CIK: 0001585822
申報總市值
US$4.4億
僅顯示前 200 大持股（共 300 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 | 7.64% | -0.32% | — | |
| 2 | DIS | Walt Disney Co/the | 股票-通訊服務 | 5.89% | -0.06% | -7.96% | |
| 3 | VHT | Vanguard Health Care ETF | ETF-其他 | 4.30% | — | -35.86% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.05% | +0.10% | +323.18% | |
| 5 | ✓ | Guggenheim | 股票-其他 | 3.45% | — | -1.10% | |
| 6 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 3.37% | — | +17.14% | |
| 7 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 2.93% | — | — | |
| 8 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 2.54% | — | +208.74% | |
| 9 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 2.40% | — | -70.14% | |
| 10 | ELV | Elevance Health INC | 股票-醫療保健 | 2.35% | — | +37.35% | |
| 11 | ✓ | At&t CORP | 股票-其他 | 2.33% | — | -18.73% | |
| 12 | VZ | Verizon Communications INC | 股票-通訊服務 | 2.33% | +0.11% | -9.31% | |
| 13 | MRK | Merck & Co. INC. | 股票-醫療保健 | 2.21% | — | -27.14% | |
| 14 | MMM | 3m Co | 股票-工業 | 2.20% | -0.03% | -51.18% | |
| 15 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 2.01% | — | +85.07% | |
| 16 | SMHUSD | Market Vectors Semiconductor | ETF-其他 | 1.98% | — | — | |
| 17 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.83% | -0.02% | +15.67% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.80% | — | +29.17% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.59% | — | -30.78% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.51% | — | -29.20% | |
| 21 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.51% | — | +69.89% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.37% | — | — | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.27% | — | — | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 1.19% | — | -8.91% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 1.19% | +0.11% | +72635.71% | |
| 26 | HCA | Hca Healthcare INC | 股票-醫療保健 | 1.17% | — | — | |
| 27 | VLO | Valero Energy CORP | 股票-能源 | 1.08% | — | +620.37% | |
| 28 | UAA | Under Armour Inc-class A | 股票-循環性消費 | 1.07% | — | -4.94% | |
| 29 | SWKS | Skyworks Solutions INC | 股票-科技 | 1.00% | — | +5027.70% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.11% | +3687.50% | |
| 31 | AMGN | Amgen INC | 股票-醫療保健 | 0.94% | — | +58752.63% | |
| 32 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.91% | — | — | |
| 33 | TER | Teradyne INC | 股票-科技 | 0.82% | — | — | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.78% | — | +850.13% | |
| 35 | CRM | Salesforce INC | 股票-科技 | 0.77% | -0.19% | — | |
| 36 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.77% | — | — | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.74% | — | +24253.85% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.73% | — | +2059.00% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.70% | — | +5009.06% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.69% | — | +8774.36% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.68% | — | — | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.68% | — | — | |
| 43 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.67% | — | +597.27% | |
| 44 | HON | Honeywell International INC | 股票-工業 | 0.66% | +0.05% | +1906.41% | |
| 45 | XLF | Ss Financial Select Sector | ETF-其他 | 0.64% | — | — | |
| 46 | ✓ | 股票-其他 | 0.61% | — | — | ||
| 47 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 0.59% | — | +36340.58% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.58% | — | +18072.34% | |
| 49 | PANW | Palo Alto Networks INC | 股票-科技 | 0.58% | — | — | |
| 50 | ✓ | Time Warner INC | 股票-其他 | 0.58% | — | +152075.00% |