CIK: 0001932952
申報總市值
US$14.9億
僅顯示前 200 大持股（共 836 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 15.67% | -4.47% | +11.26% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 9.15% | -1.65% | +0.92% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.63% | +0.46% | -27.43% | |
| 4 | SCHK | Schwab 1000 Index ETF | ETF-大型股與成長 | 5.53% | -0.39% | +1.93% | |
| 5 | VHT | Vanguard Health Care ETF | ETF-其他 | 4.78% | -0.29% | -5.33% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-其他 | 4.05% | — | -0.63% | |
| 7 | XLF | Ss Financial Select Sector | ETF-其他 | 4.01% | -1.95% | -4.23% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.67% | +7.55% | -2.06% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 3.43% | -0.40% | -3.34% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 2.94% | -2.15% | +3.82% | |
| 11 | VOX | Vanguard Communication Servi | ETF-其他 | 2.84% | -0.23% | -2.61% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.64% | — | +14.76% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.62% | -0.05% | -6.32% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.57% | +0.66% | — | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.50% | -2.90% | +130.79% | |
| 16 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 2.21% | -0.06% | -2.64% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.76% | -0.17% | -9.12% | |
| 18 | XLE | Ss Energy Select Sector | ETF-其他 | 1.70% | +0.21% | -7.84% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.61% | -0.09% | +0.46% | |
| 20 | UPS | United Parcel Service-cl B | 股票-工業 | 1.46% | -0.05% | +0.09% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.10% | — | -8.31% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | -0.23% | -2.31% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.83% | — | -3.86% | |
| 24 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.75% | — | +3.40% | |
| 25 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.75% | — | -0.55% | |
| 26 | XLB | Ss Materials Select Sector | ETF-其他 | 0.72% | — | -3.75% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | -0.05% | -0.68% | |
| 28 | CPRT | Copart INC | 股票-工業 | 0.70% | -0.07% | +98.08% | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.44% | -0.06% | -2.27% | |
| 30 | DE | Deere & Co | 股票-工業 | 0.42% | +0.05% | -2.49% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.38% | -0.18% | -0.56% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.32% | — | -1.86% | |
| 33 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.31% | — | -0.42% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.26% | — | -3.32% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.26% | +0.06% | -2.13% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.24% | — | -15.81% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.20% | — | -0.46% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.20% | — | +1.45% | |
| 39 | ABBV | Abbvie INC | 股票-醫療保健 | 0.17% | — | +1.02% | |
| 40 | WM | Waste Management INC | 股票-工業 | 0.15% | — | — | |
| 41 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.14% | — | -1.87% | |
| 42 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.13% | — | +9.69% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.13% | — | -7.84% | |
| 44 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.13% | — | -5.42% | |
| 45 | HD | Home Depot INC | 股票-循環性消費 | 0.12% | — | -0.98% | |
| 46 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.12% | — | +10.89% | |
| 47 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.12% | -0.05% | -14.56% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.12% | — | -0.50% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.12% | -0.04% | — | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.11% | — | +3.61% |