CIK: 0002009346
申報總市值
US$2.8億
僅顯示前 200 大持股（共 207 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 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 11.57% | -0.88% | +0.32% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 10.42% | -0.62% | +1.03% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 9.87% | -2.29% | +4.67% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 8.20% | -1.51% | +2.86% | |
| 5 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 7.25% | -1.17% | +1.51% | |
| 6 | DFAI | Dimensional International Co | ETF-其他 | 7.19% | -1.21% | +1.06% | |
| 7 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 5.59% | -0.72% | +2.15% | |
| 8 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 4.65% | -0.48% | +3.27% | |
| 9 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 4.27% | +0.51% | +7.59% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 4.12% | -0.03% | -4.47% | |
| 11 | JEMA | Jpmorgan Activebuilders Emer | ETF-其他 | 2.97% | +0.11% | +0.57% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.91% | +1.82% | NEW | |
| 13 | WMT | Walmart INC | 股票-非循環性消費 | 1.56% | +1.19% | +346.73% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.44% | +1.05% | NEW | |
| 15 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 1.19% | +0.11% | -0.73% | |
| 16 | SECT | Main Sector Rotation ETF | ETF-其他 | 1.13% | -0.06% | +2.38% | |
| 17 | QMOM | Alpha US Quant Mom ETF | ETF-其他 | 1.13% | -0.09% | +2.59% | |
| 18 | UFOX | Defiance Connective Tech ETF | ETF-科技型 | 0.98% | +0.11% | -3.88% | |
| 19 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.74% | -0.07% | -4.98% | |
| 20 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-其他 | 0.64% | -0.03% | — | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.59% | +0.07% | +40.51% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | +0.06% | +38.60% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | +0.04% | +19.05% | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.35% | +0.17% | -2.01% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.34% | -0.33% | EXIT | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.34% | +0.09% | +26.96% | |
| 27 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.31% | — | -1.67% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.29% | — | — | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.26% | +0.13% | +68.97% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.25% | +0.19% | NEW | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.25% | — | +19.58% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.24% | +0.19% | +1051.16% | |
| 33 | HACK | Amplify Cybersecurity ETF | ETF-其他 | 0.23% | +0.20% | NEW | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.22% | — | +24.89% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.22% | — | — | |
| 36 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.22% | +0.12% | NEW | |
| 37 | VDE | Vanguard Energy ETF | ETF-其他 | 0.21% | — | — | |
| 38 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.21% | +0.15% | +376.67% | |
| 39 | DE | Deere & Co | 股票-工業 | 0.21% | — | +24.24% | |
| 40 | RTX | Rtx CORP | 股票-工業 | 0.20% | — | +11.08% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.19% | +0.04% | +57.18% | |
| 42 | EVRG | Evergy INC | 股票-公用事業 | 0.18% | +0.16% | +5250.00% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.18% | — | +42.78% | |
| 44 | CAT | Caterpillar INC | 股票-工業 | 0.18% | +0.14% | +65.26% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.17% | +0.09% | NEW | |
| 46 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.17% | +0.03% | +13.35% | |
| 47 | AAPL | Apple INC | 股票-科技 | 0.17% | — | — | |
| 48 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.17% | — | +34.68% | |
| 49 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.16% | +0.13% | NEW | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.16% | — | — |