CIK: 0001591379
申報總市值
US$10.0億
僅顯示前 200 大持股（共 225 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 | 5.41% | -0.10% | +16.89% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.56% | -0.28% | +3.42% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 4.22% | -0.11% | +59.76% | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.25% | — | +320.26% | |
| 5 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 2.17% | — | +76.79% | |
| 6 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 2.04% | — | -51.58% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.00% | — | +1.23% | |
| 8 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.87% | — | +1184.54% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.75% | — | -1.22% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.74% | +0.34% | -1.27% | |
| 11 | FPEI | First Trust Institutional Pr | ETF-其他 | 1.71% | — | — | |
| 12 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.69% | — | +5.07% | |
| 13 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.59% | +0.22% | +32.11% | |
| 14 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.52% | — | -0.87% | |
| 15 | FSIG | Ft LTD Duration Inv Grade | ETF-其他 | 1.50% | — | — | |
| 16 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.44% | — | — | |
| 17 | HYLS | Ft Tactical High Yield ETF | ETF-非投資等級債 | 1.38% | — | -31.58% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.20% | — | -0.53% | |
| 19 | DOCT | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.17% | — | -5.78% | |
| 20 | ENB | Enbridge INC | 股票-能源 | 1.15% | — | -0.88% | |
| 21 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.07% | — | -48.72% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工業 | 1.06% | -0.11% | -0.38% | |
| 23 | AAPL | Apple INC | 股票-科技 | 1.06% | -0.11% | -0.88% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 1.04% | — | +2.18% | |
| 25 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.97% | — | -0.48% | |
| 26 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 0.94% | — | -1.22% | |
| 27 | TXN | Texas Instruments INC | 股票-科技 | 0.89% | — | +0.88% | |
| 28 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 股票-其他 | 0.85% | — | +400.34% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.12% | -2.70% | |
| 30 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.83% | — | — | |
| 31 | EMLP | First Trust North American E | ETF-其他 | 0.83% | — | -1.54% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.83% | — | +419.49% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.81% | -0.13% | -3.63% | |
| 34 | DUK | Duke Energy CORP | 股票-公用事業 | 0.80% | — | -0.37% | |
| 35 | BLKCHF | Blackrock INC | 股票-其他 | 0.80% | — | -0.78% | |
| 36 | ETN | Eaton Corporation plc | 股票-工業 | 0.78% | — | -0.43% | |
| 37 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.76% | — | -1.16% | |
| 38 | RSG | Republic Services INC | 股票-工業 | 0.76% | — | -0.35% | |
| 39 | DNOV | Ft Vest US Equity Deep Buffe | ETF-其他 | 0.75% | — | +7.43% | |
| 40 | PFG | Principal Financial Group | 股票-金融 | 0.73% | — | -1.75% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.72% | +0.41% | -2.68% | |
| 42 | WM | Waste Management INC | 股票-工業 | 0.71% | — | -0.36% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.71% | — | +1.32% | |
| 44 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.69% | -0.29% | -12.25% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.69% | — | -2.26% | |
| 46 | MO | Altria Group INC | 股票-非循環性消費 | 0.68% | -0.22% | -0.07% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.67% | — | -0.93% | |
| 48 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.67% | — | — | |
| 49 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.67% | — | -0.48% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.67% | — | -2.45% |