CIK: 0001590491
申報總市值
US$12.1億
僅顯示前 200 大持股（共 323 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 | AAPL | Apple INC | 股票-科技 | 4.03% | -0.12% | -3.54% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.85% | -0.13% | +3.94% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.67% | -0.12% | -2.77% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.54% | +0.10% | +102.48% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.20% | +0.05% | -12.84% | |
| 6 | CPRT | Copart INC | 股票-工業 | 3.11% | +0.04% | -0.00% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.40% | +0.09% | +0.72% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.00% | -0.03% | -3.65% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.95% | -0.10% | +1.56% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.91% | +0.08% | +3.78% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.85% | +0.02% | -3.57% | |
| 12 | PCG | P G & E CORP | 股票-公用事業 | 1.85% | -0.01% | — | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.81% | -0.14% | +0.96% | |
| 14 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 1.68% | — | +2.89% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.47% | +0.03% | -5.02% | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.44% | — | -7.87% | |
| 17 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.41% | -0.29% | -16.54% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.32% | +0.45% | -3.52% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.25% | — | +2.86% | |
| 20 | ADBE | Adobe INC | 股票-科技 | 1.20% | +0.03% | -3.70% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | +0.06% | -0.76% | |
| 22 | SH1USD | Proshares Short S&p500 | ETF-其他 | 1.15% | -0.28% | -6.27% | |
| 23 | MGM | Mgm Resorts International | 股票-循環性消費 | 1.09% | +0.09% | -9.94% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.09% | — | +1.33% | |
| 25 | HD | Home Depot INC | 股票-循環性消費 | 1.08% | +0.03% | -1.62% | |
| 26 | TBLL | Invesco Short Term Treasury | ETF-政府公債 | 0.91% | — | +470.28% | |
| 27 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.83% | — | -1.89% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.82% | — | -0.80% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.81% | — | -4.12% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.79% | +0.01% | -12.26% | |
| 31 | TXN | Texas Instruments INC | 股票-科技 | 0.77% | -0.37% | -2.21% | |
| 32 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.76% | +0.03% | +1.43% | |
| 33 | BX | Blackstone INC | 股票-金融 | 0.76% | +0.09% | +0.17% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.76% | +0.05% | -0.46% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.71% | — | -7.34% | |
| 36 | FTAI | FTAI Aviation Ltd. | 股票-工業 | 0.70% | — | -7.08% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.67% | +0.05% | -10.27% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.67% | +0.03% | -0.43% | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.65% | +0.13% | +0.71% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.65% | — | -0.26% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | -1.92% | |
| 42 | CDW | Cdw Corp/de | 股票-科技 | 0.64% | +0.02% | +0.39% | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.62% | -0.20% | +2.74% | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.61% | — | -1.17% | |
| 45 | BLKCHF | Blackrock INC | 股票-其他 | 0.61% | +0.09% | -1.67% | |
| 46 | CB | Chubb Limited | 股票-金融 | 0.61% | +0.03% | +0.28% | |
| 47 | BLDR | Builders Firstsource INC | 股票-工業 | 0.61% | +0.13% | +1.09% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | — | -3.93% | |
| 49 | AMT | American Tower CORP | 股票-房地產 | 0.58% | +0.13% | -6.54% | |
| 50 | CE | Celanese CORP | 股票-原物料 | 0.57% | — | +7.80% |