CIK: 0001668189
申報總市值
US$10.6億
僅顯示前 200 大持股（共 205 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 | AAPL | Apple INC | 股票-科技 | 5.94% | -0.22% | +10.25% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 5.81% | — | -5.52% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.52% | -0.12% | +2.59% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.31% | +0.23% | +0.49% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 4.00% | -0.26% | +9.96% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.62% | -0.16% | +19.52% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.18% | +0.19% | +136.57% | |
| 8 | XJPIX | Nuveen Preferred Securities | 股票-其他 | 2.64% | — | -7.51% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.29% | -0.16% | +2.12% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.19% | +0.07% | -4.87% | |
| 11 | TROW | T Rowe Price Group INC | 股票-金融 | 2.15% | -0.11% | -0.71% | |
| 12 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.93% | — | +21.40% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.90% | -0.13% | -14.48% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.68% | -0.08% | +24.44% | |
| 15 | DSL | Doubleline Income Solutions | 股票-其他 | 1.57% | — | -23.07% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.40% | — | +6.29% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.39% | -0.29% | +5.73% | |
| 18 | LEO | Bny Mellon Strategic Muni | 股票-其他 | 1.26% | — | -13.82% | |
| 19 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.20% | — | -7.19% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.14% | — | -0.91% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.13% | -0.10% | +4.04% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.05% | -0.10% | -4.14% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.03% | -0.10% | -1.06% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.02% | — | +18.65% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.94% | +0.17% | +3.69% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.91% | -0.10% | -2.44% | |
| 27 | ✓ | Nuveen Md Prem Income Mun Fd | 股票-其他 | 0.90% | — | +4.50% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.89% | +0.06% | +5.75% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.86% | — | +9.10% | |
| 30 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.86% | -0.26% | +0.02% | |
| 31 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.85% | — | -1.55% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.78% | — | -1.27% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.75% | — | +10.50% | |
| 34 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.75% | -0.06% | -3.50% | |
| 35 | XMYDX | Blackrock Muniyield Fund | 股票-其他 | 0.74% | — | -12.10% | |
| 36 | ABBV | Abbvie INC | 股票-醫療保健 | 0.69% | — | +4.15% | |
| 37 | PYPL | Paypal Holdings INC | 股票-金融 | 0.65% | — | +5.85% | |
| 38 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.62% | — | -0.96% | |
| 39 | MA | Mastercard INC - A | 股票-金融 | 0.61% | -0.06% | +7.87% | |
| 40 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 0.60% | -0.06% | -9.03% | |
| 41 | ARKK | Ark Innovation ETF | ETF-其他 | 0.59% | — | — | |
| 42 | IDV | Ishares International Select | ETF-其他 | 0.58% | — | -16.23% | |
| 43 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.57% | — | -7.05% | |
| 44 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.57% | +0.17% | -15.69% | |
| 45 | UTF | Cohen & Steers Infrastructur | 股票-其他 | 0.56% | — | -25.73% | |
| 46 | MQY | Blackrock Muniyield Quality | 股票-其他 | 0.51% | -0.15% | -4.97% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.48% | +0.12% | +0.91% | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.44% | — | -1.70% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | — | -15.06% | |
| 50 | CCI | Crown Castle INC | 股票-房地產 | 0.43% | — | +225.18% |