CIK: 0001797678
申報總市值
US$38.5億
僅顯示前 200 大持股（共 317 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 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.07% | — | -2.81% | |
| 2 | EPD | Enterprise Products Partners | 股票-能源 | 3.96% | +0.27% | +3.77% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.54% | -1.17% | +0.81% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.40% | +1.01% | -4.01% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.27% | — | +11.26% | |
| 6 | USIG | Ishares Broad Usd Investment | ETF-其他 | 2.65% | -1.13% | +10.79% | |
| 7 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 2.51% | +0.18% | +1.17% | |
| 8 | ADBE | Adobe INC | 股票-科技 | 2.26% | -0.15% | -3.58% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.83% | +0.60% | +1.85% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.72% | — | -6.72% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.69% | -1.53% | +1.17% | |
| 12 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-其他 | 1.59% | — | — | |
| 13 | MPLX | Mplx LP | 股票-能源 | 1.42% | — | -0.91% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.31% | +0.23% | +10.14% | |
| 15 | BLK | BlackRock, Inc. | 股票-金融 | 1.30% | — | +13.51% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.29% | +0.39% | +0.81% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.27% | — | +1.07% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.23% | — | +10.77% | |
| 19 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 1.22% | — | +0.48% | |
| 20 | KMI | Kinder Morgan INC | 股票-能源 | 1.19% | +0.14% | -1.34% | |
| 21 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.11% | -0.78% | +13.95% | |
| 22 | ABBV | Abbvie INC | 股票-醫療保健 | 1.07% | — | +33.19% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.05% | +2.03% | +24.95% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.99% | — | +15.11% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.94% | -0.23% | +45.99% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.93% | +0.05% | +8.82% | |
| 27 | PEP | Pepsico INC | 股票-非循環性消費 | 0.89% | — | +6.02% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.87% | — | +1.59% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | — | -1.13% | |
| 30 | HD | Home Depot INC | 股票-循環性消費 | 0.82% | — | +3.40% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.82% | — | +8.51% | |
| 32 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 0.82% | -0.36% | +1.62% | |
| 33 | ET | Energy Transfer LP | 股票-能源 | 0.80% | +0.18% | +17.49% | |
| 34 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.78% | — | +6.83% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.77% | — | +16.11% | |
| 36 | IHDG | Wisdomtree International Hed | ETF-其他 | 0.69% | — | +4.47% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.68% | — | +7.05% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.65% | — | +13.38% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.64% | — | +7.07% | |
| 40 | BXSL | Blackstone Secured Lending F | 股票-金融 | 0.64% | — | +7.17% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.63% | — | +17.92% | |
| 42 | COP | Conocophillips | 股票-能源 | 0.62% | — | -2.96% | |
| 43 | NOW | Servicenow INC | 股票-科技 | 0.61% | — | -9.49% | |
| 44 | GDEC | Ft Vest US Equity Moderate B | ETF-其他 | 0.57% | — | — | |
| 45 | LIN | Linde plc | 股票-原物料 | 0.57% | — | +5.74% | |
| 46 | GSEP | Ft Vest US Equity Moderate B | ETF-其他 | 0.55% | — | — | |
| 47 | GOCT | Ft Vest US Equity Moderate B | ETF-其他 | 0.55% | — | — | |
| 48 | OKE | Oneok INC | 股票-能源 | 0.54% | +0.11% | -0.74% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.54% | — | +28.46% | |
| 50 | HISF | First Trust High Income Strategic Focus ETF | ETF-其他 | 0.53% | — | +9.25% |