CIK: 0001767340
申報總市值
US$4.8億
僅顯示前 200 大持股（共 693 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 | VUG | Vanguard Growth ETF | ETF-其他 | 5.36% | +0.33% | -8.42% | |
| 2 | FISR | Ss Fi Sector Rotation | ETF-其他 | 5.35% | -0.68% | -0.42% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.20% | +0.01% | +1.50% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.41% | +0.90% | -30.80% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 4.27% | -0.07% | +0.60% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 4.03% | -0.21% | +3.94% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.95% | -0.93% | +103.88% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 3.41% | -1.21% | +8.40% | |
| 9 | XLSR | Ss US Sector Rotation | ETF-其他 | 3.23% | -0.07% | -1.56% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 3.03% | +0.21% | +14.93% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.89% | -0.08% | -1.94% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.40% | -0.02% | +0.06% | |
| 13 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 2.03% | +0.90% | +0.73% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.74% | +0.01% | -1.83% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.47% | +0.14% | +6.71% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.35% | +0.03% | -16.10% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.33% | — | -2.62% | |
| 18 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 1.30% | — | +2.31% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.19% | — | +2.43% | |
| 20 | EBND | State Street Spdr Bloomberg | ETF-其他 | 1.19% | — | +5.07% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.17% | +0.12% | +1178.48% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.15% | +0.09% | -2.87% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.14% | — | -0.52% | |
| 24 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 1.12% | — | -1.39% | |
| 25 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.00% | +0.48% | +756.88% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.97% | — | -1.21% | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.91% | -0.27% | EXIT | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | +0.15% | +0.22% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.82% | +0.34% | -10.47% | |
| 30 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.76% | — | +2.40% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.75% | — | +4.27% | |
| 32 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.72% | +0.09% | +2.19% | |
| 33 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-其他 | 0.70% | — | +3.11% | |
| 34 | GWX | State Street Spdr S&p Intern | ETF-其他 | 0.68% | — | +3.70% | |
| 35 | DUK | Duke Energy CORP | 股票-公用事業 | 0.65% | — | -0.03% | |
| 36 | UPS | United Parcel Service-cl B | 股票-工業 | 0.64% | — | -1.34% | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.63% | +0.07% | +1.42% | |
| 38 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.61% | — | -36.68% | |
| 39 | CTAS | Cintas CORP | 股票-工業 | 0.57% | — | -0.73% | |
| 40 | DELL | Dell Technologies -c | 股票-科技 | 0.55% | — | +0.98% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.53% | — | +4.10% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.51% | -0.14% | -2.40% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.42% | — | +69.23% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.41% | — | +6.51% | |
| 45 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.41% | — | +7.00% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.40% | — | -1.03% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.40% | +0.09% | -15.44% | |
| 48 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.38% | — | +7.44% | |
| 49 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.38% | — | +48.18% | |
| 50 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.35% | — | +6.75% |