CIK: 0001750924
申報總市值
US$5.3億
僅顯示前 200 大持股（共 394 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 | 3.55% | -1.47% | -4.02% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.40% | -0.28% | +4.07% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.38% | — | +4.50% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.12% | -0.90% | -0.28% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.04% | — | -1.30% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.03% | — | +7.09% | |
| 7 | MBSF | Regan Floating Rate Mbs ETF | ETF-其他 | 1.77% | -0.30% | -12.68% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.67% | -0.28% | -1.04% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.59% | — | +1.47% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.51% | — | +2.72% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.37% | — | -19.04% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.26% | — | -0.99% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.26% | — | +34.21% | |
| 14 | DE | Deere & Co | 股票-工業 | 1.21% | +0.20% | -0.10% | |
| 15 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.19% | — | -8.94% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | — | -1.34% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.12% | — | -12.38% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.11% | +0.99% | +14.35% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.01% | +0.56% | +14.53% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.97% | -0.34% | +61.89% | |
| 21 | REM | Ishares Mortgage Real Estate | ETF-其他 | 0.90% | — | -0.15% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.89% | +0.19% | +25.30% | |
| 23 | TSLA | Tesla INC | 股票-循環性消費 | 0.87% | — | -6.13% | |
| 24 | PM | Philip Morris International | 股票-非循環性消費 | 0.87% | — | -14.03% | |
| 25 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.87% | — | -8.07% | |
| 26 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.84% | — | +5.49% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.84% | — | +0.36% | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.80% | — | -30.05% | |
| 29 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.79% | +1.17% | +0.08% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.75% | -0.26% | -14.66% | |
| 31 | CADE | Cadence Bank | 股票-其他 | 0.75% | -0.75% | EXIT | |
| 32 | AGNC | Agnc Investment CORP | 股票-房地產 | 0.75% | -0.34% | +1.47% | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.75% | — | +2.90% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.68% | — | +8.39% | |
| 35 | MU | Micron Technology INC | 股票-科技 | 0.67% | — | -15.41% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.67% | — | +15.07% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.65% | — | +0.47% | |
| 38 | IQV | Iqvia Holdings INC | 股票-醫療保健 | 0.65% | — | -11.84% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | — | -1.44% | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.62% | — | +5.31% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.61% | -0.47% | +16.78% | |
| 42 | LNG | Cheniere Energy INC | 股票-能源 | 0.58% | +0.22% | +23.21% | |
| 43 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.58% | -0.58% | EXIT | |
| 44 | RTO | Rentokil Initial Plc-sp Adr | 股票-其他 | 0.58% | — | +35.72% | |
| 45 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.57% | -0.24% | +0.93% | |
| 46 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投資等級債 | 0.56% | -0.56% | EXIT | |
| 47 | SECT | Main Sector Rotation ETF | ETF-其他 | 0.54% | — | +27.61% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.54% | -0.32% | +134.69% | |
| 49 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.53% | — | +32.06% | |
| 50 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.53% | — | +46.72% |