CIK: 0001661149
申報總市值
US$1.2億
僅顯示前 200 大持股（共 314 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 | AAPL | Apple INC | 股票-科技 | 4.73% | — | +23.69% | |
| 2 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 4.34% | — | +56.69% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.87% | — | -0.08% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.25% | — | +42.69% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.91% | — | +79.73% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.83% | — | +101.42% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.80% | — | +10.61% | |
| 8 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 1.73% | — | +63.24% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.66% | — | +64.07% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.40% | — | +36.09% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.39% | — | +75.36% | |
| 12 | WMT | Walmart INC | 股票-非循環性消費 | 1.37% | — | +308.31% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.37% | — | -22.72% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.34% | — | +91.03% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.34% | — | -10.85% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | — | +38.14% | |
| 17 | HD | Home Depot INC | 股票-循環性消費 | 1.19% | — | +36.50% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.02% | — | +48.86% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.01% | — | +102.82% | |
| 20 | PEP | Pepsico INC | 股票-非循環性消費 | 0.78% | — | +37.19% | |
| 21 | CAT | Caterpillar INC | 股票-工業 | 0.74% | — | +68.26% | |
| 22 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.73% | — | -5.31% | |
| 23 | T | At&t INC | 股票-通訊服務 | 0.73% | — | +47.22% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.73% | — | +34.79% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.67% | — | +58.29% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.67% | — | +3.42% | |
| 27 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.59% | — | +78.83% | |
| 28 | PGR | Progressive CORP | 股票-金融 | 0.58% | — | +0.52% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.58% | — | +195.17% | |
| 30 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.58% | — | +9.31% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.57% | — | +77.11% | |
| 32 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.56% | — | -10.34% | |
| 33 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.56% | — | +14.74% | |
| 34 | NFLX | Netflix INC | 股票-通訊服務 | 0.54% | — | +206.56% | |
| 35 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.54% | — | -5.58% | |
| 36 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.54% | — | +5.75% | |
| 37 | FISV | Fiserv INC | 股票-其他 | 0.54% | — | -0.54% | |
| 38 | LUV | Southwest Airlines Co | 股票-工業 | 0.53% | — | +11.94% | |
| 39 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.52% | — | +21.02% | |
| 40 | XEL | Xcel Energy INC | 股票-公用事業 | 0.52% | — | — | |
| 41 | CRM | Salesforce INC | 股票-科技 | 0.51% | — | +571.91% | |
| 42 | MCO | Moody's CORP | 股票-金融 | 0.51% | — | +1.62% | |
| 43 | CERNCHF | Cerner CORP | 股票-其他 | 0.49% | — | +3.71% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | — | +39.71% | |
| 45 | BND | Vanguard Total Bond Market | ETF-其他 | 0.46% | — | -1.66% | |
| 46 | SYK | Stryker CORP | 股票-醫療保健 | 0.46% | — | +8.05% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.45% | — | -3.71% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.45% | — | +67.89% | |
| 49 | UNP | Union Pacific CORP | 股票-工業 | 0.45% | — | +3.68% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.44% | — | — |