CIK: 0001632554
申報總市值
US$11.1億
僅顯示前 200 大持股（共 349 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 13.83% | -0.16% | +2868.62% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-其他 | 11.54% | -0.04% | +15739.07% | |
| 3 | TWXCHF | Time Warner INC | 股票-其他 | 4.67% | — | +0.87% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.79% | — | -29.26% | |
| 5 | EMN | Eastman Chemical Co | 股票-原物料 | 2.91% | — | -14.51% | |
| 6 | WDC | Western Digital CORP | 股票-科技 | 2.83% | — | -44.63% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.78% | -0.62% | -5.20% | |
| 8 | AMT | American Tower CORP | 股票-房地產 | 2.60% | — | +100.24% | |
| 9 | MU | Micron Technology INC | 股票-科技 | 2.49% | — | — | |
| 10 | HD | Home Depot INC | 股票-循環性消費 | 2.45% | — | -11.36% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.40% | — | -7.12% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.30% | — | -3.75% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | — | +836.75% | |
| 14 | AMAT | Applied Materials INC | 股票-科技 | 2.18% | — | — | |
| 15 | NUE | Nucor CORP | 股票-原物料 | 2.11% | — | -24.32% | |
| 16 | BBY | Best Buy Co INC | 股票-循環性消費 | 1.86% | — | — | |
| 17 | AMGN | Amgen INC | 股票-醫療保健 | 1.80% | — | +18947.33% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.79% | -0.06% | -58.91% | |
| 19 | JWNUSD | Nordstrom INC | 股票-其他 | 1.69% | — | — | |
| 20 | WM | Waste Management INC | 股票-工業 | 1.56% | — | +2132.34% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.54% | +0.05% | -2.27% | |
| 22 | CELG | Celgene CORP | 股票-其他 | 1.52% | — | +115160.00% | |
| 23 | LEA | Lear CORP | 股票-循環性消費 | 1.50% | — | — | |
| 24 | URI | United Rentals INC | 股票-工業 | 1.46% | — | — | |
| 25 | DOX | Amdocs Limited | 股票-科技 | 1.40% | — | — | |
| 26 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.35% | — | +2107.94% | |
| 27 | SWK | Stanley Black & Decker INC | 股票-工業 | 1.26% | — | — | |
| 28 | FCX | Freeport-mcmoran INC | 股票-原物料 | 1.24% | — | +52679.01% | |
| 29 | WOO | Foot Locker INC | 股票-其他 | 1.20% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | -0.27% | -72.92% | |
| 31 | ✓ | 股票-其他 | 0.76% | — | -0.90% | ||
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.74% | — | -35.14% | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.70% | — | -78.14% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.65% | +0.30% | -0.73% | |
| 35 | JKHY | Jack Henry & Associates INC | 股票-科技 | 0.55% | -0.18% | — | |
| 36 | KDP | Keurig Dr Pepper Inc. | 股票-非循環性消費 | 0.53% | — | — | |
| 37 | LARK | Landmark Bancorp INC | 股票-其他 | 0.45% | — | -0.75% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.43% | — | -83.07% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.35% | — | -8.86% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.35% | -0.22% | EXIT | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.35% | — | -4.60% | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.32% | +0.64% | -4.53% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.31% | — | -5.61% | |
| 44 | CAT | Caterpillar INC | 股票-工業 | 0.29% | +0.05% | — | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.28% | +0.31% | -3.97% | |
| 46 | BA | Boeing Co/the | 股票-工業 | 0.27% | — | — | |
| 47 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.26% | — | — | |
| 48 | FFG | Fbl Financial Group Inc-cl A | 股票-其他 | 0.26% | — | — | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.25% | — | — | |
| 50 | T | At&t INC | 股票-通訊服務 | 0.24% | — | -87.89% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +13.3% | +2868.62% | 加碼 |
| 2 | MUB | Ishares National Muni Bond E | +11.5% | +15739.07% | 加碼 |
| 3 | MSFT | Microsoft CORP | +2% | +836.75% | 加碼 |
| 4 | AMGN | Amgen INC | +1.8% | +18947.33% | 加碼 |
| 5 | CELG | Celgene CORP | +1.5% | +115160.00% | 加碼 |
| 6 | WM | Waste Management INC | +1.5% | +2132.34% | 加碼 |
| 7 | KMB | Kimberly-clark CORP | +1.3% | +2107.94% | 加碼 |
| 8 | FCX | Freeport-mcmoran INC | +1.2% | +52679.01% | 加碼 |
| 9 | AMT | American Tower CORP | +1.2% | +100.24% | 加碼 |
| 10 | ALL | Allstate CORP | 0% | -26.88% | 減碼 |
| 11 | PEP | Pepsico INC | -0.1% | -5.84% | 減碼 |
| 12 | AEP | American Electric Power Company, Inc. | -0.1% | -69.31% | 減碼 |
| 13 | VCIT | Vanguard Int-term Corporate | -0.1% | -52.59% | 減碼 |
| 14 | ✓ | Powershares | -0.1% | -42.94% | 減碼 |
| 15 | XOM | Exxon Mobil CORP | -0.1% | -3.14% | 減碼 |
| 16 | JNJ | Johnson & Johnson | -0.1% | -8.86% | 減碼 |
| 17 | VO | Vanguard Mid-cap ETF | -0.1% | -38.62% | 減碼 |
| 18 | IVV | Ishares Core S&p 500 ETF | -0.2% | -2.27% | 減碼 |
| 19 | TWXCHF | Time Warner INC | -0.3% | +0.87% | 加碼 |
| 20 | EMN | Eastman Chemical Co | -0.4% | -14.51% | 減碼 |
| 21 | AAPL | Apple INC | -0.5% | -5.20% | 減碼 |
| 22 | IJR | Ishares Core S&p Small-cap E | -0.5% | -35.14% | 減碼 |
| 23 | GOOGL | Alphabet Inc-cl A | -0.5% | -7.12% | 減碼 |
| 24 | META | Meta Platforms Inc-class A | -0.7% | -3.75% | 減碼 |
| 25 | HD | Home Depot INC | -0.8% | -11.36% | 減碼 |
| 26 | AMZN | Amazon.com INC | -1.1% | -29.26% | 減碼 |
| 27 | NUE | Nucor CORP | -1.1% | -24.32% | 減碼 |
| 28 | VOX | Vanguard Communication Servi | -1.4% | -97.28% | 減碼 |
| 29 | WDC | Western Digital CORP | -2.1% | -44.63% | 減碼 |
| 30 | T | At&t INC | -2.2% | -87.89% | 減碼 |
| 31 | GILD | Gilead Sciences INC | -2.3% | -90.75% | 減碼 |
| 32 | CSCO | Cisco Systems INC | -2.5% | -78.14% | 減碼 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -2.7% | -72.92% | 減碼 |
| 34 | WFC | Wells Fargo & Co | -2.9% | -83.07% | 減碼 |
| 35 | JPM | Jpmorgan Chase & Co | -2.9% | -58.91% | 減碼 |
| 36 | BND | Vanguard Total Bond Market | -18.2% | -99.21% | 減碼 |
| 37 | MU | Micron Technology INC | — | NEW | 新建倉 |
| 38 | AMAT | Applied Materials INC | — | NEW | 新建倉 |
| 39 | BKNG | Booking Hldgs INC | — | EXIT | 清倉 |
| 40 | BBY | Best Buy Co INC | — | NEW | 新建倉 |
| 41 | JWNUSD | Nordstrom INC | — | NEW | 新建倉 |
| 42 | BBH | Vaneck Biotech ETF | — | EXIT | 清倉 |
| 43 | LEA | Lear CORP | — | NEW | 新建倉 |
| 44 | URI | United Rentals INC | — | NEW | 新建倉 |
| 45 | DOX | Amdocs Limited | — | NEW | 新建倉 |
| 46 | SWK | Stanley Black & Decker INC | — | NEW | 新建倉 |
| 47 | WOO | Foot Locker INC | — | NEW | 新建倉 |
| 48 | KDP | Keurig Dr Pepper Inc. | — | NEW | 新建倉 |
| 49 | SCHH | Schwab US Reit ETF | — | EXIT | 清倉 |
| 50 | TFI | Ss Spdr N Ice Muni Bond ETF | — | NEW | 新建倉 |