CIK: 0001800502
申報總市值
US$4.4億
僅顯示前 200 大持股（共 383 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 | 4.70% | -0.22% | +2.18% | |
| 2 | CGDV | Cap Group Dividend Value | ETF-其他 | 3.91% | — | +2.32% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 2.75% | — | +24.41% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-其他 | 2.63% | — | +1.66% | |
| 5 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 2.54% | -0.19% | +2.39% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.42% | -0.15% | +7.50% | |
| 7 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 2.13% | — | +19.02% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.36% | +8.36% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.48% | — | -2.80% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.35% | — | -0.07% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.32% | +0.23% | +12.98% | |
| 12 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.20% | -0.18% | +9.02% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.18% | — | +3.02% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | — | +7.36% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.00% | — | +0.06% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.99% | — | +0.53% | |
| 17 | TSLA | Tesla INC | 股票-循環性消費 | 0.95% | -0.17% | +1.29% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.94% | — | +6.29% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.91% | — | +3.61% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.87% | — | +5.48% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.74% | — | -0.13% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.68% | — | +19.19% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.68% | — | -3.82% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | -0.11% | +0.54% | |
| 25 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.65% | -0.34% | +21.04% | |
| 26 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.62% | — | -3.79% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | +0.20% | +53.40% | |
| 28 | CCEF | Calamos Cef INC & Arbitr ETF | ETF-其他 | 0.61% | — | +1.24% | |
| 29 | USVM | Victoryshares US Small Mid C | ETF-其他 | 0.59% | -0.27% | -38.63% | |
| 30 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-其他 | 0.57% | — | +5.79% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.57% | — | +2.87% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.54% | — | +6.76% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.54% | — | -1.35% | |
| 34 | IQLT | Ishares Msci International Q | ETF-其他 | 0.54% | — | — | |
| 35 | ABBV | Abbvie INC | 股票-醫療保健 | 0.53% | — | +6.83% | |
| 36 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.51% | — | -0.88% | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.50% | — | +55.63% | |
| 38 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股與成長 | 0.50% | — | +147.06% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.48% | — | +0.34% | |
| 40 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.48% | — | +0.31% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.47% | — | -0.62% | |
| 42 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 0.47% | — | +0.02% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.46% | — | +9.73% | |
| 44 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.44% | — | +11.31% | |
| 45 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.44% | — | +0.10% | |
| 46 | CGGO | Cap Group Global Growth | ETF-其他 | 0.43% | — | +4.52% | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.41% | — | -0.24% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.41% | -0.14% | +9.82% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.40% | — | +0.04% | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.40% | -0.12% | -0.01% |