CIK: 0001844369
申報總市值
US$9.1億
僅顯示前 200 大持股（共 673 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 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 4.00% | — | -9.84% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.52% | — | +161.86% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.52% | — | — | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 3.22% | — | +94.41% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.13% | — | -3.20% | |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 3.06% | -1.28% | EXIT | |
| 7 | VDE | Vanguard Energy ETF | ETF-其他 | 2.57% | — | -0.45% | |
| 8 | XLF | Ss Financial Select Sector | ETF-其他 | 2.50% | — | +4.32% | |
| 9 | FSTA | Fidelity Msci Cons Stap Indx | ETF-其他 | 2.43% | — | +3.94% | |
| 10 | IGE | Ishares North American Natur | ETF-其他 | 2.38% | — | — | |
| 11 | DFIV | Dimensional International Va | ETF-其他 | 2.37% | — | — | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.30% | -0.33% | +11.70% | |
| 13 | CMDY | Ishares Bloomberg Roll Selec | ETF-其他 | 2.30% | — | +4.88% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.94% | -0.14% | +0.27% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.92% | — | -0.38% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.84% | +0.11% | -2.60% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.77% | -0.31% | -3.25% | |
| 18 | GTO | Invesco Total Return Bond Et | ETF-其他 | 1.75% | — | +598455.17% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.73% | — | +3.08% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.62% | — | — | |
| 21 | VFMV | Vanguard US Minimum Volatili | ETF-其他 | 1.59% | — | -7.90% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 1.52% | -0.67% | +1138.74% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.48% | — | — | |
| 24 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.43% | — | -15.67% | |
| 25 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 1.33% | -0.20% | +0.33% | |
| 26 | BXSL | Blackstone Secured Lending F | 股票-金融 | 1.30% | -1.04% | +1.89% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | — | +0.05% | |
| 28 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 1.23% | — | +27.94% | |
| 29 | GEM | Goldman Sachs Activebeta Em | ETF-避險與商品 | 1.12% | — | +4.13% | |
| 30 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.11% | — | +50.85% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.00% | +0.48% | +4.79% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.97% | -0.32% | -1.89% | |
| 33 | CTA | Simplify Managed Futures St | ETF-其他 | 0.96% | — | +3.60% | |
| 34 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.86% | — | — | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.86% | — | — | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.85% | +0.19% | -0.20% | |
| 37 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.85% | — | -2.02% | |
| 38 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 0.85% | — | — | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.81% | -0.60% | -0.02% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.81% | — | -7.52% | |
| 41 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.78% | — | +0.90% | |
| 42 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.78% | — | — | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.77% | — | +5.55% | |
| 44 | RWJ | Invesco S&p Smallcap 600 | ETF-其他 | 0.77% | — | +4.83% | |
| 45 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.76% | — | +2.91% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.73% | — | -4.99% | |
| 47 | REET | Ishares Global Reit ETF | ETF-其他 | 0.68% | — | +0.27% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.64% | +0.27% | +3808.92% | |
| 49 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.49% | — | +700.00% | |
| 50 | NFLX | Netflix INC | 股票-通訊服務 | 0.48% | +0.05% | -31.86% |