CIK: 0001802132
申報總市值
US$1.6億
僅顯示前 200 大持股（共 240 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 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 股票-其他 | 7.89% | — | +164.69% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 6.45% | — | +70.68% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-其他 | 5.47% | — | +356.56% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.05% | -0.11% | +97.85% | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 2.77% | — | — | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 2.76% | — | +108.31% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.38% | -0.56% | +79.10% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.30% | — | +70.02% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.29% | — | +45.60% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.12% | — | +59.95% | |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.53% | — | +97.34% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.52% | +0.25% | +84.77% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.40% | — | +77.72% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.35% | -0.37% | +108.12% | |
| 15 | T | At&t INC | 股票-通訊服務 | 1.34% | — | +92.04% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.29% | +0.08% | -83.44% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.12% | — | +240.43% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 0.93% | — | +146.16% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 0.93% | — | +65.81% | |
| 20 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.90% | — | +92.19% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.86% | — | +44.97% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.82% | — | +74.36% | |
| 23 | HD | Home Depot INC | 股票-循環性消費 | 0.78% | — | +812.22% | |
| 24 | BA | Boeing Co/the | 股票-工業 | 0.77% | — | +117.19% | |
| 25 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.72% | — | +80.23% | |
| 26 | GAIN | Gladstone Investment CORP | 股票-其他 | 0.69% | — | +86.36% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.67% | -0.82% | +59.12% | |
| 28 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.65% | — | +100.68% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.65% | — | +91.68% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.65% | — | +255.99% | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.65% | — | -25.35% | |
| 32 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.63% | — | +95.76% | |
| 33 | MAIN | Main Street Capital CORP | 股票-金融 | 0.62% | — | +101.76% | |
| 34 | PFE | Pfizer INC | 股票-醫療保健 | 0.59% | — | +64.85% | |
| 35 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.59% | — | +111.29% | |
| 36 | SH1USD | Proshares Short S&p500 | ETF-其他 | 0.57% | — | — | |
| 37 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.56% | — | +89.92% | |
| 38 | VTV | Vanguard Value ETF | ETF-其他 | 0.56% | — | -5.68% | |
| 39 | FAS | Dirx Dly Finacial B3x Etf-ui | ETF-其他 | 0.56% | — | +668.64% | |
| 40 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.56% | — | +72.97% | |
| 41 | AXP | American Express Co | 股票-金融 | 0.53% | — | +83.77% | |
| 42 | WPC | Wp Carey INC | 股票-房地產 | 0.51% | — | +31.50% | |
| 43 | ZTS | Zoetis INC | 股票-醫療保健 | 0.51% | — | +50.40% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.51% | — | +64.31% | |
| 45 | CAT | Caterpillar INC | 股票-工業 | 0.51% | — | +87.56% | |
| 46 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 0.50% | — | +67.39% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.49% | +0.18% | NEW | |
| 48 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.49% | — | +78.10% | |
| 49 | DUSL | Direxi Dly Ind Bl 3x Etf-usi | ETF-其他 | 0.49% | — | — | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.47% | — | +108.85% |