CIK: 0001800502
申報總市值
US$4.4億
僅顯示前 200 大持股（共 371 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 | 4.74% | -0.22% | +0.62% | |
| 2 | CGDV | Cap Group Dividend Value | ETF-其他 | 4.22% | — | +3.92% | |
| 3 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 2.65% | -0.19% | +3.22% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-其他 | 2.43% | — | -7.02% | |
| 5 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 2.38% | +0.14% | — | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.21% | -0.15% | -14.64% | |
| 7 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 2.20% | — | +1.57% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.59% | -0.36% | -4.97% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.46% | +0.23% | +10.65% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.35% | — | -8.85% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.27% | — | -7.06% | |
| 12 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.27% | -0.18% | +5.04% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.24% | — | +0.20% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.04% | — | +2.79% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.98% | — | +1.88% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.96% | — | +3.05% | |
| 17 | TSLA | Tesla INC | 股票-循環性消費 | 0.94% | -0.17% | -2.61% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 0.92% | — | +2.47% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.91% | — | +3.69% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.88% | — | -13.62% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | — | -18.07% | |
| 22 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.75% | -0.34% | +15.23% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.73% | — | -3.31% | |
| 24 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股與成長 | 0.72% | — | +41.37% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | -0.11% | +1.43% | |
| 26 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.68% | — | +0.74% | |
| 27 | GSUS | Goldman Sachs Marketbeta US | ETF-避險與商品 | 0.67% | — | +120.25% | |
| 28 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-其他 | 0.63% | — | +7.77% | |
| 29 | CCEF | Calamos Cef INC & Arbitr ETF | ETF-其他 | 0.60% | — | -0.72% | |
| 30 | USVM | Victoryshares US Small Mid C | ETF-其他 | 0.60% | -0.27% | +0.09% | |
| 31 | IQLT | Ishares Msci International Q | ETF-其他 | 0.58% | — | +4.46% | |
| 32 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.57% | — | -79.23% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | +0.20% | -14.08% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.56% | — | +0.29% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.54% | — | -1.85% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.54% | — | +1.57% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.53% | — | +3.20% | |
| 38 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.50% | — | +45.37% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.49% | — | +1.11% | |
| 40 | CGGO | Cap Group Global Growth | ETF-其他 | 0.49% | — | +11.89% | |
| 41 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.48% | — | -5.50% | |
| 42 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.48% | — | +0.32% | |
| 43 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.48% | — | +5.03% | |
| 44 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.48% | -0.30% | -4.67% | |
| 45 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 0.46% | — | -0.77% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.46% | — | -2.96% | |
| 47 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 0.44% | — | +22.12% | |
| 48 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.44% | — | +18.01% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.43% | — | -1.12% | |
| 50 | GS | Goldman Sachs Group INC | 股票-金融 | 0.43% | — | -2.22% |