CIK: 0001767343
申報總市值
US$5.4億
僅顯示前 200 大持股（共 380 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 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 10.24% | -1.11% | +32.51% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 8.13% | -0.33% | -0.62% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 7.30% | +0.40% | +2.99% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 7.01% | -0.45% | +0.04% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.13% | +0.61% | +2.93% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 5.32% | +0.24% | +3.55% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.42% | -0.38% | -0.25% | |
| 8 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 3.28% | -0.12% | +3.10% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.90% | +0.18% | -2.15% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.68% | -0.05% | +1.70% | |
| 11 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.62% | -0.51% | +3.43% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.31% | -0.23% | +5600.41% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.02% | +0.31% | +4.05% | |
| 14 | GJUL | Ft Vest US Equity Moderate B | ETF-其他 | 1.71% | -0.54% | -2.46% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.67% | +0.08% | +0.95% | |
| 16 | FTCS | First Trust Capital Strength | ETF-其他 | 1.62% | -0.94% | -0.87% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.62% | +0.17% | +13.92% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.46% | +0.12% | -1.72% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | -0.01% | -0.34% | |
| 20 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股與成長 | 1.35% | -0.04% | — | |
| 21 | PH | Parker Hannifin CORP | 股票-工業 | 1.21% | -0.06% | -1.11% | |
| 22 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 1.11% | +0.36% | +31.31% | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.10% | +0.02% | -5.59% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | +0.11% | -0.57% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.77% | -0.02% | +1.36% | |
| 26 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.67% | — | — | |
| 27 | ETN | Eaton Corporation plc | 股票-工業 | 0.64% | +0.02% | — | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.62% | — | -3.54% | |
| 29 | ADI | Analog Devices INC | 股票-科技 | 0.60% | +0.04% | -2.17% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | +0.05% | -5.41% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.56% | — | -3.64% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.52% | +0.39% | -0.91% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | +0.01% | -2.17% | |
| 34 | SLS | Sellas Life Sciences Group I | 股票-其他 | 0.50% | +2.42% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.50% | +0.09% | +37.18% | |
| 36 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.49% | — | -1.32% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.46% | +0.03% | -6.98% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.44% | +0.05% | +0.06% | |
| 39 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.44% | — | -0.35% | |
| 40 | HD | Home Depot INC | 股票-循環性消費 | 0.43% | — | -4.69% | |
| 41 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.41% | — | -0.49% | |
| 42 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.41% | — | -0.04% | |
| 43 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.37% | +0.04% | +3.12% | |
| 44 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.36% | +0.21% | +0.90% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.36% | — | +0.05% | |
| 46 | CSX | Csx CORP | 股票-工業 | 0.30% | — | +0.02% | |
| 47 | NEE | Nextera Energy INC | 股票-公用事業 | 0.29% | — | — | |
| 48 | NSC | Norfolk Southern CORP | 股票-工業 | 0.29% | — | +0.02% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.28% | — | -0.44% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.27% | +0.03% | -0.23% |