CIK: 0001800798
申報總市值
US$61.3億
僅顯示前 200 大持股（共 931 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 | AAPL | Apple INC | 股票-科技 | 3.86% | — | +0.59% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.39% | -0.63% | +5.94% | |
| 3 | CARY | Angel Oak Income ETF | ETF-其他 | 2.51% | -0.06% | +10.04% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.47% | — | +2.56% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | -0.56% | +4.21% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.96% | -0.16% | +37.60% | |
| 7 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 1.91% | — | +6.35% | |
| 8 | EUSA | Ishares Msci USA Equal Weigh | ETF-其他 | 1.85% | — | +8.76% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.37% | — | +0.01% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.23% | — | -6.36% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.12% | — | +6.11% | |
| 12 | AOHY | Angel Oak High Yild Oppo ETF | ETF-其他 | 1.10% | — | +25.98% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.09% | — | +11.37% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.09% | — | +1.54% | |
| 15 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股與成長 | 1.02% | +0.33% | +3.57% | |
| 16 | IDV | Ishares International Select | ETF-其他 | 1.00% | — | -0.52% | |
| 17 | WMT | Walmart INC | 股票-非循環性消費 | 1.00% | — | +4.81% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.92% | — | -2.68% | |
| 19 | CRM | Salesforce INC | 股票-科技 | 0.77% | — | +11.13% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.69% | — | +5.87% | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 0.68% | — | -6.58% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | — | -7.59% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.64% | +0.08% | +3.10% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.61% | -0.76% | -2.64% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.61% | — | +14.54% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | +0.18% | +4.07% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.57% | — | +3.77% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | +0.19% | -0.03% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.54% | — | +8.00% | |
| 30 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.53% | — | -4.39% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.53% | — | +5.19% | |
| 32 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.52% | — | +12.12% | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.52% | — | -4.93% | |
| 34 | SO | Southern Co/the | 股票-公用事業 | 0.49% | — | +4.82% | |
| 35 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股與成長 | 0.49% | — | -59.62% | |
| 36 | FTCS | First Trust Capital Strength | ETF-其他 | 0.47% | — | -9.00% | |
| 37 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.47% | — | +22.50% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.47% | — | +9.39% | |
| 39 | XLF | Ss Financial Select Sector | ETF-其他 | 0.46% | — | +8.58% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.46% | — | -5.18% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.45% | — | +16.18% | |
| 42 | VTV | Vanguard Value ETF | ETF-其他 | 0.45% | — | -14.81% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.45% | — | -0.40% | |
| 44 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.45% | — | +21.26% | |
| 45 | TSLA | Tesla INC | 股票-循環性消費 | 0.44% | — | +11.85% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.44% | — | +5.77% | |
| 47 | ARTY | Ishares Future Ai & Tech ETF | ETF-科技型 | 0.43% | — | — | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | — | +0.72% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.42% | +0.03% | +14.37% | |
| 50 | GNTYUSD | Guaranty Bancshares INC | 股票-其他 | 0.42% | — | -3.91% |