CIK: 0001721242
申報總市值
US$27.4億
僅顯示前 200 大持股（共 1019 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 | 4.67% | -4.64% | +396.39% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.27% | -0.41% | +75.72% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.03% | — | +15.99% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.54% | -0.17% | -1.76% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.47% | -0.07% | +1.77% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.18% | -0.20% | +1.58% | |
| 7 | NDOW | Anydrus Advantage ETF | ETF-其他 | 1.99% | +0.11% | +7.24% | |
| 8 | PLGI | Pl Growth And Income ETF | ETF-其他 | 1.53% | +0.58% | — | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | -0.17% | +1.62% | |
| 10 | NELS | Nelson Select ETF | ETF-其他 | 1.48% | — | — | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.43% | -0.17% | +2.57% | |
| 12 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.32% | -0.16% | +3.14% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.19% | — | -0.55% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.18% | +0.16% | +0.50% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.18% | -0.12% | +3.46% | |
| 16 | BMI | Badger Meter INC | 股票-科技 | 1.13% | -0.13% | -0.11% | |
| 17 | RSEE | Rareview Systematic Equity | ETF-其他 | 1.10% | — | -1.88% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.06% | — | +3.52% | |
| 19 | RTRE | Rareview Total Return Bd ETF | ETF-其他 | 1.06% | +0.23% | +70.52% | |
| 20 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 1.00% | -0.11% | +5321.80% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.98% | +0.18% | +4.47% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.89% | -0.16% | +3.17% | |
| 23 | TSLA | Tesla INC | 股票-循環性消費 | 0.85% | -0.19% | +17.00% | |
| 24 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.80% | — | -7.89% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.75% | +0.15% | +3.40% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.75% | — | -9.01% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.69% | — | +24.71% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.69% | +0.15% | +0.25% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.67% | — | +19.91% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | +6.19% | |
| 31 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.59% | — | +1.12% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.59% | — | -2.08% | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.59% | — | +45.52% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.55% | — | +2.66% | |
| 35 | RDFI | Rareview Dynamic Fixed Incom | ETF-其他 | 0.54% | — | +35.14% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.52% | +0.14% | +8.88% | |
| 37 | OZ | Belpointe Prep Llc- Class A | 股票-其他 | 0.51% | — | -28.45% | |
| 38 | GE | General Electric | 股票-工業 | 0.50% | — | +1.42% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.50% | — | +5.94% | |
| 40 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.49% | — | -16.13% | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.49% | -0.13% | +1.23% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | — | -11.21% | |
| 43 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.47% | — | -31.94% | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.45% | +0.16% | +3.34% | |
| 45 | GHTA | Goose Hollow Tactical Alloc | ETF-其他 | 0.44% | — | -0.14% | |
| 46 | SNTH | Mrp Synthequity ETF | ETF-其他 | 0.39% | +0.11% | +10.49% | |
| 47 | NFLX | Netflix INC | 股票-通訊服務 | 0.37% | — | +874.20% | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.35% | -0.14% | +92.84% | |
| 49 | AVGO | Broadcom INC | 股票-科技 | 0.34% | — | +2.62% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.34% | — | +3.63% |