95% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.12% | — | -3.18% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.09% | — | +14.25% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.07% | -0.64% | EXIT | |
| 26 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.98% | — | -4.05% | |
| 27 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.90% | — | +36.75% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.87% | — | +0.03% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.82% | -0.99% | EXIT | |
| 30 | OLED | Universal Display CORP | 股票-科技 | 0.82% | — | +11.12% | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.81% | — | -10.27% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | -1.16% | EXIT | |
| 33 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 0.79% | — | -4.83% | |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.79% | — | -2.61% | |
| 35 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.77% | — | -2.90% | |
| 36 | PM | Philip Morris International | 股票-非循環性消費 | 0.75% | — | +101.91% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | -1.71% | EXIT | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | — | +2.28% | |
| 39 | MO | Altria Group INC | 股票-非循環性消費 | 0.58% | — | -0.97% | |
| 40 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.57% | — | -11.16% | |
| 41 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.52% | — | +51.92% | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.51% | — | +1.18% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.51% | — | +21.46% | |
| 44 | UPS | United Parcel Service-cl B | 股票-工業 | 0.48% | -0.46% | EXIT | |
| 45 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.47% | — | +20.79% | |
| 46 | BGT | Blackrock Fltng Rt INC Tr | 股票-其他 | 0.47% | — | -8.25% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工業 | 0.46% | — | -7.70% | |
| 48 | HD | Home Depot INC | 股票-循環性消費 | 0.45% | — | +1.78% | |
| 49 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.45% | -0.88% | EXIT | |
| 50 | NNN | Nnn Reit INC | 股票-房地產 | 0.44% | — | -6.68% |