CIK: 0002052279
申報總市值
US$7.7億
僅顯示前 200 大持股（共 623 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 | 13.05% | +0.77% | +3.79% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.41% | +0.15% | +8.14% | |
| 3 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 5.34% | -0.37% | +7.61% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.09% | -0.15% | +3.36% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 4.57% | +0.48% | +4.27% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 3.55% | -0.27% | +10.65% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 3.48% | +0.03% | -14.02% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.83% | +0.05% | -3.54% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.83% | -0.02% | -8.82% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 2.75% | -0.23% | +5.42% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.25% | +0.04% | -0.30% | |
| 12 | EUSA | Ishares Msci USA Equal Weigh | ETF-其他 | 2.24% | -0.01% | +0.40% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.05% | — | -2.43% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.52% | — | +8.85% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.39% | +0.06% | +9.15% | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.26% | +0.31% | +97.17% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.22% | -0.01% | -1.26% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.12% | +0.10% | -3.39% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | +0.02% | -1.31% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.99% | +0.03% | +0.58% | |
| 21 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.95% | — | +12.47% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | +0.13% | -2.16% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.90% | +0.11% | -2.04% | |
| 24 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.79% | -0.12% | +1.94% | |
| 25 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.74% | — | +7.94% | |
| 26 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.74% | +0.02% | -2.32% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | -0.01% | -1.62% | |
| 28 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.68% | — | +9.74% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.65% | +0.05% | -0.62% | |
| 30 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 0.63% | — | -23.99% | |
| 31 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.62% | +0.15% | +57.73% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.61% | +0.06% | -3.62% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.59% | +0.01% | +132.25% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.51% | +0.01% | -4.20% | |
| 35 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.43% | — | -4.44% | |
| 36 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.42% | — | +17.82% | |
| 37 | ICE | Intercontinental Exchange In | 股票-金融 | 0.40% | -0.12% | -1.11% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.40% | -0.11% | +2.83% | |
| 39 | VOX | Vanguard Communication Servi | ETF-其他 | 0.39% | — | -4.34% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.37% | — | -3.77% | |
| 41 | HD | Home Depot INC | 股票-循環性消費 | 0.36% | — | -4.24% | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.35% | — | +98.60% | |
| 43 | ACIC | American Coastal Insurance C | 股票-其他 | 0.34% | — | — | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.34% | — | -10.98% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.33% | — | -0.01% | |
| 46 | XLF | Ss Financial Select Sector | ETF-其他 | 0.33% | — | -7.89% | |
| 47 | QCOM | Qualcomm INC | 股票-科技 | 0.33% | +0.07% | -4.01% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.33% | -0.08% | -10.52% | |
| 49 | PFFD | Global X US Preferred ETF | ETF-其他 | 0.33% | — | -2.28% | |
| 50 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.31% | — | +2.97% |