CIK: 0001591379
申報總市值
US$10.0億
僅顯示前 200 大持股（共 313 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 | 6.17% | -0.10% | -9.54% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.86% | -0.28% | -11.21% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.87% | +0.41% | +25.79% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.83% | -0.11% | -8.00% | |
| 5 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 2.52% | — | -7.08% | |
| 6 | FVD | First Trust Value Line Dvd | ETF-其他 | 2.38% | — | +2.76% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.37% | — | -1.31% | |
| 8 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 2.34% | +0.22% | -0.34% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.05% | — | +26.91% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.47% | — | -7.55% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.43% | — | +6.30% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.42% | +0.34% | -3.63% | |
| 13 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-其他 | 1.32% | -0.43% | -0.71% | |
| 14 | FQAL | Fidelity Quality Factor ETF | ETF-其他 | 1.27% | — | — | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.22% | — | -11.60% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.20% | -0.10% | +50.87% | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.18% | — | -6.70% | |
| 18 | ETN | Eaton Corporation plc | 股票-工業 | 1.12% | — | -5.74% | |
| 19 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-其他 | 1.02% | — | -3.46% | |
| 20 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.01% | — | -3.66% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.12% | -2.52% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.99% | — | -3.39% | |
| 23 | XDEC | Ft Vest US Equity Enhance & | ETF-其他 | 0.98% | — | -4.83% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | -0.24% | -0.76% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.89% | -0.11% | -2.46% | |
| 26 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 0.86% | — | -5.33% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | -0.12% | -5.73% | |
| 28 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.85% | — | -9.66% | |
| 29 | RSG | Republic Services INC | 股票-工業 | 0.83% | — | -4.65% | |
| 30 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.83% | -0.29% | -1.72% | |
| 31 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.82% | — | -7.06% | |
| 32 | PSX | Phillips 66 | 股票-能源 | 0.76% | +0.13% | -4.31% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.75% | -0.13% | -4.27% | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.75% | — | +102.85% | |
| 35 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.74% | -0.47% | — | |
| 36 | WM | Waste Management INC | 股票-工業 | 0.73% | — | -4.58% | |
| 37 | TXN | Texas Instruments INC | 股票-科技 | 0.72% | — | -3.17% | |
| 38 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.71% | -0.35% | +30.48% | |
| 39 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.71% | -0.16% | -6.39% | |
| 40 | QCOM | Qualcomm INC | 股票-科技 | 0.70% | -0.14% | +0.27% | |
| 41 | BLKCHF | Blackrock INC | 股票-其他 | 0.69% | — | -4.62% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.67% | — | -3.03% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.59% | -0.41% | -4.32% | |
| 44 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.58% | — | -3.38% | |
| 45 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.57% | — | +1.38% | |
| 46 | PFE | Pfizer INC | 股票-醫療保健 | 0.57% | — | +566.16% | |
| 47 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.56% | — | -3.60% | |
| 48 | DUK | Duke Energy CORP | 股票-公用事業 | 0.56% | — | -3.09% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.54% | — | -1.04% | |
| 50 | EMLP | First Trust North American E | ETF-其他 | 0.53% | — | -3.86% |