CIK: 0001974910
申報總市值
US$6.9億
僅顯示前 200 大持股（共 415 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 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 13.64% | -1.42% | +31.84% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 11.32% | -5.26% | +38.25% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 9.45% | -0.30% | +58.75% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 8.65% | -0.04% | -27.26% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 6.07% | -4.53% | — | |
| 6 | GDE | Wisdomtree Efficient Gold Pl | ETF-避險與商品 | 4.75% | -0.10% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.02% | -0.09% | +1.07% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.21% | +0.16% | +1.22% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.75% | -0.12% | -0.73% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 1.58% | -3.42% | -9.38% | |
| 11 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 1.43% | — | +188.93% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.34% | -0.08% | -0.46% | |
| 13 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.13% | +0.08% | -2.60% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | -0.21% | -0.67% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.94% | -0.05% | +20.34% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.89% | -0.83% | EXIT | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | -0.06% | -0.71% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.77% | — | — | |
| 19 | IDMO | Invesco S&p International De | ETF-其他 | 0.75% | +0.43% | +33.69% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.74% | — | — | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | -0.07% | -0.49% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.74% | — | — | |
| 23 | AAPL | Apple INC | 股票-科技 | 0.74% | -0.02% | +0.48% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.71% | — | +0.24% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 0.60% | -0.05% | +5.88% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.58% | — | -1.17% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.57% | — | -22.40% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | -3.08% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.54% | -0.05% | -0.62% | |
| 30 | XVV | Ishares Esg Select Screened | ETF-其他 | 0.51% | -0.09% | -9.11% | |
| 31 | ABBV | Abbvie INC | 股票-醫療保健 | 0.51% | — | -1.87% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.50% | — | -1.18% | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.49% | — | — | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.09% | +0.59% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.48% | -0.04% | -0.95% | |
| 36 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.41% | — | -3.35% | |
| 37 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.41% | — | -51.23% | |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.38% | — | -13.41% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.37% | — | -61.32% | |
| 40 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.37% | -0.03% | -1.77% | |
| 41 | OBIL | F/m US Treasury 12 Month Bil | ETF-政府公債 | 0.37% | — | -18.07% | |
| 42 | GS | Goldman Sachs Group INC | 股票-金融 | 0.36% | — | — | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | +0.15% | -6.80% | |
| 44 | VTV | Vanguard Value ETF | ETF-其他 | 0.35% | — | — | |
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.32% | -0.05% | +0.55% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.31% | -0.06% | — | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.30% | — | — | |
| 48 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.30% | — | +2.86% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.28% | -0.04% | — | |
| 50 | AXP | American Express Co | 股票-金融 | 0.26% | -0.04% | — |