CIK: 0001585822
申報總市值
US$4.4億
僅顯示前 200 大持股（共 288 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 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 8.26% | +0.16% | +1.99% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.86% | -0.32% | -20.21% | |
| 3 | T | At&t INC | 股票-通訊服務 | 4.95% | — | — | |
| 4 | VZ | Verizon Communications INC | 股票-通訊服務 | 4.66% | +0.11% | +22.39% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.13% | — | -0.30% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.27% | — | +44.00% | |
| 7 | GLD | Spdr Gold Shares | ETF-避險與商品 | 3.27% | — | +139.08% | |
| 8 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.95% | -0.06% | -15.35% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.54% | -0.36% | -19.68% | |
| 10 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 2.43% | — | -21.50% | |
| 11 | MDT | Medtronic plc | 股票-醫療保健 | 2.38% | — | — | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.31% | — | +437.30% | |
| 13 | LMT | Lockheed Martin CORP | 股票-工業 | 2.24% | +0.06% | +116.59% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.15% | -0.28% | +69.92% | |
| 15 | ABBV | Abbvie INC | 股票-醫療保健 | 2.07% | — | +94.30% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 2.03% | +0.08% | +661.00% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.93% | +0.09% | +1415.13% | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.89% | — | +828.53% | |
| 19 | AEP | American Electric Power | 股票-公用事業 | 1.77% | — | +2533.93% | |
| 20 | PM | Philip Morris International | 股票-非循環性消費 | 1.75% | — | +2558.43% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.74% | -0.10% | -34.72% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.73% | -0.11% | +2541.11% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.69% | — | +1745.26% | |
| 24 | MO | Altria Group INC | 股票-非循環性消費 | 1.69% | — | +3360.47% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 1.66% | — | +1764.28% | |
| 26 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 1.65% | — | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.64% | -0.05% | — | |
| 28 | REYN | Reynolds Consumer Products Inc. | 股票-其他 | 1.62% | — | +6165.18% | |
| 29 | AGNC | Agnc Investment CORP | 股票-房地產 | 1.60% | — | — | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 1.25% | — | +12.99% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.22% | +0.10% | +647.09% | |
| 32 | HD | Home Depot INC | 股票-循環性消費 | 1.11% | — | -7.71% | |
| 33 | UPS | United Parcel Service, Inc. | 股票-工業 | 1.06% | — | — | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.85% | -0.87% | +131.59% | |
| 35 | FITB | Fifth Third Bancorp | 股票-金融 | 0.78% | — | +30202.60% | |
| 36 | KEY | Keycorp | 股票-金融 | 0.73% | — | — | |
| 37 | MMM | 3m Co | 股票-工業 | 0.68% | -0.03% | -0.77% | |
| 38 | BKNG | Booking Hldgs INC | 股票-循環性消費 | 0.67% | — | — | |
| 39 | SYK | Stryker CORP | 股票-醫療保健 | 0.67% | -0.05% | +19425.00% | |
| 40 | MGM | Mgm Resorts International | 股票-循環性消費 | 0.67% | — | — | |
| 41 | EOG | Eog Resources INC | 股票-能源 | 0.61% | — | +98.72% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | — | +34.38% | |
| 43 | NOC | Northrop Grumman CORP | 股票-工業 | 0.57% | +0.07% | +28.43% | |
| 44 | PTEN | Patterson-uti Energy INC | 股票-能源 | 0.57% | — | — | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.50% | — | — | |
| 46 | IDU | Ishares US Utilities ETF | ETF-其他 | 0.49% | — | — | |
| 47 | SH1USD | Proshares Short S&p500 | ETF-其他 | 0.47% | — | — | |
| 48 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.42% | — | +780.58% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.38% | — | +101.74% | |
| 50 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.36% | — | — |