CIK: 0001750924
申報總市值
US$5.3億
僅顯示前 200 大持股（共 358 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 3.87% | -1.47% | -20.11% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.63% | -0.90% | +2.72% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.25% | — | +43.29% | |
| 4 | MBSF | Regan Floating Rate Mbs ETF | ETF-其他 | 2.25% | -0.30% | -14.88% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.94% | — | +64.36% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.92% | — | +4.62% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.82% | -0.28% | +203.26% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.82% | — | +92.82% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.28% | +84.06% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.77% | +0.99% | +79.56% | |
| 11 | DE | Deere & Co | 股票-工業 | 1.58% | +0.20% | +4.39% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.43% | — | -0.51% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.42% | — | +1664.47% | |
| 14 | PM | Philip Morris International | 股票-非循環性消費 | 1.32% | — | -12.90% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.28% | +1.17% | +10.41% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.26% | — | +2.13% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.26% | — | +72.15% | |
| 18 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.18% | — | +62.62% | |
| 19 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.17% | — | +5.71% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.02% | — | — | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.95% | +0.56% | — | |
| 22 | REM | Ishares Mortgage Real Estate | ETF-其他 | 0.95% | — | -3.45% | |
| 23 | AVTR | Avantor INC | 股票-醫療保健 | 0.88% | -0.29% | +27.81% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.79% | -0.34% | +500.31% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.78% | — | +3.23% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.78% | -0.47% | +14.74% | |
| 27 | BAX | Baxter International INC | 股票-醫療保健 | 0.77% | — | -6.63% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.70% | — | +25.60% | |
| 29 | AGNC | Agnc Investment CORP | 股票-房地產 | 0.70% | -0.34% | +6.64% | |
| 30 | FISV | Fiserv INC | 股票-其他 | 0.68% | — | +29.64% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | +42.91% | |
| 32 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.66% | -0.58% | EXIT | |
| 33 | LNG | Cheniere Energy INC | 股票-能源 | 0.65% | +0.22% | -2.98% | |
| 34 | CADE | Cadence Bank | 股票-其他 | 0.65% | -0.75% | EXIT | |
| 35 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投資等級債 | 0.64% | -0.56% | EXIT | |
| 36 | WMB | Williams Cos INC | 股票-能源 | 0.63% | — | +10.78% | |
| 37 | DLTR | Dollar Tree INC | 股票-非循環性消費 | 0.61% | — | +647.79% | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.61% | -0.26% | -6.28% | |
| 39 | FUN | Six Flags Entertainment CORP | 股票-其他 | 0.61% | — | +73.65% | |
| 40 | KOF | Coca-cola Femsa Sab-sp Adr | 股票-其他 | 0.60% | — | -4.76% | |
| 41 | NICE | Nice LTD - Spon Adr | 股票-科技 | 0.59% | — | -33.09% | |
| 42 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.59% | -0.24% | +78.93% | |
| 43 | IQV | Iqvia Holdings INC | 股票-醫療保健 | 0.58% | — | — | |
| 44 | FIS | Fidelity National Info Serv | 股票-科技 | 0.57% | — | -38.58% | |
| 45 | ✓ | Cyberark Software LTD | 股票-其他 | 0.57% | — | +8.32% | |
| 46 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.57% | — | +0.85% | |
| 47 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.56% | — | +0.34% | |
| 48 | CCJ | Cameco CORP | 股票-能源 | 0.55% | — | +0.98% | |
| 49 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.54% | -0.49% | EXIT | |
| 50 | BALL | Ball CORP | 股票-循環性消費 | 0.54% | -0.33% | -4.45% |