CIK: 0001632554
申報總市值
US$11.1億
僅顯示前 200 大持股（共 333 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 | XLF | Ss Financial Select Sector | ETF-其他 | 5.99% | — | +14.34% | |
| 2 | AMT | American Tower CORP | 股票-房地產 | 4.81% | — | -1.43% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.17% | -0.62% | -19.66% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.13% | — | -42.32% | |
| 5 | BA | Boeing Co/the | 股票-工業 | 2.62% | — | -28.24% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.61% | — | -31.94% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.29% | — | -30.52% | |
| 8 | PFE | Pfizer INC | 股票-醫療保健 | 2.28% | -0.11% | -9.96% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.20% | — | -33.96% | |
| 10 | AMGN | Amgen INC | 股票-醫療保健 | 2.19% | — | -21.63% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.18% | +0.05% | -2.15% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.11% | -0.06% | +0.05% | |
| 13 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 2.08% | — | -12.74% | |
| 14 | INTC | Intel CORP | 股票-科技 | 2.07% | — | +298.22% | |
| 15 | LMT | Lockheed Martin CORP | 股票-工業 | 1.87% | — | -29.85% | |
| 16 | CRM | Salesforce INC | 股票-科技 | 1.86% | — | -32.53% | |
| 17 | MU | Micron Technology INC | 股票-科技 | 1.84% | — | -40.80% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.81% | — | +2140.66% | |
| 19 | CERNCHF | Cerner CORP | 股票-其他 | 1.77% | — | -14.89% | |
| 20 | PSX | Phillips 66 | 股票-能源 | 1.74% | — | -33.86% | |
| 21 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.71% | -0.11% | -40.01% | |
| 22 | SYMCEUR | Symantec CORP | 股票-其他 | 1.64% | — | — | |
| 23 | URI | United Rentals INC | 股票-工業 | 1.59% | — | -23.53% | |
| 24 | BBY | Best Buy Co INC | 股票-循環性消費 | 1.56% | — | -53.77% | |
| 25 | HD | Home Depot INC | 股票-循環性消費 | 1.53% | — | -53.52% | |
| 26 | GILD | Gilead Sciences INC | 股票-醫療保健 | 1.47% | — | +48433.75% | |
| 27 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.46% | — | +45.89% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.43% | — | +52.86% | |
| 29 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.42% | — | -28.47% | |
| 30 | WOO | Foot Locker INC | 股票-其他 | 1.40% | — | -52.22% | |
| 31 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 1.37% | — | +3548.77% | |
| 32 | AVGO | Broadcom INC | 股票-科技 | 1.31% | — | — | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.30% | — | +2460.36% | |
| 34 | NUE | Nucor CORP | 股票-原物料 | 1.19% | — | -44.59% | |
| 35 | EMN | Eastman Chemical Co | 股票-原物料 | 1.13% | — | -59.50% | |
| 36 | VIAB | Viacom Inc-class B | 股票-其他 | 1.12% | — | +34867.35% | |
| 37 | JKHY | Jack Henry & Associates INC | 股票-科技 | 1.00% | -0.18% | — | |
| 38 | AZO | Autozone INC | 股票-循環性消費 | 0.99% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.97% | -0.27% | +1.79% | |
| 40 | DKS | Dick's Sporting Goods INC | 股票-循環性消費 | 0.97% | — | — | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.86% | — | -19.53% | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.83% | +0.64% | — | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.83% | — | +0.29% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | — | +0.20% | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.64% | +0.31% | — | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.63% | +0.30% | -28.13% | |
| 47 | UNP | Union Pacific CORP | 股票-工業 | 0.60% | — | +176.01% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.57% | -0.04% | — | |
| 49 | LARK | Landmark Bancorp INC | 股票-其他 | 0.55% | — | -0.73% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | -0.22% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +1.7% | +2140.66% | 加碼 |
| 2 | INTC | Intel CORP | +1.6% | +298.22% | 加碼 |
| 3 | GILD | Gilead Sciences INC | +1.5% | +48433.75% | 加碼 |
| 4 | XLF | Ss Financial Select Sector | +1.4% | +14.34% | 加碼 |
| 5 | WBA | Walgreens Boots Alliance INC | +1.3% | +3548.77% | 加碼 |
| 6 | DIS | Walt Disney Co/the | +1.3% | +2460.36% | 加碼 |
| 7 | VIAB | Viacom Inc-class B | +1.1% | +34867.35% | 加碼 |
| 8 | AMT | American Tower CORP | +1.1% | -1.43% | 減碼 |
| 9 | EFA | Ishares Msci Eafe ETF | +0.6% | +52.86% | 加碼 |
| 10 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.6% | +45.89% | 加碼 |
| 11 | UNP | Union Pacific CORP | +0.4% | +176.01% | 加碼 |
| 12 | VB | Vanguard Small-cap ETF | +0.4% | +556.34% | 加碼 |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.3% | -2.15% | 減碼 |
| 14 | ALK | Alaska Air Group INC | +0.2% | +507.25% | 加碼 |
| 15 | CSCO | Cisco Systems INC | +0.2% | +0.29% | 加碼 |
| 16 | VUG | Vanguard Growth ETF | +0.2% | — | 不變 |
| 17 | DBC | Invesco Db Commodity Index T | +0.1% | +591.62% | 加碼 |
| 18 | EVRG | Evergy INC | +0.1% | +30.03% | 加碼 |
| 19 | CBSH | Commerce Bancshares INC | +0.1% | +124.29% | 加碼 |
| 20 | AAPL | Apple INC | 0% | -19.66% | 減碼 |
| 21 | CERNCHF | Cerner CORP | 0% | -14.89% | 減碼 |
| 22 | IJR | Ishares Core S&p Small-cap E | -0.1% | -19.53% | 減碼 |
| 23 | VEA | Vanguard Ftse Developed ETF | -0.1% | -28.13% | 減碼 |
| 24 | URI | United Rentals INC | -0.2% | -23.53% | 減碼 |
| 25 | PFE | Pfizer INC | -0.2% | -9.96% | 減碼 |
| 26 | BA | Boeing Co/the | -0.3% | -28.24% | 減碼 |
| 27 | LMT | Lockheed Martin CORP | -0.4% | -29.85% | 減碼 |
| 28 | V | Visa Inc-class A Shares | -0.4% | -30.52% | 減碼 |
| 29 | BMY | Bristol-myers Squibb Co | -0.4% | -12.74% | 減碼 |
| 30 | CRM | Salesforce INC | -0.4% | -32.53% | 減碼 |
| 31 | MU | Micron Technology INC | -0.4% | -40.80% | 減碼 |
| 32 | MPC | Marathon Petroleum CORP | -0.5% | -28.47% | 減碼 |
| 33 | MSFT | Microsoft CORP | -0.5% | -31.94% | 減碼 |
| 34 | AMGN | Amgen INC | -0.5% | -21.63% | 減碼 |
| 35 | PSX | Phillips 66 | -0.5% | -33.86% | 減碼 |
| 36 | GOOGL | Alphabet Inc-cl A | -0.6% | -33.96% | 減碼 |
| 37 | NUE | Nucor CORP | -0.6% | -44.59% | 減碼 |
| 38 | BBY | Best Buy Co INC | -0.8% | -53.77% | 減碼 |
| 39 | VZ | Verizon Communications INC | -0.9% | -40.01% | 減碼 |
| 40 | WOO | Foot Locker INC | -1.1% | -52.22% | 減碼 |
| 41 | AMZN | Amazon.com INC | -1.2% | -42.32% | 減碼 |
| 42 | HD | Home Depot INC | -1.3% | -53.52% | 減碼 |
| 43 | EMN | Eastman Chemical Co | -1.4% | -59.50% | 減碼 |
| 44 | CELG | Celgene CORP | -1.7% | -99.73% | 減碼 |
| 45 | JWNUSD | Nordstrom INC | -2.5% | -97.65% | 減碼 |
| 46 | IYG | Ishares U.s. Financial Servi | -4.5% | -96.68% | 減碼 |
| 47 | SYMCEUR | Symantec CORP | — | NEW | 新建倉 |
| 48 | AVGO | Broadcom INC | — | NEW | 新建倉 |
| 49 | AZO | Autozone INC | — | NEW | 新建倉 |
| 50 | DKS | Dick's Sporting Goods INC | — | NEW | 新建倉 |