CIK: 0001639943
申報總市值
US$5.2億
僅顯示前 200 大持股（共 256 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 8.49% | +0.86% | -0.78% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.61% | -0.20% | +1.03% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 4.20% | — | -1.86% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.13% | — | -0.59% | |
| 5 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 3.55% | — | -1.33% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.89% | — | -8.17% | |
| 7 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 2.70% | — | -5.46% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.73% | — | +3.93% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | — | +6.39% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.44% | — | +2.96% | |
| 11 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.26% | — | +3.62% | |
| 12 | FSICUSD | Fs Kkr Capital CORP | 股票-其他 | 1.23% | — | +1.03% | |
| 13 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.18% | — | +4.56% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.16% | — | -2.76% | |
| 15 | PEP | Pepsico INC | 股票-非循環性消費 | 1.15% | — | +4.44% | |
| 16 | WPC | Wp Carey INC | 股票-房地產 | 1.11% | — | +3.14% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.11% | — | +5.87% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.08% | — | -3.10% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.04% | -0.11% | -1.06% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.04% | -0.29% | +0.35% | |
| 21 | BKH | Black Hills CORP | 股票-公用事業 | 1.03% | — | +5.99% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.01% | — | +1.43% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.01% | +1.57% | -0.22% | |
| 24 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.98% | — | +7.17% | |
| 25 | SWK | Stanley Black & Decker INC | 股票-工業 | 0.96% | — | +6.67% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.95% | — | +5.21% | |
| 27 | EMR | Emerson Electric Co | 股票-工業 | 0.95% | — | +5.98% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.95% | -0.15% | +5.54% | |
| 29 | ALB | Albemarle CORP | 股票-原物料 | 0.92% | — | +6.01% | |
| 30 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.90% | — | +3.87% | |
| 31 | CFR | Cullen/frost Bankers INC | 股票-金融 | 0.90% | — | +6.81% | |
| 32 | NUE | Nucor CORP | 股票-原物料 | 0.86% | — | +10.33% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.83% | — | -0.79% | |
| 34 | TGT | Target CORP | 股票-循環性消費 | 0.83% | — | +6.80% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.82% | — | +2.31% | |
| 36 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.79% | — | +1.52% | |
| 37 | T | At&t INC | 股票-通訊服務 | 0.78% | — | +10.95% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.77% | — | +5.19% | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.77% | — | +0.62% | |
| 40 | MO | Altria Group INC | 股票-非循環性消費 | 0.76% | — | +2.97% | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 0.75% | — | +0.70% | |
| 42 | ZLAB | Zai Lab Ltd-adr | 股票-其他 | 0.74% | — | -2.79% | |
| 43 | WMT | Walmart INC | 股票-非循環性消費 | 0.74% | -0.11% | +10.19% | |
| 44 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.68% | — | +3.00% | |
| 45 | DOV | Dover CORP | 股票-工業 | 0.68% | — | +5.89% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.65% | +0.23% | -1.90% | |
| 47 | CASY | Casey's General Stores INC | 股票-循環性消費 | 0.65% | — | +7.81% | |
| 48 | MDT | Medtronic plc | 股票-醫療保健 | 0.62% | — | +11.32% | |
| 49 | BXUSD | Blackstone Group Lp/the | 股票-其他 | 0.60% | — | +1.76% | |
| 50 | MSFT | Microsoft CORP | 股票-科技 | 0.59% | -0.47% | +3.32% |