CIK: 0001534400
申報總市值
US$126.8億
僅顯示前 200 大持股（共 1782 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.27% | -1.00% | +12.25% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.22% | -0.10% | -0.83% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.74% | -0.11% | +9.90% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.77% | +0.30% | +5.31% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 1.64% | -1.11% | +2.04% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.37% | — | -2.67% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.33% | -0.29% | +11.00% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.25% | — | -1.54% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.18% | +0.78% | +12.96% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.16% | +0.25% | +4.44% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.09% | +0.25% | -2.27% | |
| 12 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.97% | — | -5.20% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.79% | — | +3.08% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | -0.03% | +1.07% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.75% | +0.05% | +2.31% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.75% | +0.87% | +1.98% | |
| 17 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.74% | — | +2.08% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.73% | +0.01% | +0.52% | |
| 19 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.73% | — | +28.74% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.70% | — | -0.26% | |
| 21 | TSLA | Tesla INC | 股票-循環性消費 | 0.68% | — | +3.45% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.67% | — | -8.15% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.64% | -0.02% | +30.79% | |
| 24 | BND | Vanguard Total Bond Market | ETF-其他 | 0.64% | — | -4.16% | |
| 25 | FTCS | First Trust Capital Strength | ETF-其他 | 0.63% | -0.05% | -0.55% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.63% | -0.07% | +11.07% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.63% | — | -8.20% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.63% | +0.29% | +326.94% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.62% | — | -44.82% | |
| 30 | HD | Home Depot INC | 股票-循環性消費 | 0.59% | -0.09% | -0.87% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | +0.13% | +7.75% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.57% | -0.06% | -19.44% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.54% | +0.11% | -7.34% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.52% | -0.06% | +2.60% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.51% | — | +9.41% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.50% | — | +2.61% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | — | +1.92% | |
| 38 | MBB | Ishares Mbs ETF | ETF-其他 | 0.49% | — | +1.95% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.49% | — | +92.06% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.48% | — | -1.16% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.47% | — | -1.63% | |
| 42 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.46% | -0.01% | +13.32% | |
| 43 | CGCP | Cap Group Core Plus Income | ETF-其他 | 0.46% | — | +86.36% | |
| 44 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.44% | +0.01% | -1.20% | |
| 45 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.44% | — | +16.25% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.44% | +0.15% | +13.11% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.44% | — | -31.68% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.43% | — | +0.56% | |
| 49 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.42% | — | +12.19% | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.41% | — | +13.84% |