CIK: 0001697729
申報總市值
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僅顯示前 200 大持股（共 222 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 | 6.03% | -5.81% | EXIT | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.15% | -4.90% | EXIT | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.85% | — | -2.98% | |
| 4 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 2.27% | — | +88.03% | |
| 5 | T | At&t INC | 股票-通訊服務 | 2.21% | — | +7.16% | |
| 6 | FDMO | Fidelity Momentum Factor ETF | ETF-其他 | 2.07% | — | -15.95% | |
| 7 | DSL | Doubleline Income Solutions | 股票-其他 | 2.06% | — | -4.80% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.02% | — | +60.23% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.96% | — | +4.03% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.69% | -0.87% | EXIT | |
| 11 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 1.66% | -4.68% | EXIT | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.64% | — | -11.44% | |
| 13 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.62% | — | +1279.35% | |
| 14 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.38% | — | -9.69% | |
| 15 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.37% | — | +72.90% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.33% | — | +4.54% | |
| 17 | RXI | Ishares Global Consumer Disc | ETF-其他 | 1.31% | — | -9.63% | |
| 18 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.31% | — | +65.44% | |
| 19 | PFO | Flaherty & Crumrine P&i Opp | 股票-其他 | 1.29% | — | -0.19% | |
| 20 | IYF | Ishares US Financials ETF | ETF-其他 | 1.29% | — | -8.93% | |
| 21 | MA | Mastercard INC - A | 股票-金融 | 1.29% | -1.08% | EXIT | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.28% | — | +8.01% | |
| 23 | IXC | Ishares Global Energy ETF | ETF-其他 | 1.27% | — | -13.23% | |
| 24 | 1JFD | Pimco Dynamic Credit And Mor | 股票-其他 | 1.16% | — | +1.75% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.08% | — | +4.22% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | -0.64% | EXIT | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.01% | — | -0.02% | |
| 28 | OLED | Universal Display CORP | 股票-科技 | 0.94% | — | -4.87% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.89% | -0.99% | EXIT | |
| 30 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.84% | -1.95% | EXIT | |
| 31 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.81% | — | -8.39% | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.77% | — | +9.31% | |
| 33 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.75% | — | +163.10% | |
| 34 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.72% | — | -2.38% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | -1.16% | EXIT | |
| 36 | MO | Altria Group INC | 股票-非循環性消費 | 0.69% | — | +25.34% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.68% | — | +5.22% | |
| 38 | PM | Philip Morris International | 股票-非循環性消費 | 0.67% | — | -0.45% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.62% | — | +29.99% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | +1.88% | |
| 41 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.60% | — | -7.73% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工業 | 0.60% | -0.46% | EXIT | |
| 43 | DUK | Duke Energy CORP | 股票-公用事業 | 0.55% | — | +41.86% | |
| 44 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.52% | — | +71.41% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.50% | -1.71% | EXIT | |
| 46 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.49% | — | -8.35% | |
| 47 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.47% | — | -10.77% | |
| 48 | HD | Home Depot INC | 股票-循環性消費 | 0.47% | — | +12.89% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工業 | 0.46% | — | -1.79% | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.43% | — | +6.29% |