CIK: 0001800502
申報總市值
US$4.4億
僅顯示前 200 大持股（共 249 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 | 5.65% | -0.22% | +17.49% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.28% | -0.15% | +3.02% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-其他 | 3.16% | — | +1.67% | |
| 4 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 2.07% | -0.19% | +36.99% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.01% | — | -3.54% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.77% | — | +2.39% | |
| 7 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.77% | +0.18% | +29.57% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.71% | — | +5.22% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.61% | — | -11.51% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.56% | -0.36% | -1.13% | |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.47% | — | +159.82% | |
| 12 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.44% | — | +28.97% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.34% | — | +1.15% | |
| 14 | IJUL | Innovator International Deve | ETF-其他 | 1.07% | — | -8.15% | |
| 15 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.06% | — | +73.23% | |
| 16 | FTCS | First Trust Capital Strength | ETF-其他 | 1.06% | — | -1.69% | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.01% | — | +4.03% | |
| 18 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.99% | — | -20.12% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.97% | — | -3.90% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.95% | — | -5.62% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | -0.11% | -0.21% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.94% | — | -2.01% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.87% | — | -0.32% | |
| 24 | EJUL | Innovator Emerging Markets P | ETF-新興市場 | 0.87% | — | +10.79% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.84% | — | -1.08% | |
| 26 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.80% | — | -17.77% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.76% | — | -15.04% | |
| 28 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.75% | — | +7.09% | |
| 29 | TSLA | Tesla INC | 股票-循環性消費 | 0.72% | -0.17% | -4.28% | |
| 30 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.71% | — | -0.30% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.70% | — | -28.79% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.67% | -0.30% | -3.91% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | — | -0.53% | |
| 34 | INTC | Intel CORP | 股票-科技 | 0.65% | — | +2.76% | |
| 35 | T | At&t INC | 股票-通訊服務 | 0.65% | — | -1.61% | |
| 36 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.62% | — | -13.04% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | — | -2.83% | |
| 38 | KOCT | Innovator U.s. Small Cap Pow | ETF-中小型股 | 0.60% | — | +11.71% | |
| 39 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.60% | — | +3.78% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.60% | — | +5.81% | |
| 41 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.58% | — | -11.92% | |
| 42 | ABBV | Abbvie INC | 股票-醫療保健 | 0.56% | — | +0.08% | |
| 43 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.55% | -0.18% | +13.45% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.53% | — | -14.71% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | -0.14% | -1.87% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.52% | +0.23% | +53.03% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.52% | — | — | |
| 48 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.52% | — | +2.27% | |
| 49 | BAUG | Innovator U.s. Equity Buffer | ETF-其他 | 0.52% | — | +4.02% | |
| 50 | IRM | Iron Mountain INC | 股票-房地產 | 0.51% | — | +0.17% |