CIK: 0001661149
申報總市值
US$1.2億
僅顯示前 200 大持股(共 342 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 | 5.19% | — | -7.85% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.29% | — | +11.88% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.25% | — | +38.84% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.81% | — | +9.36% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.75% | — | +9.77% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.26% | — | -18.62% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 1.63% | — | -1.52% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.55% | — | +31.52% | |
| 9 | HD | Home Depot INC | 股票-循環性消費 | 1.36% | — | +2.34% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.34% | — | -1.07% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.23% | — | +18.55% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.14% | — | -4.05% | |
| 13 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 1.13% | — | -68.80% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | — | -3.93% | |
| 15 | ARKK | Ark Innovation ETF | ETF-其他 | 1.00% | — | +175.47% | |
| 16 | WMT | Walmart INC | 股票-非循環性消費 | 0.90% | — | -24.88% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 0.85% | — | +18.91% | |
| 18 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.80% | — | +161.85% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | — | -27.22% | |
| 20 | PEP | Pepsico INC | 股票-非循環性消費 | 0.71% | — | -0.42% | |
| 21 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.70% | — | -15.42% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.69% | — | -45.65% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.68% | — | -25.79% | |
| 24 | EA | Electronic Arts INC | 股票-通訊服務 | 0.65% | — | — | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.65% | — | +8.56% | |
| 26 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.64% | — | -0.02% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.62% | — | -10.06% | |
| 28 | NFLX | Netflix INC | 股票-通訊服務 | 0.57% | — | +3.85% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.56% | — | +34.65% | |
| 30 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.55% | — | -6.61% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.54% | — | -13.31% | |
| 32 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.54% | — | +22.07% | |
| 33 | MCO | Moody's CORP | 股票-金融 | 0.54% | — | -1.75% | |
| 34 | CRM | Salesforce INC | 股票-科技 | 0.53% | — | -3.18% | |
| 35 | ODFL | Old Dominion Freight Line | 股票-工業 | 0.52% | — | — | |
| 36 | DOCU | Docusign INC | 股票-科技 | 0.51% | — | +13.25% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.51% | — | +44.15% | |
| 38 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.50% | — | -7.50% | |
| 39 | T | At&t INC | 股票-通訊服務 | 0.49% | — | -21.72% | |
| 40 | CERNCHF | Cerner CORP | 股票-其他 | 0.48% | — | +9.36% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.47% | — | +11.19% | |
| 42 | UNP | Union Pacific CORP | 股票-工業 | 0.47% | — | +6.42% | |
| 43 | PGR | Progressive CORP | 股票-金融 | 0.47% | — | -9.98% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.47% | — | -1.30% | |
| 45 | FISV | Fiserv INC | 股票-其他 | 0.47% | — | +1.80% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.47% | — | +2.05% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.46% | — | +178.07% | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.46% | — | -15.45% | |
| 49 | BND | Vanguard Total Bond Market | ETF-其他 | 0.45% | — | +12.82% | |
| 50 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.45% | — | -22.95% |