CIK: 0001424367
申報總市值
US$10.0億
僅顯示前 200 大持股（共 542 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 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 6.09% | — | +62.22% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.78% | -0.23% | +1.56% | |
| 3 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 3.52% | — | -27.32% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 3.34% | — | -0.88% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 3.31% | +1.30% | +30.73% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.93% | -0.17% | +12.08% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.48% | -0.09% | +418.86% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.28% | — | +10.41% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.23% | — | +10.84% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.03% | — | +29.42% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.00% | -0.12% | +39.70% | |
| 12 | IGOV | Ishares International Treasu | ETF-其他 | 1.91% | — | — | |
| 13 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.20% | — | +196.31% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.14% | — | -0.78% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | — | +7.43% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.01% | — | -2.68% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | -0.04% | +4.99% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.00% | — | -9.22% | |
| 19 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.96% | -0.52% | +39.48% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.93% | — | +5.93% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.89% | — | -0.09% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.78% | — | -20.25% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | — | +6.36% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.71% | — | -7.51% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.71% | — | -2.33% | |
| 26 | T | At&t INC | 股票-通訊服務 | 0.69% | — | +3.71% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.69% | +0.25% | +8.40% | |
| 28 | FTA | First Trust L C Val Alp | ETF-其他 | 0.65% | — | -0.78% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.64% | +0.06% | -21.44% | |
| 30 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.61% | -0.09% | +15.39% | |
| 31 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.56% | — | -2.24% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | +0.45% | +3.19% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.52% | -0.09% | -9.11% | |
| 34 | DUK | Duke Energy CORP | 股票-公用事業 | 0.51% | — | +17.88% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.51% | — | -1.80% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.50% | — | -3.40% | |
| 37 | MBB | Ishares Mbs ETF | ETF-其他 | 0.49% | — | +5.83% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.47% | -0.12% | +11.56% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | — | -79.42% | |
| 40 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.47% | — | +48.75% | |
| 41 | MO | Altria Group INC | 股票-非循環性消費 | 0.47% | — | +6.35% | |
| 42 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.46% | +0.21% | -32.88% | |
| 43 | AMGN | Amgen INC | 股票-醫療保健 | 0.45% | — | -10.50% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.45% | — | +48.56% | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.44% | -0.04% | +18.81% | |
| 46 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.43% | — | +5.96% | |
| 47 | MSFT | Microsoft CORP | 股票-科技 | 0.42% | -0.25% | +3.11% | |
| 48 | HD | Home Depot INC | 股票-循環性消費 | 0.42% | — | +16.26% | |
| 49 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.42% | — | +27.10% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.41% | -0.13% | +16.46% |