CIK: 0001838226
申報總市值
US$4.4億
僅顯示前 200 大持股（共 251 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 | VNLA | Janus Henderson Short Durati | ETF-其他 | 4.10% | — | +0.17% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.77% | -0.03% | +2.48% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.84% | -0.06% | +0.68% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.73% | +0.04% | +2.06% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.69% | — | -3.68% | |
| 6 | VDE | Vanguard Energy ETF | ETF-其他 | 2.19% | -0.22% | +9.25% | |
| 7 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 2.16% | -0.38% | +8.08% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.10% | — | -4.02% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 2.04% | -0.02% | +1.36% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.02% | -0.02% | +3.65% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.00% | — | -1.10% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.75% | +0.07% | +2.82% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | — | -0.80% | |
| 14 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.30% | — | +4.14% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.29% | +0.08% | -11.24% | |
| 16 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 1.11% | — | -6.49% | |
| 17 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.10% | +0.27% | +7.38% | |
| 18 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 1.06% | — | -3.00% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.03% | — | +3.24% | |
| 20 | KMI | Kinder Morgan INC | 股票-能源 | 1.01% | — | -1.35% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.99% | — | -0.50% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.99% | +0.05% | +1.47% | |
| 23 | DE | Deere & Co | 股票-工業 | 0.96% | -0.04% | -14.38% | |
| 24 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.96% | +0.01% | +2.92% | |
| 25 | BX | Blackstone INC | 股票-金融 | 0.90% | — | -0.07% | |
| 26 | AVGO | Broadcom INC | 股票-科技 | 0.90% | +0.03% | -0.32% | |
| 27 | IGEB | Ishares Investment Grade Sys | ETF-投資等級公司債 | 0.90% | — | +7.81% | |
| 28 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.82% | — | +0.31% | |
| 29 | UTF | Cohen & Steers Infrastructur | 股票-其他 | 0.82% | — | -3.18% | |
| 30 | PEP | Pepsico INC | 股票-非循環性消費 | 0.81% | — | +4.08% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.80% | — | +2.86% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | — | -3.88% | |
| 33 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.77% | — | -5.71% | |
| 34 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.75% | — | +3.33% | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.73% | +0.09% | +8.60% | |
| 36 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.71% | +0.12% | +12.70% | |
| 37 | GAB | Gabelli Equity Trust | 股票-其他 | 0.71% | — | +6.13% | |
| 38 | XLF | Ss Financial Select Sector | ETF-其他 | 0.67% | — | +8.20% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.66% | — | -0.59% | |
| 40 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.64% | — | -22.92% | |
| 41 | CSB | Victoryshares US Small Cap H | ETF-中小型股 | 0.63% | — | +6.14% | |
| 42 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.62% | — | +1.60% | |
| 43 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-其他 | 0.62% | — | -4.60% | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.61% | — | +3.48% | |
| 45 | LGOV | First Tr Long Duration O-etf | ETF-其他 | 0.61% | -0.19% | +7.01% | |
| 46 | VUG | Vanguard Growth ETF | ETF-其他 | 0.61% | — | +10.46% | |
| 47 | RVT | Royce Small-cap Trust INC | 股票-其他 | 0.61% | — | -16.75% | |
| 48 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-其他 | 0.58% | — | +3.32% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.58% | — | -3.41% | |
| 50 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 0.57% | — | -5.79% |