CIK: 0001798736
申報總市值
US$2.2億
僅顯示前 200 大持股（共 221 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.65% | +0.41% | +4.16% | |
| 2 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.18% | -1.09% | -1.21% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.41% | -0.03% | -3.66% | |
| 4 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 2.16% | — | -21.78% | |
| 5 | MO | Altria Group INC | 股票-非循環性消費 | 2.00% | +0.14% | +1.11% | |
| 6 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 1.86% | +0.23% | +7.87% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.82% | — | +1.29% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 1.75% | +0.09% | +3.80% | |
| 9 | HD | Home Depot INC | 股票-循環性消費 | 1.61% | — | +2.20% | |
| 10 | PFXF | Vaneck Pref Sec X-financials | ETF-其他 | 1.60% | +0.79% | +217.32% | |
| 11 | CTRE | Caretrust Reit INC | 股票-房地產 | 1.59% | — | -7.40% | |
| 12 | O | Realty Income CORP | 股票-房地產 | 1.44% | — | -6.28% | |
| 13 | UPS | United Parcel Service-cl B | 股票-工業 | 1.42% | +0.33% | +4.42% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.41% | — | -1.15% | |
| 15 | FHN | First Horizon CORP | 股票-金融 | 1.41% | — | -2.20% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.40% | +0.14% | -0.93% | |
| 17 | RITM | Rithm Capital CORP | 股票-房地產 | 1.39% | -0.47% | -6.07% | |
| 18 | WPC | Wp Carey INC | 股票-房地產 | 1.31% | — | -12.74% | |
| 19 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.26% | — | -1.44% | |
| 20 | SO | Southern Co/the | 股票-公用事業 | 1.23% | — | +1.40% | |
| 21 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.19% | +0.08% | -1.02% | |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.19% | +0.25% | +5.34% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.10% | +0.17% | +9.67% | |
| 24 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 1.10% | — | +0.20% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | — | -2.16% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.07% | — | +11.36% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.06% | — | -1.59% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.06% | -1.02% | EXIT | |
| 29 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.06% | +0.17% | +8.24% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.03% | +0.19% | +0.68% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 1.01% | -0.34% | -5.71% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.99% | — | +16.92% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.91% | — | +1.21% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.82% | — | +2.00% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.82% | — | +11.07% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.76% | — | +1.13% | |
| 37 | PLD | Prologis INC | 股票-房地產 | 0.75% | — | -28.32% | |
| 38 | PCH | Potlatchdeltic CORP | 股票-其他 | 0.74% | -0.71% | EXIT | |
| 39 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.73% | — | -0.30% | |
| 40 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.73% | — | -0.58% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.70% | — | -1.11% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.69% | — | +5.45% | |
| 43 | NSC | Norfolk Southern CORP | 股票-工業 | 0.67% | — | -2.67% | |
| 44 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.64% | — | +102.18% | |
| 45 | ETN | Eaton Corporation plc | 股票-工業 | 0.63% | -0.60% | EXIT | |
| 46 | GEV | GE Vernova INC | 股票-工業 | 0.62% | +0.20% | -5.25% | |
| 47 | TRNO | Terreno Realty CORP | 股票-房地產 | 0.60% | — | +6.28% | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.60% | — | +2.25% | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.60% | — | -0.31% | |
| 50 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.59% | +0.25% | +0.10% |