CIK: 0001801507
申報總市值
US$70.8億
僅顯示前 200 大持股（共 473 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 | REET | Ishares Global Reit ETF | ETF-其他 | 0.03% | — | -33.01% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.03% | — | +1.52% | |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.03% | — | -2.42% | |
| 4 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.03% | — | +8.73% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.03% | — | +3.44% | |
| 6 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.03% | — | +108.06% | |
| 7 | TXN | Texas Instruments INC | 股票-科技 | 0.03% | — | -2.17% | |
| 8 | GE | General Electric | 股票-工業 | 0.03% | — | +14.30% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.03% | — | — | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.03% | — | +118.30% | |
| 11 | AMD | Advanced Micro Devices | 股票-科技 | 0.03% | — | +27.96% | |
| 12 | AXP | American Express Co | 股票-金融 | 0.03% | — | +8.23% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.03% | — | +47.06% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.03% | — | -0.96% | |
| 15 | EMR | Emerson Electric Co | 股票-工業 | 0.03% | — | +7.32% | |
| 16 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 0.03% | — | — | |
| 17 | DHI | Dr Horton INC | 股票-循環性消費 | 0.03% | — | +0.81% | |
| 18 | SEIM | Sei Qim US Large Cap Momentu | ETF-大型股與成長 | 0.03% | — | — | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.03% | — | +324.85% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.03% | — | +0.57% | |
| 21 | CRM | Salesforce INC | 股票-科技 | 0.03% | — | -0.68% | |
| 22 | JPME | JPM Diver Ret US Mc Equity | ETF-其他 | 0.03% | — | -0.02% | |
| 23 | SEIV | Sei Qim US Large Cap Value A | ETF-大型股與成長 | 0.03% | — | — | |
| 24 | BNDW | Vanguard Total World Bond Et | ETF-其他 | 0.03% | — | -2.62% | |
| 25 | ADP | Automatic Data Processing | 股票-科技 | 0.03% | — | +0.65% | |
| 26 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.03% | — | +0.09% | |
| 27 | AVRE | Avantis Real Estate ETF | ETF-其他 | 0.03% | — | -0.43% | |
| 28 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.03% | — | +5.71% | |
| 29 | JPIN | JPM Diversified Ret Intl Eq | ETF-其他 | 0.03% | — | +0.08% | |
| 30 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.03% | — | -3.56% | |
| 31 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.03% | — | +88.41% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.03% | — | +20.97% | |
| 33 | TT | Trane Technologies plc | 股票-工業 | 0.03% | — | +18.72% | |
| 34 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.03% | — | +22.73% | |
| 35 | FDX | Fedex CORP | 股票-工業 | 0.03% | — | +2.69% | |
| 36 | T | At&t INC | 股票-通訊服務 | 0.03% | — | +24.86% | |
| 37 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.03% | — | +82.75% | |
| 38 | DCOR | Dimensional US Core Eq 1 ETF | ETF-其他 | 0.02% | — | -27.85% | |
| 39 | AVIG | Avantis Core Fixed Income | ETF-其他 | 0.02% | — | -1.40% | |
| 40 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.02% | — | +23.24% | |
| 41 | SO | Southern Co/the | 股票-公用事業 | 0.02% | — | -0.28% | |
| 42 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.02% | — | +24.82% | |
| 43 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 0.02% | — | +77.19% | |
| 44 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.02% | — | +23.48% | |
| 45 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.02% | — | +23.48% | |
| 46 | RTX | Rtx CORP | 股票-工業 | 0.02% | — | +9.21% | |
| 47 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.02% | — | +5.92% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.02% | — | +22.23% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.02% | — | -3.00% | |
| 50 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.02% | — | — |