CIK: 0001721242
申報總市值
US$27.4億
僅顯示前 200 大持股（共 935 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 | NOW | Servicenow INC | 股票-科技 | 7.28% | -4.64% | +5753.43% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.47% | -0.17% | +0.95% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.42% | — | +7.46% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.22% | -0.41% | -13.80% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.14% | -0.07% | -20.36% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.10% | -0.20% | +51.00% | |
| 7 | NDOW | Anydrus Advantage ETF | ETF-其他 | 1.86% | +0.11% | +18.05% | |
| 8 | BMI | Badger Meter INC | 股票-科技 | 1.83% | -0.13% | +0.03% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.80% | -0.17% | +11.12% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.72% | +0.15% | +15.77% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.66% | — | -49.45% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.40% | -0.17% | -0.40% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.29% | — | +11.49% | |
| 14 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.27% | -0.16% | -2.16% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.27% | -0.13% | +294.27% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.22% | +0.16% | +4.80% | |
| 17 | RSEE | Rareview Systematic Equity | ETF-其他 | 1.16% | — | -9.09% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.14% | +0.18% | +45.61% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 1.09% | -0.12% | +1016.67% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.06% | -0.16% | +9.09% | |
| 21 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.98% | — | — | |
| 22 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.84% | — | — | |
| 23 | OZ | Belpointe Prep Llc- Class A | 股票-其他 | 0.82% | — | +0.24% | |
| 24 | RTRE | Rareview Total Return Bd ETF | ETF-其他 | 0.80% | +0.23% | +0.63% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.74% | +0.15% | -1.22% | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.72% | — | +466.64% | |
| 27 | TSLA | Tesla INC | 股票-循環性消費 | 0.63% | -0.19% | +42.88% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | -34.69% | |
| 29 | NFLX | Netflix INC | 股票-通訊服務 | 0.61% | — | +11.19% | |
| 30 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.60% | — | — | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | +19.68% | |
| 32 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.53% | — | +3.27% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.52% | — | +60.60% | |
| 34 | RDFI | Rareview Dynamic Fixed Incom | ETF-其他 | 0.51% | — | -0.61% | |
| 35 | GHTA | Goose Hollow Tactical Alloc | ETF-其他 | 0.51% | — | -5.39% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.51% | — | -6.25% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.50% | — | +1.52% | |
| 38 | GE | General Electric | 股票-工業 | 0.49% | — | -2.53% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.49% | — | +21.48% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.48% | — | +32.88% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.48% | +0.14% | +3.40% | |
| 42 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 0.46% | — | — | |
| 43 | CLIP | Global X 1-3 Month T-bill | ETF-其他 | 0.43% | — | -45.65% | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.43% | +0.16% | -8.50% | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.42% | -0.13% | +12.74% | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.42% | — | +8.38% | |
| 47 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.39% | — | — | |
| 48 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.39% | -0.11% | +18.34% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.39% | — | +2.57% | |
| 50 | AVGO | Broadcom INC | 股票-科技 | 0.38% | — | -7.27% |