CIK: 0001798736
申報總市值
US$2.2億
僅顯示前 200 大持股（共 210 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 | PFF | Ishares Preferred & Income S | ETF-其他 | 6.59% | -1.25% | +0.15% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.98% | +0.41% | +2.38% | |
| 3 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 2.66% | — | +255.33% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.28% | -0.03% | +0.57% | |
| 5 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.19% | -1.09% | -1.35% | |
| 6 | MO | Altria Group INC | 股票-非循環性消費 | 2.17% | +0.14% | +0.26% | |
| 7 | HD | Home Depot INC | 股票-循環性消費 | 1.78% | — | -0.48% | |
| 8 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 1.65% | +0.23% | +3.40% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.62% | +0.09% | +7.41% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.61% | — | -1.74% | |
| 11 | O | Realty Income CORP | 股票-房地產 | 1.59% | — | +1.76% | |
| 12 | CTRE | Caretrust Reit INC | 股票-房地產 | 1.58% | — | -14.10% | |
| 13 | WPC | Wp Carey INC | 股票-房地產 | 1.51% | — | -3.25% | |
| 14 | RITM | Rithm Capital CORP | 股票-房地產 | 1.49% | -0.47% | +2.33% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.37% | — | -0.93% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.33% | +0.14% | +25.85% | |
| 17 | FHN | First Horizon CORP | 股票-金融 | 1.31% | — | -1.97% | |
| 18 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.27% | — | +6.49% | |
| 19 | SO | Southern Co/the | 股票-公用事業 | 1.27% | — | +2.45% | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.15% | +0.08% | +8.36% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | -0.34% | -2.17% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工業 | 1.09% | +0.33% | +30.78% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | — | -3.19% | |
| 24 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 1.03% | — | +1.15% | |
| 25 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.03% | +0.25% | +7.35% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.01% | — | +1.16% | |
| 27 | AMT | American Tower CORP | 股票-房地產 | 0.99% | — | -11.98% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.96% | +0.17% | +2.59% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.95% | +0.19% | +35.20% | |
| 30 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.94% | +0.17% | +2.67% | |
| 31 | PCH | Potlatchdeltic CORP | 股票-其他 | 0.93% | -0.71% | EXIT | |
| 32 | PLD | Prologis INC | 股票-房地產 | 0.90% | — | -0.35% | |
| 33 | SUI | Sun Communities INC | 股票-房地產 | 0.88% | — | -0.95% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.87% | — | +1.93% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | — | -2.42% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.85% | — | +12.48% | |
| 37 | WELL | Welltower INC | 股票-房地產 | 0.80% | — | +8.47% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.75% | — | +8.73% | |
| 39 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.73% | — | -1.71% | |
| 40 | NSC | Norfolk Southern CORP | 股票-工業 | 0.68% | — | -1.79% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.68% | — | -47.39% | |
| 42 | ELS | Equity Lifestyle Properties | 股票-房地產 | 0.65% | — | -6.00% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | — | +2.30% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.61% | — | -0.97% | |
| 45 | DLR | Digital Realty Trust INC | 股票-房地產 | 0.60% | — | +0.58% | |
| 46 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.59% | — | +0.51% | |
| 47 | GEV | GE Vernova INC | 股票-工業 | 0.58% | +0.20% | +2.30% | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.58% | — | +3.76% | |
| 49 | CCI | Crown Castle INC | 股票-房地產 | 0.58% | — | -8.05% | |
| 50 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.57% | — | -3.02% |