CIK: 0001682266
申報總市值
US$16.5億
僅顯示前 200 大持股（共 218 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 | POWL | Powell Industries INC | 股票-工業 | 7.81% | +16.79% | NEW | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.18% | +3.92% | NEW | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.96% | +3.43% | NEW | |
| 4 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 2.33% | — | -26.77% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.31% | +1.35% | NEW | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.15% | — | +151.83% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.07% | +1.64% | NEW | |
| 8 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.05% | — | +4.36% | |
| 9 | ACN | Accenture plc | 股票-科技 | 1.88% | +0.97% | NEW | |
| 10 | ABBV | Abbvie INC | 股票-醫療保健 | 1.88% | +1.15% | NEW | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.73% | +1.41% | NEW | |
| 12 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.73% | — | -1.54% | |
| 13 | QDF | Flexshares Quality Dividend | ETF-其他 | 1.71% | — | +48.54% | |
| 14 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.64% | — | -0.13% | |
| 15 | TGT | Target CORP | 股票-循環性消費 | 1.60% | — | -0.33% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.57% | +1.85% | NEW | |
| 17 | ADBE | Adobe INC | 股票-科技 | 1.43% | — | +1.68% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.42% | +1.39% | NEW | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.42% | +0.86% | NEW | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.40% | +1.08% | NEW | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 1.39% | +1.73% | NEW | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.36% | +1.64% | NEW | |
| 23 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.26% | — | -0.65% | |
| 24 | GS | Goldman Sachs Group INC | 股票-金融 | 1.13% | +1.26% | NEW | |
| 25 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 1.12% | — | +0.85% | |
| 26 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.12% | — | +3.62% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.09% | — | +2.04% | |
| 28 | CAT | Caterpillar INC | 股票-工業 | 1.08% | — | +0.74% | |
| 29 | HD | Home Depot INC | 股票-循環性消費 | 1.05% | — | -2.17% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.03% | +0.93% | NEW | |
| 31 | ETN | Eaton Corporation plc | 股票-工業 | 1.00% | — | +0.48% | |
| 32 | BLKCHF | Blackrock INC | 股票-其他 | 0.99% | — | +15.11% | |
| 33 | DE | Deere & Co | 股票-工業 | 0.99% | — | -2.70% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.99% | — | -4.36% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.94% | +0.95% | NEW | |
| 36 | EMR | Emerson Electric Co | 股票-工業 | 0.91% | — | +18.43% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.91% | — | +162.91% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.90% | — | -4.06% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.89% | — | +13.07% | |
| 40 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.89% | — | +1.65% | |
| 41 | FANG | Diamondback Energy INC | 股票-能源 | 0.83% | — | -2.93% | |
| 42 | FTNT | Fortinet INC | 股票-科技 | 0.81% | — | +0.18% | |
| 43 | COF | Capital One Financial CORP | 股票-金融 | 0.81% | — | -2.00% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.81% | — | -17.58% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.81% | — | -2.19% | |
| 46 | NUE | Nucor CORP | 股票-原物料 | 0.78% | — | +32.03% | |
| 47 | WMT | Walmart INC | 股票-非循環性消費 | 0.77% | +1.18% | NEW | |
| 48 | CRM | Salesforce INC | 股票-科技 | 0.75% | +0.90% | NEW | |
| 49 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.72% | — | +3.48% | |
| 50 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.71% | +0.91% | NEW |