CIK: 0001599584
申報總市值
US$87.5億
僅顯示前 200 大持股（共 442 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 10.25% | — | +11.35% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.82% | -0.71% | +27.72% | |
| 3 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 3.85% | — | +9.08% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.41% | -1.73% | +91.36% | |
| 5 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 2.74% | — | +14.36% | |
| 6 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 2.73% | — | +14.52% | |
| 7 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 2.68% | — | +14.68% | |
| 8 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 2.65% | — | +14.95% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.41% | — | +99.16% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.41% | — | +46.15% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.34% | — | +27.32% | |
| 12 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 2.22% | — | +14.35% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.94% | — | +36.50% | |
| 14 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.77% | — | +13.91% | |
| 15 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 1.77% | — | +9.50% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.56% | — | +102.50% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.34% | — | -23.54% | |
| 18 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.16% | — | +321.96% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.11% | — | +40.97% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.08% | +0.19% | -23.97% | |
| 21 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.07% | — | — | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.94% | -0.15% | +435.14% | |
| 23 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.91% | — | +12.56% | |
| 24 | MSTB | Lha Market State Tactical | ETF-其他 | 0.90% | — | — | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.86% | — | -17.47% | |
| 26 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 0.85% | — | +8.17% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.85% | — | +124.73% | |
| 28 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.80% | — | — | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.78% | — | — | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.70% | — | — | |
| 31 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 0.67% | — | -4.69% | |
| 32 | ✓ | 股票-其他 | 0.61% | — | -4.94% | ||
| 33 | ARKK | Ark Innovation ETF | ETF-其他 | 0.59% | — | +64.54% | |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.59% | — | +312.55% | |
| 35 | ARKW | Ark Next Generation Internet | ETF-其他 | 0.58% | — | +221.61% | |
| 36 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.58% | -0.16% | +61.93% | |
| 37 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 0.57% | — | +322.94% | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.55% | -0.15% | +22.99% | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.52% | -0.26% | +17.63% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.52% | — | +515.76% | |
| 41 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.52% | — | -42.55% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.48% | — | -12.95% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.47% | — | +37.49% | |
| 44 | VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | 股票-其他 | 0.47% | — | +138.71% | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.46% | +0.13% | +38.63% | |
| 46 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.46% | — | +391.18% | |
| 47 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.46% | — | +92.59% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.40% | — | +69.72% | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.40% | — | +52.17% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.39% | — | +1201.89% |