CIK: 0001822587
申報總市值
US$7.5億
僅顯示前 200 大持股（共 1553 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 | 14.56% | — | +8.35% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 13.95% | — | +5.99% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-其他 | 8.64% | -0.45% | +3.99% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 7.65% | -0.06% | +5.69% | |
| 5 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 5.66% | -0.09% | +7.63% | |
| 6 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 5.47% | -0.02% | +5.81% | |
| 7 | HYDB | Ishares High Yield Systemati | ETF-非投資等級債 | 3.49% | -0.21% | +3.27% | |
| 8 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 3.28% | -0.05% | +0.72% | |
| 9 | REZ | Ishars Res And Multi Reales | ETF-其他 | 2.99% | +0.16% | +7.12% | |
| 10 | FTLS | First Trust Long/short Eqty | ETF-其他 | 2.98% | -0.12% | +5.83% | |
| 11 | USTB | Victoryshares Short-term Bon | ETF-其他 | 2.85% | +0.03% | -1.52% | |
| 12 | FEMS | First Trust Emerging Markets | ETF-新興市場 | 2.71% | — | +8.74% | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.35% | — | +6.05% | |
| 14 | FXZ | First Trust Materials Alphad | ETF-其他 | 2.13% | — | +11.06% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.45% | +0.03% | +8.30% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.34% | -0.68% | -2.05% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.30% | -0.92% | +0.25% | |
| 18 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.85% | — | +0.44% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | — | +30.93% | |
| 20 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.59% | — | +1.66% | |
| 21 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.57% | — | +135.48% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.41% | — | +73.08% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.39% | — | +97.49% | |
| 24 | ILOW | AB Internal Low Volat Eq ETF | ETF-其他 | 0.39% | — | — | |
| 25 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.36% | — | -4.94% | |
| 26 | AXP | American Express Co | 股票-金融 | 0.33% | — | +0.77% | |
| 27 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 0.31% | — | — | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.31% | — | +8.54% | |
| 29 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.29% | — | +1.31% | |
| 30 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.27% | — | +6.20% | |
| 31 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.23% | — | +2.16% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.23% | — | +47.37% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.21% | — | -6.20% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.21% | — | +54.25% | |
| 35 | MCO | Moody's CORP | 股票-金融 | 0.18% | — | +0.80% | |
| 36 | TSLA | Tesla INC | 股票-循環性消費 | 0.17% | — | +25.66% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.15% | — | -3.00% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.15% | +0.48% | +56.79% | |
| 39 | SEIX | Virtus Seix Senior Loan ETF | ETF-其他 | 0.14% | — | +1.74% | |
| 40 | XLE | Ss Energy Select Sector | ETF-其他 | 0.13% | — | +1.19% | |
| 41 | LIN | Linde plc | 股票-原物料 | 0.12% | — | +9.29% | |
| 42 | PSN | Parsons CORP | 股票-科技 | 0.12% | — | — | |
| 43 | DELL | Dell Technologies -c | 股票-科技 | 0.12% | — | — | |
| 44 | LMT | Lockheed Martin CORP | 股票-工業 | 0.12% | — | +1.98% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.12% | — | +53.90% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.12% | — | +32.42% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.12% | — | +272.10% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.11% | — | +7.66% | |
| 49 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.11% | — | -9.63% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.11% | — | +22.37% |