CIK: 0001767340
申報總市值
US$4.8億
僅顯示前 200 大持股（共 710 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 | WOLF* | Wolfspeed INC | 股票-其他 | 0.02% | — | -12.50% | |
| 2 | ALLE | Allegion plc | 股票-工業 | 0.02% | — | — | |
| 3 | PFE | Pfizer INC | 股票-醫療保健 | 0.02% | — | -4.81% | |
| 4 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.02% | — | — | |
| 5 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.02% | — | +1.21% | |
| 6 | CARR | Carrier Global CORP | 股票-工業 | 0.02% | — | -0.36% | |
| 7 | HON | Honeywell International INC | 股票-工業 | 0.02% | — | +0.33% | |
| 8 | MELI | Mercadolibre INC | 股票-循環性消費 | 0.02% | — | — | |
| 9 | CSCO | Cisco Systems INC | 股票-科技 | 0.02% | +0.11% | -91.35% | |
| 10 | CEG | Constellation Energy | 股票-公用事業 | 0.02% | — | — | |
| 11 | INTC | Intel CORP | 股票-科技 | 0.02% | — | -6.08% | |
| 12 | BCE | Bce INC | 股票-通訊服務 | 0.02% | — | -5.47% | |
| 13 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.02% | — | — | |
| 14 | CLX | Clorox Company | 股票-非循環性消費 | 0.02% | — | +9.71% | |
| 15 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.02% | — | +0.55% | |
| 16 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.02% | — | — | |
| 17 | TSLA | Tesla INC | 股票-循環性消費 | 0.02% | — | — | |
| 18 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.02% | — | -0.61% | |
| 19 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.02% | — | +12.66% | |
| 20 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.01% | — | +17.18% | |
| 21 | DIHP | Dimensional International Hi | ETF-其他 | 0.01% | — | +37.34% | |
| 22 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.01% | — | -5.25% | |
| 23 | DISV | Dimensional International Sm | ETF-其他 | 0.01% | — | +34.17% | |
| 24 | NGG | National Grid Plc-sp Adr | 股票-公用事業 | 0.01% | — | -0.82% | |
| 25 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.01% | — | — | |
| 26 | KGC | Kinross Gold CORP | 股票-原物料 | 0.01% | — | — | |
| 27 | AMT | American Tower CORP | 股票-房地產 | 0.01% | — | +0.46% | |
| 28 | STAA | Staar Surgical Co | 股票-其他 | 0.01% | — | — | |
| 29 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.01% | — | +41.92% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.01% | — | — | |
| 31 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.01% | -0.12% | EXIT | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.01% | +0.13% | — | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.01% | — | — | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.01% | — | — | |
| 35 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.01% | — | +31.36% | |
| 36 | HWM | Howmet Aerospace INC | 股票-工業 | 0.01% | — | — | |
| 37 | UBSI | United Bankshares INC | 股票-金融 | 0.01% | — | — | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.01% | — | — | |
| 39 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.01% | — | +0.89% | |
| 40 | SO | Southern Co/the | 股票-公用事業 | 0.01% | — | -10.00% | |
| 41 | AEP | American Electric Power | 股票-公用事業 | 0.01% | — | -6.18% | |
| 42 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.01% | — | — | |
| 43 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 0.01% | — | — | |
| 44 | APH | Amphenol Corp-cl A | 股票-科技 | 0.01% | +0.51% | NEW | |
| 45 | HYD | Vaneck High Yield Muni ETF | ETF-非投資等級債 | 0.01% | — | — | |
| 46 | PNW | Pinnacle West Capital Corporation | 股票-公用事業 | 0.01% | — | — | |
| 47 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 0.01% | — | — | |
| 48 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.01% | — | -12.64% | |
| 49 | D | Dominion Energy INC | 股票-公用事業 | 0.01% | — | -3.59% | |
| 50 | BA | Boeing Co/the | 股票-工業 | 0.01% | — | — |