CIK: 0001682266
申報總市值
US$16.5億
僅顯示前 200 大持股（共 219 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 | MSFT | Microsoft CORP | 股票-科技 | 5.26% | +3.43% | NEW | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.02% | +3.92% | NEW | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.89% | — | -19.95% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.79% | +1.35% | NEW | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 2.26% | +1.73% | NEW | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.25% | +1.85% | NEW | |
| 7 | LRCXEUR | Lam Research CORP | 股票-科技 | 2.22% | — | -4.91% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.20% | +1.91% | NEW | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.20% | +1.41% | NEW | |
| 10 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.19% | — | +18.47% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.04% | — | +51.90% | |
| 12 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.93% | +0.71% | NEW | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.78% | +1.64% | NEW | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.70% | +1.64% | NEW | |
| 15 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 1.61% | — | — | |
| 16 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.54% | — | -6.60% | |
| 17 | ABBV | Abbvie INC | 股票-醫療保健 | 1.47% | +1.15% | NEW | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.47% | +1.92% | NEW | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.43% | +1.08% | NEW | |
| 20 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.26% | — | -6.73% | |
| 21 | GS | Goldman Sachs Group INC | 股票-金融 | 1.17% | +1.26% | NEW | |
| 22 | ACN | Accenture plc | 股票-科技 | 1.16% | +0.97% | NEW | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.15% | +1.41% | NEW | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.14% | +1.08% | NEW | |
| 25 | JBL | Jabil INC | 股票-科技 | 1.13% | — | +8.17% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.11% | +0.93% | NEW | |
| 27 | ADBE | Adobe INC | 股票-科技 | 1.10% | — | -10.53% | |
| 28 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.09% | +0.91% | NEW | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.04% | — | -0.42% | |
| 30 | QDF | Flexshares Quality Dividend | ETF-其他 | 1.01% | — | -7.49% | |
| 31 | MCK | Mckesson CORP | 股票-醫療保健 | 1.01% | +0.98% | NEW | |
| 32 | WMT | Walmart INC | 股票-非循環性消費 | 0.99% | +1.18% | NEW | |
| 33 | CEG | Constellation Energy | 股票-公用事業 | 0.98% | +0.90% | NEW | |
| 34 | CMI | Cummins INC | 股票-工業 | 0.96% | +0.80% | NEW | |
| 35 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 0.92% | +0.73% | NEW | |
| 36 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 0.91% | — | +1.62% | |
| 37 | CRH | CRH plc | 股票-原物料 | 0.89% | +0.70% | NEW | |
| 38 | HD | Home Depot INC | 股票-循環性消費 | 0.89% | — | -15.06% | |
| 39 | AIG | American International Group | 股票-金融 | 0.88% | — | — | |
| 40 | FTNT | Fortinet INC | 股票-科技 | 0.87% | — | +3.31% | |
| 41 | CB | Chubb Limited | 股票-金融 | 0.86% | +0.75% | NEW | |
| 42 | KLAC | Kla CORP | 股票-科技 | 0.85% | — | +5.45% | |
| 43 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.84% | — | +26.60% | |
| 44 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.80% | — | +4.07% | |
| 45 | LPLA | Lpl Financial Holdings INC | 股票-金融 | 0.80% | — | — | |
| 46 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.79% | +0.75% | NEW | |
| 47 | LIN | Linde plc | 股票-原物料 | 0.78% | — | +0.59% | |
| 48 | BR | Broadridge Financial Solutio | 股票-科技 | 0.76% | — | +6.22% | |
| 49 | OKE | Oneok INC | 股票-能源 | 0.76% | +0.77% | NEW | |
| 50 | BLDR | Builders Firstsource INC | 股票-工業 | 0.76% | — | +16.08% |