CIK: 0001800798
申報總市值
US$61.3億
僅顯示前 200 大持股（共 1109 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 | 3.17% | — | +33.75% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.49% | -0.63% | +31.37% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.03% | -0.16% | +56.65% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.87% | -0.56% | +48.63% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.86% | — | +25.19% | |
| 6 | CARY | Angel Oak Income ETF | ETF-其他 | 1.77% | -0.06% | +0.86% | |
| 7 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 1.34% | — | +3.02% | |
| 8 | EUSA | Ishares Msci USA Equal Weigh | ETF-其他 | 1.29% | — | +2.68% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.14% | — | +30.77% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | — | +35.58% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.94% | +0.03% | +253.38% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.90% | — | +42.43% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.89% | — | +43.28% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | — | +53.93% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.82% | -0.76% | +102.97% | |
| 16 | IDV | Ishares International Select | ETF-其他 | 0.80% | — | +2.05% | |
| 17 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.80% | — | +6.51% | |
| 18 | AOHY | Angel Oak High Yild Oppo ETF | ETF-其他 | 0.80% | — | +4.98% | |
| 19 | GDIV | Harbor Dividend Growth Leade | ETF-其他 | 0.80% | — | — | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.73% | — | +822.60% | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 0.72% | — | +112.27% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.70% | — | -14.28% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.66% | — | +79.33% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.66% | +0.08% | +27.80% | |
| 25 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股與成長 | 0.65% | +0.33% | -9.41% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | +0.18% | +37.26% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.63% | — | +49.06% | |
| 28 | CRM | Salesforce INC | 股票-科技 | 0.62% | — | +44.85% | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 0.60% | — | +89.51% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.59% | +0.19% | +59.53% | |
| 31 | WMT | Walmart INC | 股票-非循環性消費 | 0.57% | — | -14.96% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.55% | — | +92.30% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.54% | — | +67.08% | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.52% | — | +53.56% | |
| 35 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.50% | — | +15.80% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | — | +74.21% | |
| 37 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.46% | +0.15% | +69.87% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.46% | — | +133.34% | |
| 39 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.45% | — | +9.95% | |
| 40 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.43% | — | +24.20% | |
| 41 | XLE | Ss Energy Select Sector | ETF-其他 | 0.42% | — | +25.90% | |
| 42 | XLF | Ss Financial Select Sector | ETF-其他 | 0.42% | — | +25.80% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.41% | — | +58.51% | |
| 44 | SO | Southern Co/the | 股票-公用事業 | 0.41% | — | +7.40% | |
| 45 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.40% | — | +323.38% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | — | +68.68% | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.38% | — | +82.57% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.38% | — | +31.69% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.37% | — | +24.73% | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.37% | — | +854.86% |