CIK: 0001838226
申報總市值
US$4.4億
僅顯示前 200 大持股（共 269 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 | 4.61% | -0.03% | +1.13% | |
| 2 | VNLA | Janus Henderson Short Durati | ETF-其他 | 3.89% | — | +6.71% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.21% | +0.12% | +1.08% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.50% | +0.04% | +7.77% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.42% | — | +2.39% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 2.23% | -0.02% | +0.30% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.02% | -0.06% | -1.30% | |
| 8 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 2.02% | -0.38% | +2.12% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.98% | -0.02% | +0.08% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.85% | +0.07% | +3.96% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.79% | — | +0.51% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.79% | — | -0.16% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | — | +2.13% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.29% | +0.27% | +3.41% | |
| 15 | DE | Deere & Co | 股票-工業 | 1.23% | -0.04% | -0.03% | |
| 16 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.18% | — | +0.93% | |
| 17 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.18% | +0.01% | +3.71% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.11% | — | -3.74% | |
| 19 | IGEB | Ishares Investment Grade Sys | ETF-投資等級公司債 | 1.02% | — | +4.52% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.00% | +0.05% | +6.67% | |
| 21 | VDE | Vanguard Energy ETF | ETF-其他 | 0.95% | -0.22% | -50.37% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.94% | — | +0.43% | |
| 23 | KMI | Kinder Morgan INC | 股票-能源 | 0.93% | — | -0.43% | |
| 24 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.93% | +0.12% | +3.29% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.92% | +0.08% | -11.49% | |
| 26 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.91% | -0.33% | +11.68% | |
| 27 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.88% | — | -0.71% | |
| 28 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 0.87% | — | -1.27% | |
| 29 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.84% | +0.05% | +20.95% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | — | -1.75% | |
| 31 | UTF | Cohen & Steers Infrastructur | 股票-其他 | 0.79% | — | -1.16% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.74% | +0.09% | +4.30% | |
| 33 | RTX | Rtx CORP | 股票-工業 | 0.74% | — | -0.17% | |
| 34 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.71% | — | +20.99% | |
| 35 | GAB | Gabelli Equity Trust | 股票-其他 | 0.71% | — | +1.16% | |
| 36 | XLF | Ss Financial Select Sector | ETF-其他 | 0.69% | — | +2.37% | |
| 37 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.68% | — | +0.49% | |
| 38 | BX | Blackstone INC | 股票-金融 | 0.68% | — | -1.53% | |
| 39 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.68% | — | -6.87% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.66% | — | -0.60% | |
| 41 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-其他 | 0.65% | — | +10.86% | |
| 42 | CSB | Victoryshares US Small Cap H | ETF-中小型股 | 0.65% | — | +2.44% | |
| 43 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.64% | -0.37% | +14.50% | |
| 44 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.63% | — | -4.59% | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.63% | — | +4.37% | |
| 46 | AVGO | Broadcom INC | 股票-科技 | 0.60% | +0.03% | -16.72% | |
| 47 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.60% | — | +13.34% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.59% | — | +1.72% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.58% | — | +1.67% | |
| 50 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.57% | — | -0.24% |