CIK: 0001626116
申報總市值
US$15.2億
僅顯示前 200 大持股（共 823 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 7.76% | -0.20% | -3.89% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 7.53% | -0.28% | -3.16% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.05% | — | +1.87% | |
| 4 | AAPL | Apple INC | 股票-科技 | 6.90% | -0.27% | -2.20% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.14% | -0.75% | -3.65% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.39% | — | +2.51% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.83% | — | -4.25% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.63% | +0.07% | +6.33% | |
| 9 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.54% | — | -6.23% | |
| 10 | ✓ | Accenture plc | 股票-其他 | 1.52% | -0.18% | -3.30% | |
| 11 | HD | Home Depot INC | 股票-循環性消費 | 1.47% | -0.16% | -3.46% | |
| 12 | ✓ | J P Morgan Chase And Co | 股票-其他 | 1.27% | -0.08% | -1.01% | |
| 13 | ✓ | Alphabet Inc. | 股票-其他 | 1.19% | +0.06% | -0.27% | |
| 14 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.14% | -0.11% | +0.60% | |
| 15 | ✓ | AbbVie Inc. | 股票-其他 | 1.04% | -0.08% | +1.50% | |
| 16 | ✓ | NextEra Energy, Inc. | 股票-其他 | 1.00% | — | -2.26% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.91% | — | -0.85% | |
| 18 | UNP | Union Pacific CORP | 股票-工業 | 0.89% | — | -2.46% | |
| 19 | ✓ | Alphabet Inc. | 股票-其他 | 0.80% | -0.08% | -0.78% | |
| 20 | ELV | Elevance Health INC | 股票-醫療保健 | 0.73% | -0.18% | -1.81% | |
| 21 | ✓ | Visa Inc. | 股票-其他 | 0.73% | -0.09% | -3.18% | |
| 22 | ✓ | Broadcom Inc. | 股票-其他 | 0.69% | -0.73% | -10.01% | |
| 23 | HON | Honeywell International INC | 股票-工業 | 0.67% | — | -3.45% | |
| 24 | ✓ | Cars Com INC | 股票-其他 | 0.66% | — | — | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.66% | — | -1.37% | |
| 26 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.64% | — | -0.76% | |
| 27 | ✓ | Cisco Systems, Inc. | 股票-其他 | 0.63% | — | -1.40% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.62% | — | +94.58% | |
| 29 | ✓ | Intercontinental Exchange, Inc. | 股票-其他 | 0.61% | — | -1.53% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.61% | — | +6.80% | |
| 31 | ✓ | Merck & Co., Inc. | 股票-其他 | 0.60% | — | -0.22% | |
| 32 | DHR | Danaher CORP | 股票-醫療保健 | 0.59% | — | -2.33% | |
| 33 | ✓ | Costco Wholesale Corporation | 股票-其他 | 0.59% | -0.04% | -1.24% | |
| 34 | PEP | Pepsico INC | 股票-非循環性消費 | 0.58% | — | -1.04% | |
| 35 | ✓ | Broadridge Financial Solutions, Inc. | 股票-其他 | 0.58% | -0.14% | -0.69% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | — | -33.50% | |
| 37 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股與成長 | 0.57% | -0.01% | -88.92% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | — | -27.41% | |
| 39 | LHX | L3harris Technologies INC | 股票-工業 | 0.54% | — | -0.27% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.51% | -0.20% | -1.32% | |
| 41 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.51% | — | -2.15% | |
| 42 | ✓ | Meta Platforms, Inc. | 股票-其他 | 0.50% | -0.09% | -4.53% | |
| 43 | ✓ | Equinix, Inc. | 股票-其他 | 0.49% | — | +2.21% | |
| 44 | ✓ | Medtronic plc | 股票-其他 | 0.48% | — | -2.82% | |
| 45 | ✓ | Pool Corporation | 股票-其他 | 0.48% | — | -2.61% | |
| 46 | ✓ | Ishares Tr Msci Intl Qualty | 股票-其他 | 0.48% | — | -4.54% | |
| 47 | ADI | Analog Devices INC | 股票-科技 | 0.47% | — | +0.48% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.47% | — | +4.24% | |
| 49 | ✓ | Comcast Corporation | 股票-其他 | 0.46% | — | -1.29% | |
| 50 | ✓ | Ishares Tr Msci USA Qlt Fct | 股票-其他 | 0.46% | — | -6.55% |