CIK: 0001800513
申報總市值
US$6.6億
僅顯示前 200 大持股（共 853 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 7.70% | -0.23% | +14.98% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.32% | -0.12% | +14.83% | |
| 3 | ABBV | Abbvie INC | 股票-醫療保健 | 5.54% | -0.03% | +16.25% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 5.50% | -0.11% | -2.49% | |
| 5 | BAX | Baxter International INC | 股票-醫療保健 | 5.31% | -0.04% | +0.56% | |
| 6 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 3.83% | -0.05% | +201.19% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.74% | -0.04% | +38.54% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.34% | -0.10% | +286.31% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.27% | -0.03% | -2.28% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.21% | -0.06% | +33.53% | |
| 11 | ABT | Abbott Laboratories | 股票-醫療保健 | 3.11% | -0.42% | +9.08% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.66% | -0.16% | -2.40% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.27% | — | +443.23% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.67% | -0.05% | +60.68% | |
| 15 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.53% | — | -13.61% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.27% | — | -0.41% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.23% | -0.05% | +23.93% | |
| 18 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.20% | — | +0.71% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.19% | -0.15% | +4.46% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.99% | -0.03% | +40.04% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.94% | — | +9.23% | |
| 22 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.88% | — | +0.03% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.81% | — | -2.35% | |
| 24 | ✓ | Indexiq ETF Tr | ETF-大型股與成長 | 0.70% | — | +0.06% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.59% | — | +43.92% | |
| 26 | TAK | Takeda Pharmaceutic-sp Adr | 股票-醫療保健 | 0.58% | — | +0.93% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.57% | — | -8.19% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.52% | — | -15.49% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.52% | — | +0.95% | |
| 30 | XLF | Ss Financial Select Sector | ETF-其他 | 0.47% | — | +12.69% | |
| 31 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.47% | — | -2.48% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.47% | — | +6.83% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.46% | — | -4.23% | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.45% | — | -20.57% | |
| 35 | T | At&t INC | 股票-通訊服務 | 0.45% | — | +0.32% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.44% | — | +0.08% | |
| 37 | CRM | Salesforce INC | 股票-科技 | 0.42% | -0.11% | +57.29% | |
| 38 | TSLA | Tesla INC | 股票-循環性消費 | 0.39% | -0.13% | -0.55% | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.38% | — | -9.63% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.37% | — | +160.74% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.36% | — | — | |
| 42 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.35% | — | +12.27% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.35% | — | -28.37% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.34% | — | -6.20% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.34% | — | -0.28% | |
| 46 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.33% | — | +0.06% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.31% | -0.03% | -2.04% | |
| 48 | CAH | Cardinal Health INC | 股票-醫療保健 | 0.31% | — | +0.01% | |
| 49 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.31% | — | +0.24% | |
| 50 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.30% | — | +66.81% |