CIK: 0001932952
申報總市值
US$14.9億
僅顯示前 200 大持股（共 769 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 | 11.72% | -4.47% | -20.08% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 9.58% | -1.65% | +0.94% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 6.25% | -2.90% | +152.41% | |
| 4 | SCHK | Schwab 1000 Index ETF | ETF-大型股與成長 | 5.57% | -0.39% | +1.73% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 5.37% | -2.15% | +94.75% | |
| 6 | VHT | Vanguard Health Care ETF | ETF-其他 | 4.48% | -0.29% | -1.12% | |
| 7 | XLF | Ss Financial Select Sector | ETF-其他 | 4.05% | -1.95% | +0.24% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.77% | +7.55% | +3.94% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 3.42% | -0.40% | +0.83% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.30% | — | +56579.31% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 3.22% | +0.66% | +36.21% | |
| 12 | VOX | Vanguard Communication Servi | ETF-其他 | 2.81% | -0.23% | -0.48% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.72% | — | -34.24% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.63% | -0.05% | +0.16% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 2.00% | -0.06% | -2.63% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.79% | -0.17% | +1.40% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.66% | — | -37.88% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.57% | -0.09% | -1.39% | |
| 19 | XLE | Ss Energy Select Sector | ETF-其他 | 1.41% | +0.21% | +0.27% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.38% | +0.46% | -72.69% | |
| 21 | UPS | United Parcel Service-cl B | 股票-工業 | 1.31% | -0.05% | -0.13% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.07% | — | -0.99% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.95% | -0.23% | -1.55% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.90% | -0.07% | — | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.78% | — | -1.22% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.77% | — | -2.41% | |
| 27 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.74% | — | -0.18% | |
| 28 | CPRT | Copart INC | 股票-工業 | 0.70% | -0.07% | -0.95% | |
| 29 | XLB | Ss Materials Select Sector | ETF-其他 | 0.70% | — | -0.25% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.05% | +0.35% | |
| 31 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-其他 | 0.56% | — | — | |
| 32 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.47% | -0.06% | +0.34% | |
| 33 | DE | Deere & Co | 股票-工業 | 0.40% | +0.05% | -0.14% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.36% | -0.18% | +0.09% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.34% | — | +3.87% | |
| 36 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.29% | — | -0.17% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.26% | — | +0.09% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.23% | — | -0.30% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.19% | — | -2.35% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.19% | +0.06% | -4.37% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.18% | — | -1.07% | |
| 42 | ABBV | Abbvie INC | 股票-醫療保健 | 0.15% | — | -1.82% | |
| 43 | WM | Waste Management INC | 股票-工業 | 0.15% | — | — | |
| 44 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.14% | — | -0.68% | |
| 45 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.14% | — | +1.50% | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.13% | — | +0.67% | |
| 47 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.12% | — | -0.50% | |
| 48 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.12% | — | +4.59% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.11% | — | +116.99% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.11% | — | +5.95% |