CIK: 0001765285
申報總市值
US$20.6億
僅顯示前 200 大持股（共 212 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 29.42% | -0.42% | +0.48% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 12.76% | +0.85% | +3.12% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 7.43% | +0.15% | -1.43% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 3.63% | -0.19% | +1.92% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.43% | -0.31% | -0.89% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.58% | +0.03% | -0.55% | |
| 7 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 2.08% | +0.29% | -0.97% | |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 1.80% | +0.09% | +859.70% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.60% | -0.24% | +11.89% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.50% | -0.13% | -2.80% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.36% | -0.14% | +10.58% | |
| 12 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.24% | — | -1.63% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.05% | -0.11% | +4.47% | |
| 14 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.00% | — | -0.72% | |
| 15 | ✓ | Soundwatch Hedged Equity ETF | ETF-其他 | 0.95% | — | -90.90% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.92% | +0.26% | +6.39% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.91% | — | +1.95% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 0.89% | +0.45% | +0.29% | |
| 19 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.89% | — | -4.73% | |
| 20 | CSM | Proshares Large Cap Core Plu | ETF-大型股與成長 | 0.83% | — | -5.08% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.77% | — | +4.71% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.72% | +0.13% | +3.37% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.69% | +0.06% | -4.57% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.58% | — | — | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.58% | -0.03% | +4.88% | |
| 26 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.56% | +0.08% | +2.53% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.56% | +0.25% | +16.59% | |
| 28 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.55% | — | — | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.50% | +0.03% | +0.08% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.49% | — | -0.32% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.49% | — | +0.17% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | -0.33% | |
| 33 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.46% | -0.14% | -12.69% | |
| 34 | DSTL | Distillate US Fundamental St | ETF-其他 | 0.44% | +0.01% | +25.57% | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.42% | +0.18% | +12.35% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.40% | — | +3.12% | |
| 37 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.40% | +0.03% | +0.01% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.35% | +0.16% | -0.26% | |
| 39 | IXJ | Ishares Global Healthcare Et | ETF-其他 | 0.35% | — | +0.29% | |
| 40 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-科技型 | 0.33% | — | -8.78% | |
| 41 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 0.33% | — | +16.53% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.33% | — | -0.33% | |
| 43 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.32% | +0.35% | +2.49% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.30% | — | -5.37% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.26% | — | — | |
| 46 | FDG | American Century Focused Dyn | ETF-其他 | 0.25% | +0.10% | -11.16% | |
| 47 | VUG | Vanguard Growth ETF | ETF-其他 | 0.25% | +0.02% | +0.54% | |
| 48 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.24% | — | -0.78% | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.24% | +0.19% | +12.33% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.24% | -0.15% | -3.43% |