CIK: 0001838226
申報總市值
US$4.4億
僅顯示前 200 大持股（共 1052 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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 4.34% | -0.03% | -1.18% | |
| 2 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 3.28% | — | +0.11% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.69% | — | -0.12% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.16% | -0.06% | -2.62% | |
| 5 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.85% | — | -5.34% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.85% | -0.02% | +6.76% | |
| 7 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-其他 | 1.75% | — | -0.92% | |
| 8 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 1.71% | — | +0.42% | |
| 9 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 1.70% | — | -1.84% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.62% | — | +2368.69% | |
| 11 | PGF | Invesco Financial Preferred | ETF-其他 | 1.50% | — | -7.16% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.49% | +0.07% | -6.39% | |
| 13 | BCD | Abrdn Bloomberg All Commodit | ETF-其他 | 1.49% | — | +10.16% | |
| 14 | UTF | Cohen & Steers Infrastructur | 股票-其他 | 1.46% | — | -3.31% | |
| 15 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.37% | -0.33% | +23.44% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.34% | +0.08% | -9.35% | |
| 17 | TD V0 07-17-25 0001 | Toronto-dominion Bank | 股票-金融 | 1.26% | — | — | |
| 18 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.16% | — | +0.03% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.15% | -0.02% | +45.38% | |
| 20 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 1.14% | -0.38% | +1.86% | |
| 21 | PEP | Pepsico INC | 股票-非循環性消費 | 1.13% | — | -1.36% | |
| 22 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.08% | +0.27% | +4.06% | |
| 23 | HNDL | Nasdaq 7 Handl Index ETF | ETF-科技型 | 1.04% | — | -2.85% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.01% | — | -0.16% | |
| 25 | GAB | Gabelli Equity Trust | 股票-其他 | 0.99% | — | -5.16% | |
| 26 | KMI | Kinder Morgan INC | 股票-能源 | 0.87% | — | +2.77% | |
| 27 | JPM V0 05-02-25 DMtn | Jpmorgan Chase Financial | 股票-金融 | 0.86% | — | — | |
| 28 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.86% | — | -1.60% | |
| 29 | RVT | Royce Small-cap Trust INC | 股票-其他 | 0.84% | — | +0.23% | |
| 30 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.84% | — | +3.85% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | — | +12.20% | |
| 32 | PFFD | Global X US Preferred ETF | ETF-其他 | 0.83% | — | -2.80% | |
| 33 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.81% | — | +0.89% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.80% | +0.09% | -4.77% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.78% | — | +11.24% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.75% | — | -36.90% | |
| 37 | PGX | Invesco Preferred ETF | ETF-其他 | 0.75% | — | -8.59% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.72% | — | -3.36% | |
| 39 | BX | Blackstone INC | 股票-金融 | 0.72% | — | +4.47% | |
| 40 | DE | Deere & Co | 股票-工業 | 0.72% | -0.04% | +3.95% | |
| 41 | UBS V0 06-10-24 EN18 | Credit Suisse AG London | 股票-金融 | 0.72% | — | — | |
| 42 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.70% | — | +1.06% | |
| 43 | FTGC | First Trust Global Tactical | ETF-其他 | 0.68% | — | +38.67% | |
| 44 | AFINUSD | Necessity Retail Reit Inc/th | 股票-其他 | 0.68% | — | +0.39% | |
| 45 | PECO | Phillips Edison & Company In | 股票-房地產 | 0.65% | — | +37.03% | |
| 46 | FPXI | First Trust International Eq | ETF-其他 | 0.65% | — | -15.99% | |
| 47 | FPX | First Trust US Equity Opport | ETF-其他 | 0.63% | — | -0.84% | |
| 48 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.63% | — | +359.07% | |
| 49 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.61% | — | -2.45% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.61% | — | — |