CIK: 0001767580
申報總市值
US$13.8億
僅顯示前 200 大持股（共 284 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 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 7.61% | -2.53% | +282.06% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.43% | -1.74% | +106.04% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.30% | -1.07% | +15.90% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.08% | +0.14% | +12.94% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 3.32% | — | -51.11% | |
| 6 | NOC | Northrop Grumman CORP | 股票-工業 | 3.08% | +0.17% | -0.03% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.36% | — | +19.22% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.36% | -0.62% | +10.66% | |
| 9 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 2.23% | — | +1.25% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.82% | -0.52% | +13.24% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.75% | — | +4.85% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.74% | — | +93.99% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.62% | — | +12.44% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.52% | -0.53% | +6.73% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.33% | — | +14.01% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.26% | -0.29% | +13.88% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.14% | — | +6.91% | |
| 18 | TDVI | Ft Vest Technology Dividend | ETF-科技型 | 1.12% | — | — | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.05% | — | +3.92% | |
| 20 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 1.01% | +2.73% | +54.53% | |
| 21 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.92% | — | +333.31% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.89% | — | -0.88% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | — | +10.92% | |
| 24 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.80% | — | -2.69% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.70% | — | +8.30% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.65% | — | +12.02% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.64% | — | -3.02% | |
| 28 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.62% | — | -36.56% | |
| 29 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.58% | — | -6.19% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.57% | -0.39% | -1.24% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.55% | — | +6.55% | |
| 32 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.55% | — | -0.18% | |
| 33 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.53% | — | +6.14% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.52% | — | +2.54% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.52% | — | +8.64% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.52% | — | +0.72% | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.51% | -0.17% | +5.42% | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.50% | — | +8.17% | |
| 39 | DHR | Danaher CORP | 股票-醫療保健 | 0.45% | — | +71.48% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | — | +3.42% | |
| 41 | CRL | Charles River Laboratories | 股票-醫療保健 | 0.43% | — | +66.26% | |
| 42 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.42% | — | +9.90% | |
| 43 | CHE | Chemed CORP | 股票-醫療保健 | 0.41% | — | +104.23% | |
| 44 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.41% | -0.26% | EXIT | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.41% | — | +43.48% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.39% | — | +1.39% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.38% | — | +2.76% | |
| 48 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.37% | — | +20.01% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.37% | — | +17.30% | |
| 50 | FWONK | Liberty Media Corp-formula-c | 股票-通訊服務 | 0.37% | — | — |