CIK: 0001591379
申報總市值
US$10.0億
僅顯示前 200 大持股（共 346 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 | 5.20% | -0.10% | -4.71% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.91% | -0.28% | -4.73% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.56% | -0.10% | +5.81% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 2.36% | -0.47% | +30.00% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.32% | — | -0.68% | |
| 6 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 2.15% | — | +17.12% | |
| 7 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 2.11% | +0.22% | -1.33% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.09% | +0.41% | +0.17% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.06% | -0.11% | -7.97% | |
| 10 | BIDD | Ishares International Divide | ETF-其他 | 1.99% | — | -23.42% | |
| 11 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.89% | — | +0.29% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.75% | — | -4.31% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.65% | -0.12% | -1.40% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.61% | -0.18% | +13.60% | |
| 15 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.61% | — | -6.96% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.53% | -0.46% | +26.27% | |
| 17 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 1.37% | -1.48% | +102.14% | |
| 18 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.30% | -0.35% | +21.64% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.28% | — | -2.32% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | -0.12% | -2.04% | |
| 21 | AAPL | Apple INC | 股票-科技 | 1.14% | -0.11% | +3.30% | |
| 22 | FQAL | Fidelity Quality Factor ETF | ETF-其他 | 1.11% | — | -4.64% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.07% | -0.24% | +4.96% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.04% | — | -3.64% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | — | -1.07% | |
| 26 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 0.90% | — | +104.98% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | +0.34% | -4.76% | |
| 28 | XDEC | Ft Vest US Equity Enhance & | ETF-其他 | 0.85% | — | -3.40% | |
| 29 | ETN | Eaton Corporation plc | 股票-工業 | 0.81% | — | -7.16% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.79% | -0.65% | -10.85% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.78% | — | -5.85% | |
| 32 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 0.77% | — | +11.70% | |
| 33 | MBB | Ishares Mbs ETF | ETF-其他 | 0.74% | — | +19.76% | |
| 34 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.74% | +0.18% | +22.49% | |
| 35 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.73% | -0.14% | +4.02% | |
| 36 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.71% | -0.43% | +55.89% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.71% | -0.10% | +1.08% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.70% | -0.13% | -5.31% | |
| 39 | RSG | Republic Services INC | 股票-工業 | 0.62% | — | -5.96% | |
| 40 | BLK | Blackrock INC | 股票-金融 | 0.61% | -0.08% | -5.71% | |
| 41 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 0.57% | — | -5.43% | |
| 42 | KMI | Kinder Morgan INC | 股票-能源 | 0.57% | — | -7.65% | |
| 43 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.56% | — | +11.01% | |
| 44 | TXN | Texas Instruments INC | 股票-科技 | 0.54% | — | -3.94% | |
| 45 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.53% | -0.29% | -7.91% | |
| 46 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.51% | — | +9.94% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.50% | — | +3.17% | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.50% | -0.41% | -8.89% | |
| 49 | MO | Altria Group INC | 股票-非循環性消費 | 0.50% | -0.22% | -6.54% | |
| 50 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-其他 | 0.49% | -0.43% | -23.62% |