CIK: 0002052279
申報總市值
US$7.7億
僅顯示前 200 大持股（共 609 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 11.03% | +0.77% | +1.50% | |
| 2 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 5.46% | -0.37% | +0.96% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.95% | -0.15% | +1.27% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.50% | +0.15% | +2.49% | |
| 5 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 4.29% | +0.03% | +2.36% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 3.40% | +0.48% | +1.19% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 3.32% | -0.02% | +0.70% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 3.10% | -0.27% | +2.01% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.93% | +0.05% | -1.03% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 2.84% | -0.23% | +1.73% | |
| 11 | EUSA | Ishares Msci USA Equal Weigh | ETF-其他 | 2.47% | -0.01% | +2.88% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.24% | +0.04% | +0.40% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.99% | — | -0.88% | |
| 14 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 1.62% | — | +1.01% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.57% | — | +1.17% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.27% | +0.02% | -1.02% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.13% | -0.01% | +10.36% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.08% | +0.31% | +3.36% | |
| 19 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 1.00% | — | +1.41% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.96% | +0.03% | -0.82% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.91% | +0.06% | +11.67% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.86% | +0.13% | -0.80% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.84% | +0.11% | -1.01% | |
| 24 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.84% | -0.12% | +11.59% | |
| 25 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.80% | — | -2.70% | |
| 26 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.73% | +0.02% | -1.03% | |
| 27 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.72% | — | +5.19% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.69% | +0.10% | -0.34% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | -0.01% | -1.44% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.62% | +0.06% | -1.77% | |
| 31 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.61% | — | +18.31% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.57% | +0.01% | -3.41% | |
| 33 | ICE | Intercontinental Exchange In | 股票-金融 | 0.52% | -0.12% | -1.33% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.51% | — | -6.31% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.50% | — | +1.31% | |
| 36 | HD | Home Depot INC | 股票-循環性消費 | 0.49% | — | -2.52% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.49% | — | -19.77% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.45% | -0.08% | -2.39% | |
| 39 | XLF | Ss Financial Select Sector | ETF-其他 | 0.41% | — | +3.57% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.40% | — | -3.91% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.40% | +0.05% | -2.33% | |
| 42 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.39% | — | +5.56% | |
| 43 | VOX | Vanguard Communication Servi | ETF-其他 | 0.38% | — | -2.26% | |
| 44 | QCOM | Qualcomm INC | 股票-科技 | 0.38% | +0.07% | -0.81% | |
| 45 | PFFD | Global X US Preferred ETF | ETF-其他 | 0.38% | — | -4.14% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.38% | — | -23.75% | |
| 47 | ACIC | American Coastal Insurance C | 股票-其他 | 0.37% | — | — | |
| 48 | ABBV | Abbvie INC | 股票-醫療保健 | 0.35% | — | -1.98% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.35% | -0.10% | -6.43% | |
| 50 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.34% | -0.11% | +7.32% |