組合增持工業相關股票，少量減持科技股，業績週開始，早前科技股升幅已巨，擔心投資者對科技股期望過高，因此組合買入些少工業相關企業。
| 組合長倉持股(截至22-07-2020) | 比重 |
| 北美指數追蹤基金mpf (截至20-07-2020) | 13.05% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 26.92% |
| Computer - Mini: | |
| Apple Inc | 3.99% |
| Computer - Software: | |
| Microsoft Corp | 4.88% |
| Adobe Systems Inc | 4.56% |
| Semi-Eqpt Wafer Fabrication: | |
| ASML Holding NV | 4.30% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.17% |
| Semi General: | |
| NVIDIA Corp | 4.22% |
| Medical Products: | |
| Bio-Rad Laboratories | 4.31% |
| Conglomerates - Div Operations: | |
| Danaher Corp | 4.13% |
| Medical Instruments: | |
| Thermo Fisher Scientific | 4.16% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.21% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.97% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.01% |
| Machinery - General Industrial: | |
| Roper Technologies | 4.27% |
| Soap and Cleaning Products: | |
| Church & Dwight Company | 4.35% |
| Clorox Company | 4.27% |
| Chemical - Specialty: | |
| Ecolab Inc. | 4.31% |
| 現金+人壽儲蓄保險 | 8.96% |
| 總倉位 | 116.96% |
| 淨倉位(長-短-現金) | 108.00% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | -3.52% |
| 恆指YTD(截至22-07-2020) | -11.11% |
| 標普500YTD(截至22-07-2020) | 1.4% |
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