CIK: 0001842357
申報總市值
US$2.8億
| # | 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 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 13.79% | -0.20% | +0.58% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 13.74% | -0.43% | +0.56% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 10.02% | +0.58% | -2.20% | |
| 4 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 9.88% | -0.15% | — | |
| 5 | IHDG | Wisdomtree International Hed | ETF-其他 | 7.85% | -0.18% | +0.99% | |
| 6 | EELV | Invesco S&p Emerging Markets | ETF-新興市場 | 5.79% | -0.18% | +3.63% | |
| 7 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 5.76% | -0.01% | +1.00% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 5.16% | -0.50% | +5.03% | |
| 9 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 4.36% | -0.08% | — | |
| 10 | FXL | First Trust Technology Alpha | ETF-科技型 | 4.24% | +0.33% | +1.05% | |
| 11 | AAPL | Apple INC | 股票-科技 | 4.08% | +0.07% | — | |
| 12 | FTGC | First Trust Global Tactical | ETF-其他 | 3.38% | -3.29% | EXIT | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.30% | +0.31% | -0.28% | |
| 14 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 2.73% | — | +2.82% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.33% | +0.06% | +917.49% | |
| 16 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.06% | — | -0.01% | |
| 17 | FXO | First Trust Financial Alphad | ETF-其他 | 1.03% | — | -0.85% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | -0.03% | -2.05% | |
| 19 | TSLA | Tesla INC | 股票-循環性消費 | 0.37% | +0.01% | — | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.28% | +0.04% | — | |
| 21 | STT | State Street CORP | 股票-金融 | 0.26% | +0.06% | — | |
| 22 | UPS | United Parcel Service-cl B | 股票-工業 | 0.21% | -0.02% | +0.81% | |
| 23 | PKST | Peakstone Realty Trust | 股票-其他 | 0.18% | — | -1.83% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.16% | — | +2.11% | |
| 25 | TER | Teradyne INC | 股票-科技 | 0.14% | +0.09% | +0.06% | |
| 26 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.13% | -0.02% | +4.55% | |
| 27 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型股 | 0.12% | — | -97.23% | |
| 28 | SHEL | Shell Plc-adr | 股票-能源 | 0.11% | -0.03% | — | |
| 29 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.11% | +0.03% | — |