CIK: 0001682196
申報總市值
US$1.8億
僅顯示前 200 大持股（共 248 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.56% | -0.34% | -3.52% | |
| 2 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.34% | +0.65% | -4.49% | |
| 3 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 2.89% | — | -3.59% | |
| 4 | AR | Antero Resources CORP | 股票-能源 | 2.67% | -0.13% | +18.81% | |
| 5 | EADSY | Airbus Se - Unsp Adr | 股票-其他 | 2.60% | — | -4.17% | |
| 6 | FTCS | First Trust Capital Strength | ETF-其他 | 2.59% | +0.64% | +36.46% | |
| 7 | LBTYA | Liberty Global Ltd. | 股票-其他 | 2.49% | +0.67% | -4.11% | |
| 8 | KMI | Kinder Morgan INC | 股票-能源 | 2.45% | -0.06% | -1.25% | |
| 9 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 2.21% | — | -1.94% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.21% | — | -0.68% | |
| 11 | PRI | Primerica INC | 股票-金融 | 2.04% | +0.40% | -3.89% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.94% | — | -1.78% | |
| 13 | BFH | Bread Financial Holdings INC | 股票-金融 | 1.87% | -2.73% | EXIT | |
| 14 | AXP | American Express Co | 股票-金融 | 1.82% | — | -2.06% | |
| 15 | ST | Sensata Technologies Holding plc | 股票-科技 | 1.81% | — | — | |
| 16 | HCA | Hca Healthcare INC | 股票-醫療保健 | 1.79% | — | +1277.19% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.62% | -0.38% | +19.20% | |
| 18 | DWM | Wisdomtree International Equ | ETF-其他 | 1.43% | — | +50.90% | |
| 19 | AXTA | Axalta Coating Systems Ltd. | 股票-原物料 | 1.39% | -0.85% | -3.25% | |
| 20 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.36% | +0.30% | +588.85% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.22% | — | +4.10% | |
| 22 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.22% | +0.52% | — | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.04% | -1.25% | +29.68% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.97% | — | +15.22% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.91% | — | +31.36% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.90% | — | +33.51% | |
| 27 | MBB | Ishares Mbs ETF | ETF-其他 | 0.79% | — | +22.78% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | — | +16.70% | |
| 29 | CAH | Cardinal Health INC | 股票-醫療保健 | 0.71% | -0.45% | EXIT | |
| 30 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.70% | — | — | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.68% | — | +1.49% | |
| 32 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.63% | — | +38.57% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.61% | — | +25.09% | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.61% | — | +10.91% | |
| 35 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.61% | — | +18.85% | |
| 36 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.60% | — | +23.04% | |
| 37 | FIS | Fidelity National Info Serv | 股票-科技 | 0.59% | — | -4.21% | |
| 38 | NZF | Nuveen Municipal Credit INC | 股票-其他 | 0.58% | -0.22% | — | |
| 39 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 0.58% | -0.36% | -2.09% | |
| 40 | PFE | Pfizer INC | 股票-醫療保健 | 0.57% | — | +32.16% | |
| 41 | PCAR | Paccar INC | 股票-工業 | 0.56% | — | -0.22% | |
| 42 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.55% | -0.23% | +2.53% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.55% | — | -1.33% | |
| 44 | CELG | Celgene CORP | 股票-其他 | 0.54% | -0.17% | -8.39% | |
| 45 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.54% | — | +21.23% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.54% | -0.66% | EXIT | |
| 47 | AIG | American International Group | 股票-金融 | 0.53% | — | -3.50% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.53% | -0.15% | EXIT | |
| 49 | ✓ | Powershares Global ETF Trust | ETF-其他 | 0.51% | — | +41.38% | |
| 50 | ✓ | 股票-其他 | 0.51% | — | -4.80% |