CIK: 0001844369
申報總市值
US$9.1億
僅顯示前 200 大持股（共 205 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 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 5.69% | -0.31% | +5.27% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 4.91% | -0.67% | +1.46% | |
| 3 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 3.92% | -0.28% | +2.78% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 3.45% | — | +2.31% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.39% | -0.33% | -5.10% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-其他 | 3.04% | — | +4.60% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.74% | +0.11% | +11.36% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.38% | -1.79% | +1.83% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.38% | -0.60% | +41.86% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.36% | -0.24% | +25.52% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | -0.32% | +3.62% | |
| 12 | TSLA | Tesla INC | 股票-循環性消費 | 2.14% | -0.37% | +124.33% | |
| 13 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 2.03% | -1.96% | +7.69% | |
| 14 | XLF | Ss Financial Select Sector | ETF-其他 | 1.77% | — | +2.97% | |
| 15 | EVTR | Eaton Vance Total Return | ETF-其他 | 1.75% | — | +7.43% | |
| 16 | FCOM | Fidelity Msci Comm Serv Indx | ETF-其他 | 1.74% | -0.20% | +2.51% | |
| 17 | SYK | Stryker CORP | 股票-醫療保健 | 1.73% | -0.21% | -1.44% | |
| 18 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 1.73% | -0.74% | +30.65% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.69% | -0.21% | +2.97% | |
| 20 | JBBB | Janus Henderson B-bbb Clo Et | ETF-其他 | 1.63% | -0.33% | +7.77% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.56% | -0.14% | +1.44% | |
| 22 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 1.46% | -0.20% | +1.45% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 1.41% | — | -8.80% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.39% | — | — | |
| 25 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 1.37% | +0.06% | +13.25% | |
| 26 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.37% | — | +7.32% | |
| 27 | BXSL | Blackstone Secured Lending F | 股票-金融 | 1.33% | -1.04% | +6.63% | |
| 28 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.31% | -1.28% | EXIT | |
| 29 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.21% | — | +7.47% | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.19% | — | -1.06% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.15% | +0.19% | +3.61% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | — | -3.43% | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.08% | — | +0.06% | |
| 34 | DFIV | Dimensional International Va | ETF-其他 | 1.05% | — | +2.51% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.93% | — | +8.38% | |
| 36 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.93% | -0.94% | +2.80% | |
| 37 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.87% | -0.11% | -22.23% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.84% | — | -0.67% | |
| 39 | GEM | Goldman Sachs Activebeta Em | ETF-避險與商品 | 0.84% | — | +2.93% | |
| 40 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 0.81% | -0.33% | -26.30% | |
| 41 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.80% | -0.14% | -19.95% | |
| 42 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.79% | — | +3.35% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.79% | +0.27% | -0.56% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.78% | -0.11% | -7.84% | |
| 45 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.74% | — | -0.23% | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.73% | — | -0.00% | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.70% | — | +2.62% | |
| 48 | UBER | Uber Technologies INC | 股票-工業 | 0.69% | — | -6.76% | |
| 49 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.62% | — | -8.16% | |
| 50 | NFLX | Netflix INC | 股票-通訊服務 | 0.61% | +0.05% | -23.11% |