CIK: 0001800502
申報總市值
US$4.4億
僅顯示前 200 大持股（共 241 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 | 7.34% | -0.22% | +22.56% | |
| 2 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 3.34% | -0.19% | +47.12% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-其他 | 3.29% | — | -0.92% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.71% | +0.18% | +39.75% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.36% | -0.15% | -19.73% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.81% | -0.36% | +2.57% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.80% | — | -4.93% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.75% | — | +10.35% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.64% | — | -16.77% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.45% | — | -17.23% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.45% | — | -0.45% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.37% | — | -38.61% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.20% | — | — | |
| 14 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 1.04% | — | +1.10% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.03% | -0.11% | +0.61% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.02% | — | -7.32% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.02% | — | -1.64% | |
| 18 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.96% | — | — | |
| 19 | FTCS | First Trust Capital Strength | ETF-其他 | 0.88% | — | -23.52% | |
| 20 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.85% | — | — | |
| 21 | T | At&t INC | 股票-通訊服務 | 0.80% | — | +17.21% | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.79% | — | -0.60% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | — | -0.66% | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.76% | — | -5.55% | |
| 25 | CAH | Cardinal Health INC | 股票-醫療保健 | 0.74% | — | +56.88% | |
| 26 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.71% | — | +4.13% | |
| 27 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.68% | -0.30% | -17.12% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.67% | — | -2.20% | |
| 29 | ABBV | Abbvie INC | 股票-醫療保健 | 0.66% | — | -0.15% | |
| 30 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.66% | -0.18% | +6.23% | |
| 31 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.66% | — | -38.55% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.60% | — | -8.60% | |
| 33 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.59% | — | +1.74% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.58% | — | +12.31% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.58% | — | +25.85% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.58% | — | +7.37% | |
| 37 | NUE | Nucor CORP | 股票-原物料 | 0.57% | +0.27% | NEW | |
| 38 | IRM | Iron Mountain INC | 股票-房地產 | 0.57% | — | -3.88% | |
| 39 | TSLA | Tesla INC | 股票-循環性消費 | 0.57% | -0.17% | +10.03% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.57% | — | -67.78% | |
| 41 | BAUG | Innovator U.s. Equity Buffer | ETF-其他 | 0.56% | — | — | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.55% | — | -27.12% | |
| 43 | CCEF | Calamos Cef INC & Arbitr ETF | ETF-其他 | 0.55% | — | — | |
| 44 | EMR | Emerson Electric Co | 股票-工業 | 0.55% | — | +2.20% | |
| 45 | PFE | Pfizer INC | 股票-醫療保健 | 0.54% | — | +41.11% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.54% | — | +9.41% | |
| 47 | IQLT | Ishares Msci International Q | ETF-其他 | 0.54% | — | +1.27% | |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.53% | — | +67.26% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.53% | — | -8.42% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.52% | — | +0.70% |