CIK: 0001822587
申報總市值
US$7.5億
僅顯示前 200 大持股（共 1302 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 17.72% | — | +4.38% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 13.58% | — | +6.13% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 8.26% | -0.06% | — | |
| 4 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 6.39% | -0.09% | — | |
| 5 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 6.07% | -0.02% | +5.99% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-其他 | 3.93% | -0.45% | +7.07% | |
| 7 | HYDB | Ishares High Yield Systemati | ETF-非投資等級債 | 3.79% | -0.21% | +9.00% | |
| 8 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 3.65% | -0.05% | +5.03% | |
| 9 | USTB | Victoryshares Short-term Bon | ETF-其他 | 3.61% | +0.03% | +7.71% | |
| 10 | REZ | Ishars Res And Multi Reales | ETF-其他 | 3.13% | +0.16% | +5.13% | |
| 11 | FTLS | First Trust Long/short Eqty | ETF-其他 | 3.11% | -0.12% | +6.13% | |
| 12 | FEMS | First Trust Emerging Markets | ETF-新興市場 | 2.79% | — | +6.39% | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.65% | — | — | |
| 14 | FXZ | First Trust Materials Alphad | ETF-其他 | 2.34% | — | +8.18% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.87% | -0.68% | -42.12% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.60% | -0.92% | +1.06% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.19% | +0.03% | +0.60% | |
| 18 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.93% | — | +1.57% | |
| 19 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.65% | — | +3.84% | |
| 20 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.59% | — | -5.15% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.45% | — | -92.92% | |
| 22 | AXP | American Express Co | 股票-金融 | 0.37% | — | +0.35% | |
| 23 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.34% | — | +0.63% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.34% | — | +2.35% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.30% | — | -8.63% | |
| 26 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.29% | — | -6.70% | |
| 27 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.27% | — | +0.20% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.25% | — | -78.23% | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.22% | — | +2.20% | |
| 30 | PSN | Parsons CORP | 股票-科技 | 0.22% | — | — | |
| 31 | MCO | Moody's CORP | 股票-金融 | 0.21% | — | +0.17% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.19% | — | +0.31% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.19% | — | -21.80% | |
| 34 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.16% | — | -18.87% | |
| 35 | TSLA | Tesla INC | 股票-循環性消費 | 0.16% | — | +10.28% | |
| 36 | SEIX | Virtus Seix Senior Loan ETF | ETF-其他 | 0.16% | — | +1.72% | |
| 37 | XLE | Ss Energy Select Sector | ETF-其他 | 0.15% | — | +3.15% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.15% | — | -94.41% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工業 | 0.15% | — | -7.73% | |
| 40 | LIN | Linde plc | 股票-原物料 | 0.14% | — | +0.36% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.12% | +0.48% | -43.68% | |
| 42 | HD | Home Depot INC | 股票-循環性消費 | 0.11% | — | -2.06% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.10% | — | +14.16% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.10% | — | -15.10% | |
| 45 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.10% | — | +23.59% | |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.10% | +0.14% | -22.07% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.10% | — | +0.44% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.10% | — | +59.32% | |
| 49 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 0.10% | — | -1.72% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.10% | — | +1.88% |