CIK: 0001838226
申報總市值
US$4.4億
僅顯示前 200 大持股（共 890 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 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.80% | — | +0.13% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.98% | -0.03% | +53.08% | |
| 3 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-其他 | 2.53% | — | -1.96% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.45% | -0.06% | +2.96% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.19% | — | +1.86% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.16% | — | +7.71% | |
| 7 | FPXI | First Trust International Eq | ETF-其他 | 2.14% | — | +44.32% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.94% | +0.08% | +6.61% | |
| 9 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.61% | — | -7.04% | |
| 10 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 1.55% | — | +38.77% | |
| 11 | PGF | Invesco Financial Preferred | ETF-其他 | 1.43% | — | +43.13% | |
| 12 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 1.42% | -0.38% | +5.37% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.32% | +0.04% | +52.44% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.32% | — | +8.59% | |
| 15 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.29% | — | +37.39% | |
| 16 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 1.24% | — | -2.86% | |
| 17 | PGX | Invesco Preferred ETF | ETF-其他 | 1.20% | — | -1.05% | |
| 18 | AFINUSD | Necessity Retail Reit Inc/th | 股票-其他 | 1.20% | — | -0.48% | |
| 19 | PEP | Pepsico INC | 股票-非循環性消費 | 1.16% | — | +6.41% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.14% | +0.09% | +13.18% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | — | +2.11% | |
| 22 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.98% | — | +3.16% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.92% | — | +38.49% | |
| 24 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.90% | — | +161.68% | |
| 25 | PRU | Prudential Financial INC | 股票-金融 | 0.86% | — | +1.69% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.83% | — | +69.29% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.82% | — | +5.97% | |
| 28 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.80% | +0.04% | +42.49% | |
| 29 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.79% | — | +13.24% | |
| 30 | BX | Blackstone INC | 股票-金融 | 0.77% | — | -4.59% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.76% | — | -0.13% | |
| 32 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.73% | — | +2.16% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.72% | — | +20.15% | |
| 34 | STWD | Starwood Property Trust INC | 股票-房地產 | 0.71% | — | +0.92% | |
| 35 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.68% | -0.33% | +1.38% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.66% | -0.02% | +154.38% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | — | -10.34% | |
| 38 | DE | Deere & Co | 股票-工業 | 0.61% | -0.04% | +1.88% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.61% | — | +1.43% | |
| 40 | KMI | Kinder Morgan INC | 股票-能源 | 0.60% | — | +12.58% | |
| 41 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.59% | — | +4.17% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.58% | — | -4.21% | |
| 43 | IP | International Paper Co | 股票-循環性消費 | 0.55% | — | +0.63% | |
| 44 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 0.51% | — | +0.75% | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.50% | — | -2.14% | |
| 46 | HON | Honeywell International INC | 股票-工業 | 0.48% | -0.15% | EXIT | |
| 47 | UTF | Cohen & Steers Infrastructur | 股票-其他 | 0.48% | — | +202.31% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.47% | +0.05% | +21.96% | |
| 49 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-其他 | 0.47% | — | +249.69% | |
| 50 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.47% | — | +31.06% |