CIK: 0001682266
申報總市值
US$16.5億
| # | 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 14.91% | — | +2811.14% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.08% | +3.92% | NEW | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.56% | +3.43% | NEW | |
| 4 | CCOR | Core Alternative ETF | ETF-其他 | 3.21% | — | — | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.68% | +1.35% | NEW | |
| 6 | ABBV | Abbvie INC | 股票-醫療保健 | 2.09% | +1.15% | NEW | |
| 7 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.84% | — | +0.52% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.71% | +1.64% | NEW | |
| 9 | POCT | Innovator U.s. Equity Power | ETF-其他 | 1.67% | — | -65.51% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.63% | +1.41% | NEW | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.58% | +1.85% | NEW | |
| 12 | ACN | Accenture plc | 股票-科技 | 1.54% | +0.97% | NEW | |
| 13 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 1.41% | — | +2.09% | |
| 14 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 1.38% | — | — | |
| 15 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.37% | — | +2.93% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.33% | +1.08% | NEW | |
| 17 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.32% | +0.91% | NEW | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.28% | — | +3.99% | |
| 19 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.24% | — | +1.89% | |
| 20 | MET | Metlife INC | 股票-金融 | 1.17% | — | +2.30% | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 1.15% | +1.73% | NEW | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.13% | — | +189.86% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.13% | +0.93% | NEW | |
| 24 | GS | Goldman Sachs Group INC | 股票-金融 | 1.13% | +1.26% | NEW | |
| 25 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.13% | — | +2.79% | |
| 26 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.12% | +0.71% | NEW | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | +1.64% | NEW | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.09% | +1.91% | NEW | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.06% | — | +30.04% | |
| 30 | ACI | Albertsons Cos INC - Class A | 股票-非循環性消費 | 1.05% | — | +7.73% | |
| 31 | GD | General Dynamics CORP | 股票-工業 | 1.03% | — | +1.17% | |
| 32 | DE | Deere & Co | 股票-工業 | 0.98% | — | -0.60% | |
| 33 | TGT | Target CORP | 股票-循環性消費 | 0.96% | — | -25.27% | |
| 34 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 0.95% | — | -0.21% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.94% | +1.08% | NEW | |
| 36 | EMR | Emerson Electric Co | 股票-工業 | 0.93% | — | +3.24% | |
| 37 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.93% | — | -1.22% | |
| 38 | QDF | Flexshares Quality Dividend | ETF-其他 | 0.92% | — | -68.87% | |
| 39 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.88% | — | -0.36% | |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.87% | — | — | |
| 41 | HD | Home Depot INC | 股票-循環性消費 | 0.87% | — | -3.13% | |
| 42 | WM | Waste Management INC | 股票-工業 | 0.83% | — | — | |
| 43 | CB | Chubb Limited | 股票-金融 | 0.82% | +0.75% | NEW | |
| 44 | HPQ | Hp INC | 股票-科技 | 0.82% | — | +5.29% | |
| 45 | KDP | Keurig Dr Pepper INC | 股票-非循環性消費 | 0.79% | — | +3.06% | |
| 46 | JSCP | Jpmorgan Short Duration Core | ETF-其他 | 0.79% | — | -30.17% | |
| 47 | NUE | Nucor CORP | 股票-原物料 | 0.77% | — | -12.14% | |
| 48 | ADBE | Adobe INC | 股票-科技 | 0.76% | — | +3.05% | |
| 49 | FTNT | Fortinet INC | 股票-科技 | 0.72% | — | +2.25% | |
| 50 | CMI | Cummins INC | 股票-工業 | 0.69% | +0.80% | NEW |