CIK: 0001932952
申報總市值
US$14.9億
僅顯示前 200 大持股（共 790 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 | BND | Vanguard Total Bond Market | ETF-其他 | 12.03% | -2.15% | +151.01% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 9.70% | -1.65% | -6.80% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 9.20% | +7.55% | +133.49% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 8.08% | -4.47% | -22.16% | |
| 5 | SCHK | Schwab 1000 Index ETF | ETF-大型股與成長 | 5.87% | -0.39% | +1.76% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 5.52% | -2.90% | -15.36% | |
| 7 | VHT | Vanguard Health Care ETF | ETF-其他 | 3.85% | -0.29% | -11.11% | |
| 8 | XLF | Ss Financial Select Sector | ETF-其他 | 3.66% | -1.95% | -9.20% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 3.39% | +0.66% | +17.12% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.94% | -0.40% | -7.46% | |
| 11 | VOX | Vanguard Communication Servi | ETF-其他 | 2.71% | -0.23% | -9.87% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.39% | — | -5.80% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.36% | -0.05% | -7.78% | |
| 14 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 2.05% | — | — | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.76% | -0.06% | -9.23% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.67% | -0.17% | -6.21% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.61% | -0.09% | -2.16% | |
| 18 | XLE | Ss Energy Select Sector | ETF-其他 | 1.34% | +0.21% | -3.85% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | -0.23% | +2.84% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.03% | — | -8.01% | |
| 21 | UPS | United Parcel Service-cl B | 股票-工業 | 0.96% | -0.05% | -7.77% | |
| 22 | CPRT | Copart INC | 股票-工業 | 0.70% | -0.07% | -1.05% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.69% | — | -8.51% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | -0.05% | +0.35% | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.63% | — | -6.55% | |
| 26 | XLB | Ss Materials Select Sector | ETF-其他 | 0.61% | — | -7.32% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.59% | — | -79.85% | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.57% | -0.06% | +5.13% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.50% | -0.18% | -3.14% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.35% | — | -1.83% | |
| 31 | DE | Deere & Co | 股票-工業 | 0.32% | +0.05% | -4.52% | |
| 32 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.31% | — | -1.68% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.28% | — | +26.14% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.24% | — | -5.25% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | +0.06% | +1.47% | |
| 36 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-其他 | 0.19% | — | -61.42% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.19% | — | +1052.51% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.18% | — | +0.16% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.18% | +0.46% | -85.84% | |
| 40 | WM | Waste Management INC | 股票-工業 | 0.16% | — | -0.68% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.16% | — | +55.90% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.16% | — | -18.25% | |
| 43 | ABBV | Abbvie INC | 股票-醫療保健 | 0.15% | — | -3.78% | |
| 44 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.15% | -0.05% | +42.01% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.15% | — | +819.22% | |
| 46 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.14% | — | +25.59% | |
| 47 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.13% | — | -13.12% | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.13% | -0.07% | -84.65% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.13% | — | +27.89% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.13% | -0.04% | -0.13% |