CIK: 0001591379
申報總市值
US$10.0億
僅顯示前 200 大持股（共 232 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 | 5.97% | -0.10% | -1.07% | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 5.75% | — | +108.85% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.67% | -0.28% | -0.25% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.76% | -0.11% | +0.36% | |
| 5 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 2.71% | +0.22% | +15.32% | |
| 6 | FVD | First Trust Value Line Dvd | ETF-其他 | 2.45% | — | +46.53% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.23% | — | -3.00% | |
| 8 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.91% | — | -7.30% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.65% | +0.34% | -1.16% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.49% | -0.11% | -2.05% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.43% | — | -23.63% | |
| 12 | XDEC | Ft Vest US Equity Enhance & | ETF-其他 | 1.19% | — | +3.13% | |
| 13 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-其他 | 1.19% | — | — | |
| 14 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.13% | — | — | |
| 15 | ETN | Eaton Corporation plc | 股票-工業 | 1.12% | — | -1.44% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.01% | +0.41% | +23.61% | |
| 17 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.01% | — | -12.30% | |
| 18 | ENB | Enbridge INC | 股票-能源 | 1.00% | — | +3.75% | |
| 19 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.99% | — | -34.69% | |
| 20 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 股票-其他 | 0.99% | — | -6.47% | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.98% | +0.09% | — | |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.95% | — | -29.46% | |
| 23 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.91% | — | -1.06% | |
| 24 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 0.90% | — | -0.78% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | -0.12% | -0.69% | |
| 26 | TXN | Texas Instruments INC | 股票-科技 | 0.89% | — | -0.87% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | -0.24% | +0.12% | |
| 28 | DNOV | Ft Vest US Equity Deep Buffe | ETF-其他 | 0.84% | — | -1.41% | |
| 29 | RSG | Republic Services INC | 股票-工業 | 0.83% | — | -1.30% | |
| 30 | EMLP | First Trust North American E | ETF-其他 | 0.83% | — | -0.90% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.80% | — | -2.14% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.78% | -0.13% | -0.81% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.78% | — | -1.00% | |
| 34 | BLKCHF | Blackrock INC | 股票-其他 | 0.77% | — | -0.85% | |
| 35 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.72% | — | +0.93% | |
| 36 | UPS | United Parcel Service-cl B | 股票-工業 | 0.71% | -0.11% | -14.45% | |
| 37 | WM | Waste Management INC | 股票-工業 | 0.71% | — | -1.09% | |
| 38 | DUK | Duke Energy CORP | 股票-公用事業 | 0.69% | — | -1.71% | |
| 39 | PSX | Phillips 66 | 股票-能源 | 0.68% | +0.13% | -4.34% | |
| 40 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.68% | -0.29% | +2.90% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.67% | -0.12% | -25.10% | |
| 42 | MO | Altria Group INC | 股票-非循環性消費 | 0.67% | -0.22% | +0.42% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.67% | — | -1.39% | |
| 44 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.66% | — | -30.34% | |
| 45 | PFG | Principal Financial Group | 股票-金融 | 0.66% | — | -0.69% | |
| 46 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.66% | — | — | |
| 47 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.65% | — | -1.01% | |
| 48 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-其他 | 0.64% | — | +1572.08% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.62% | -0.10% | +2.99% | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.61% | -0.14% | +7.83% |