CIK: 0001800502
申報總市值
US$4.4億
僅顯示前 200 大持股（共 298 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 | 6.33% | -0.22% | +6.45% | |
| 2 | FVD | First Trust Value Line Dvd | ETF-其他 | 3.84% | — | +8.46% | |
| 3 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 2.98% | -0.19% | +7.99% | |
| 4 | CGDV | Cap Group Dividend Value | ETF-其他 | 2.49% | — | +33.20% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.47% | -0.15% | -10.43% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.88% | +0.18% | -7.30% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.80% | — | -1.82% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.69% | — | +57.86% | |
| 9 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 1.51% | — | +29.84% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.40% | — | -13.86% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.38% | -0.36% | -4.25% | |
| 12 | AFSM | First Trust Active Factor Sm | ETF-其他 | 1.32% | -0.09% | EXIT | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.30% | — | -4.70% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.27% | — | -6.28% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.18% | — | +1.09% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.17% | — | -3.41% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.12% | — | -4.87% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 0.88% | — | +14.88% | |
| 19 | CCEF | Calamos Cef INC & Arbitr ETF | ETF-其他 | 0.79% | — | -5.85% | |
| 20 | USVM | Victoryshares US Small Mid C | ETF-其他 | 0.78% | -0.27% | +138.10% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | -0.11% | +6.35% | |
| 22 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.74% | — | -5.58% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.74% | — | +11.34% | |
| 24 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.73% | — | +1.23% | |
| 25 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.70% | — | +0.18% | |
| 26 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.69% | -0.18% | +18.27% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | — | -2.81% | |
| 28 | T | At&t INC | 股票-通訊服務 | 0.67% | — | -17.95% | |
| 29 | UPS | United Parcel Service-cl B | 股票-工業 | 0.67% | — | +37.90% | |
| 30 | TSLA | Tesla INC | 股票-循環性消費 | 0.65% | -0.17% | +6.83% | |
| 31 | IQLT | Ishares Msci International Q | ETF-其他 | 0.62% | — | -0.24% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.59% | — | +16.03% | |
| 33 | IRM | Iron Mountain INC | 股票-房地產 | 0.59% | — | -2.01% | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.58% | — | -3.04% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.58% | — | -7.92% | |
| 36 | CAH | Cardinal Health INC | 股票-醫療保健 | 0.57% | — | -1.44% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.57% | +0.23% | +38.13% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.56% | — | +1.91% | |
| 39 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.56% | — | +3.20% | |
| 40 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 0.56% | — | +17.74% | |
| 41 | FTCS | First Trust Capital Strength | ETF-其他 | 0.55% | — | -16.48% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.54% | — | +11.67% | |
| 43 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.52% | — | +18.44% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.51% | — | -0.15% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.48% | — | -1.70% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.48% | — | +2.36% | |
| 47 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.47% | — | -4.51% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.47% | — | +1.39% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.46% | — | -17.67% | |
| 50 | PAVE | Global X US Infrastructure | ETF-其他 | 0.46% | — | +19.56% |