CIK: 0001800502
申報總市值
US$4.4億
僅顯示前 200 大持股（共 220 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 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.78% | -0.22% | +21.32% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.78% | -0.15% | -1.48% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-其他 | 3.58% | — | +9.54% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.20% | — | +5.54% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.06% | — | +6.54% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.69% | — | +0.12% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | -0.36% | +6.83% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.50% | — | +1.22% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.45% | — | +4.38% | |
| 10 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 1.43% | — | +0.18% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.31% | — | -16.63% | |
| 12 | IJUL | Innovator International Deve | ETF-其他 | 1.26% | — | -1.58% | |
| 13 | FTCS | First Trust Capital Strength | ETF-其他 | 1.22% | — | +1.02% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.15% | — | +3.18% | |
| 15 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 1.15% | — | -4.18% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.07% | — | +1.99% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.03% | — | -5.92% | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.02% | — | +1.85% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.97% | — | -0.55% | |
| 20 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.93% | +0.18% | +29.78% | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 0.90% | — | -4.73% | |
| 22 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.86% | -0.19% | +106.42% | |
| 23 | EJUL | Innovator Emerging Markets P | ETF-新興市場 | 0.86% | — | -0.53% | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.84% | — | -9.32% | |
| 25 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.82% | -0.30% | +3.42% | |
| 26 | CAH | Cardinal Health INC | 股票-醫療保健 | 0.81% | — | -2.60% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.80% | -0.11% | +0.14% | |
| 28 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.79% | — | +11.31% | |
| 29 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.76% | — | +4.91% | |
| 30 | T | At&t INC | 股票-通訊服務 | 0.76% | — | +10.68% | |
| 31 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.76% | — | +2.38% | |
| 32 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.75% | — | +11.00% | |
| 33 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.74% | — | +1.36% | |
| 34 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.70% | — | +4.18% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.68% | — | -7.87% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | +1.73% | |
| 37 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.66% | — | +2.42% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.65% | — | — | |
| 39 | KOCT | Innovator U.s. Small Cap Pow | ETF-中小型股 | 0.65% | — | -0.47% | |
| 40 | TSLA | Tesla INC | 股票-循環性消費 | 0.65% | -0.17% | +16.83% | |
| 41 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.64% | — | — | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | +0.20% | -4.10% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.62% | — | +26.34% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.60% | — | -5.20% | |
| 45 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.60% | — | +150.36% | |
| 46 | PFE | Pfizer INC | 股票-醫療保健 | 0.60% | — | +1.62% | |
| 47 | POCT | Innovator U.s. Equity Power | ETF-其他 | 0.59% | — | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.58% | -0.14% | -4.39% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.58% | — | +0.19% | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.58% | — | +0.14% |