CIK: 0001591379
申報總市值
US$10.0億
僅顯示前 200 大持股（共 224 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 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 5.46% | -0.10% | +0.04% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.46% | -0.28% | +25.16% | |
| 3 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 4.13% | — | +1.30% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.02% | -0.11% | +258.89% | |
| 5 | HYLS | Ft Tactical High Yield ETF | ETF-非投資等級債 | 2.26% | — | -1.28% | |
| 6 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 2.05% | — | +11.57% | |
| 7 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 2.02% | — | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.96% | — | -2.20% | |
| 9 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.86% | — | — | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.82% | — | -0.06% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.61% | +0.34% | -1.27% | |
| 12 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.61% | — | +0.14% | |
| 13 | FIXD | First Trust Smith Opportunis | ETF-其他 | 1.54% | — | +1.37% | |
| 14 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 1.48% | — | — | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.31% | -0.11% | -1.43% | |
| 16 | DOCT | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.30% | — | +28.88% | |
| 17 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-其他 | 1.28% | — | — | |
| 18 | ENB | Enbridge INC | 股票-能源 | 1.27% | — | -0.94% | |
| 19 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.24% | +0.22% | -2.44% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.21% | — | +17.34% | |
| 21 | UPS | United Parcel Service-cl B | 股票-工業 | 1.15% | -0.11% | -0.03% | |
| 22 | QCOM | Qualcomm INC | 股票-科技 | 1.03% | -0.14% | -1.61% | |
| 23 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.02% | — | -0.18% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.98% | — | -0.16% | |
| 25 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 0.97% | — | -1.18% | |
| 26 | TXN | Texas Instruments INC | 股票-科技 | 0.96% | — | -3.19% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.93% | -0.13% | +3.03% | |
| 28 | RSG | Republic Services INC | 股票-工業 | 0.92% | — | -0.90% | |
| 29 | EMLP | First Trust North American E | ETF-其他 | 0.90% | — | +1.06% | |
| 30 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.87% | -0.29% | -1.65% | |
| 31 | DUK | Duke Energy CORP | 股票-公用事業 | 0.85% | — | -0.80% | |
| 32 | WM | Waste Management INC | 股票-工業 | 0.84% | — | -1.00% | |
| 33 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.83% | — | -1.22% | |
| 34 | DNOV | Ft Vest US Equity Deep Buffe | ETF-其他 | 0.79% | — | +2.85% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.79% | +0.41% | +3.82% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | -0.12% | +0.54% | |
| 37 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.77% | — | -0.63% | |
| 38 | ETN | Eaton Corporation plc | 股票-工業 | 0.76% | — | -0.42% | |
| 39 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.75% | — | -1.79% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.74% | — | -12.39% | |
| 41 | BLKCHF | Blackrock INC | 股票-其他 | 0.73% | — | -0.53% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.72% | — | -1.82% | |
| 43 | PFG | Principal Financial Group | 股票-金融 | 0.72% | — | -0.81% | |
| 44 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.71% | — | +0.79% | |
| 45 | MO | Altria Group INC | 股票-非循環性消費 | 0.70% | -0.22% | +0.21% | |
| 46 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.70% | — | +198.32% | |
| 47 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | -0.24% | -2.44% | |
| 48 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.66% | — | -0.88% | |
| 49 | SRCUSD | Spirit Realty Capital INC | 股票-其他 | 0.66% | — | -0.48% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.65% | — | -1.85% |