CIK: 0001682021
申報總市值
US$7.2億
僅顯示前 200 大持股（共 296 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 | 4.75% | -0.41% | -1.02% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.29% | -0.17% | -3.10% | |
| 3 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 3.26% | -0.05% | -10.86% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.86% | +0.18% | -0.68% | |
| 5 | AMAT | Applied Materials INC | 股票-科技 | 2.70% | +0.81% | -4.32% | |
| 6 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.61% | -0.26% | +0.22% | |
| 7 | AMGN | Amgen INC | 股票-醫療保健 | 2.39% | — | -2.60% | |
| 8 | MDT | Medtronic plc | 股票-醫療保健 | 2.32% | -0.28% | -0.98% | |
| 9 | BWA | Borgwarner INC | 股票-循環性消費 | 2.06% | +0.31% | +1.63% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.96% | +0.59% | -1.35% | |
| 11 | SLV | Ishares Silver Trust | ETF-避險與商品 | 1.96% | -0.10% | -1.96% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.93% | -0.03% | -2.78% | |
| 13 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 1.80% | +0.24% | -7.54% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.75% | — | -9.46% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.68% | -0.32% | +57.63% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.58% | +0.09% | -0.89% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.57% | -0.08% | +5.43% | |
| 18 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.52% | -0.16% | -1.46% | |
| 19 | RHI | Robert Half INC | 股票-工業 | 1.34% | -0.05% | +2.84% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.33% | -0.31% | -0.97% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.26% | -0.19% | +2.73% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.23% | -0.06% | -2.37% | |
| 23 | DE | Deere & Co | 股票-工業 | 1.21% | +0.14% | -1.71% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.18% | -0.14% | -1.83% | |
| 25 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.13% | — | -21.82% | |
| 26 | ON | On Semiconductor | 股票-科技 | 1.13% | +0.13% | +4.68% | |
| 27 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.05% | +0.16% | -2.01% | |
| 28 | TSLA | Tesla INC | 股票-循環性消費 | 1.04% | -0.21% | -1.71% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.02% | — | +2.17% | |
| 30 | CAT | Caterpillar INC | 股票-工業 | 0.96% | +0.22% | -0.62% | |
| 31 | UPS | United Parcel Service-cl B | 股票-工業 | 0.96% | — | -36.10% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.92% | +0.08% | +47.45% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.91% | — | -14.01% | |
| 34 | ZBH | Zimmer Biomet Holdings INC | 股票-醫療保健 | 0.91% | — | +2.05% | |
| 35 | PNR | Pentair plc | 股票-工業 | 0.91% | -0.10% | -5.18% | |
| 36 | MRVL | Marvell Technology INC | 股票-科技 | 0.89% | +0.13% | — | |
| 37 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.88% | +0.17% | -2.21% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.78% | +0.17% | -2.44% | |
| 39 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.75% | +0.08% | +68.63% | |
| 40 | NUE | Nucor CORP | 股票-原物料 | 0.75% | — | -1.77% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.74% | — | -1.83% | |
| 42 | COIN | Coinbase Global INC -class A | 股票-金融 | 0.73% | -0.08% | +0.36% | |
| 43 | GLPI | Gaming And Leisure Propertie | 股票-房地產 | 0.72% | — | -3.67% | |
| 44 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.72% | -0.05% | +6.21% | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.69% | — | +14.63% | |
| 46 | AAAU | Goldman Sachs Physical Gold | ETF-避險與商品 | 0.68% | — | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.68% | — | -3.35% | |
| 48 | PEP | Pepsico INC | 股票-非循環性消費 | 0.68% | +0.08% | -0.12% | |
| 49 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.67% | — | +1.96% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.59% | — | -1.61% |