CIK: 0001936420
申報總市值
US$3.1億
僅顯示前 200 大持股（共 729 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 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 7.26% | — | +41.83% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.39% | +0.06% | -8.95% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 6.28% | -0.17% | -3.04% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.06% | — | -7.91% | |
| 5 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 3.78% | — | -17.84% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.14% | — | +23.42% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.53% | — | -12.92% | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 2.51% | +0.05% | +576.84% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.45% | -0.18% | -2.19% | |
| 10 | AVDE | Avantis International Equity | ETF-其他 | 2.33% | +0.05% | +50.90% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.04% | -0.13% | -8.24% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 2.01% | — | -23.06% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.74% | +0.15% | +2.34% | |
| 14 | ISDXEUR | Invesco Rafi Strategic Deve | ETF-其他 | 1.66% | — | -49.30% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.60% | — | +13.63% | |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.58% | — | +17.41% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.44% | — | — | |
| 18 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.43% | -0.12% | +1.03% | |
| 19 | REZ | Ishars Res And Multi Reales | ETF-其他 | 1.34% | +0.07% | +3.88% | |
| 20 | RQI | Cohen & Steers Qual INC Rlty | 股票-其他 | 1.32% | +0.18% | +116.53% | |
| 21 | INDS | Pacer Industrial Real Estate | ETF-其他 | 1.31% | +0.10% | +5.92% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.28% | -0.27% | +3.85% | |
| 23 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.22% | +0.02% | +11.35% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.19% | — | +187.37% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.11% | -0.18% | +9.21% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.02% | — | -1.15% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.97% | — | +2.43% | |
| 28 | FIW | First Trust Water ETF | ETF-其他 | 0.94% | — | +74.38% | |
| 29 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.94% | — | — | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.89% | — | — | |
| 31 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.79% | — | -3.99% | |
| 32 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.70% | — | +150.16% | |
| 33 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.62% | -0.16% | -21.00% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | -0.09% | +8.87% | |
| 35 | NEE | Nextera Energy INC | 股票-公用事業 | 0.59% | +0.06% | +17.03% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.58% | — | +1927.03% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.55% | -0.08% | -1.85% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.54% | — | +3.25% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.54% | — | -24.95% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.44% | — | -1.84% | |
| 41 | ARCC | Ares Capital CORP | 股票-金融 | 0.42% | — | +123.91% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | +0.05% | -3.33% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | — | +27.79% | |
| 44 | PFE | Pfizer INC | 股票-醫療保健 | 0.39% | +0.06% | NEW | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.39% | — | +8.21% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.37% | — | +22.47% | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.35% | — | -0.78% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.35% | — | -0.86% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.34% | +0.07% | +16.23% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.34% | -0.12% | +2301.23% |