CIK: 0001800798
申報總市值
US$61.3億
僅顯示前 200 大持股（共 1475 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 | 3.42% | — | +50.55% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.04% | -0.63% | +15.65% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.43% | -0.76% | +40.91% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.99% | -0.56% | +29.63% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.90% | -0.16% | +12.20% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.57% | — | +19.74% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.49% | — | +27.47% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.41% | — | +17.13% | |
| 9 | CARY | Angel Oak Income ETF | ETF-其他 | 1.27% | -0.06% | +7.81% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | — | +28.85% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 0.93% | — | +12.34% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.90% | +0.01% | +35.47% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.89% | +0.03% | +27.79% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.85% | — | +30.11% | |
| 15 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 0.75% | — | -10.75% | |
| 16 | AOHY | Angel Oak High Yild Oppo ETF | ETF-其他 | 0.74% | — | +15.52% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.73% | — | +1.28% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | +44.58% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.71% | — | +15.24% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.68% | — | +76.54% | |
| 21 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.65% | +0.03% | +7.17% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | +0.19% | +25.92% | |
| 23 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.62% | — | +0.05% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.60% | — | +137.80% | |
| 25 | ALAI | Alger Ai Enable & Adopt ETF | ETF-其他 | 0.60% | +0.02% | +18.62% | |
| 26 | OEI | Optimize Equity Income ETF | ETF-其他 | 0.58% | — | — | |
| 27 | IDV | Ishares International Select | ETF-其他 | 0.58% | — | +5.39% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.58% | — | +29.83% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.57% | — | +7.13% | |
| 30 | WMT | Walmart INC | 股票-非循環性消費 | 0.57% | — | +17.28% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.57% | — | +13.36% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | — | +42.43% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | +0.18% | +12.03% | |
| 34 | EUSA | Ishares Msci USA Equal Weigh | ETF-其他 | 0.48% | — | -0.85% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.45% | — | +41.59% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.45% | — | +64.55% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.44% | +0.08% | +19.06% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.43% | — | +42.66% | |
| 39 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.41% | — | -6.65% | |
| 40 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.41% | — | +1262.94% | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.40% | — | +85.58% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | — | +27.73% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.38% | — | -3.17% | |
| 44 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.38% | — | +114.59% | |
| 45 | LRCX | Lam Research CORP | 股票-科技 | 0.37% | — | +13.09% | |
| 46 | MFSV | Mfs Active Value | ETF-其他 | 0.36% | — | +28.37% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.36% | — | +17.94% | |
| 48 | HD | Home Depot INC | 股票-循環性消費 | 0.35% | — | +7.58% | |
| 49 | FLQL | Franklin U.s. Large Cap Mult | ETF-大型股與成長 | 0.35% | +0.25% | +60.28% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.34% | — | +76.14% |