CIK: 0001952781
申報總市值
US$4.7億
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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.47% | +0.04% | -4.33% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.96% | +0.66% | +9.45% | |
| 3 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 3.52% | +0.65% | -6.84% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.47% | +0.13% | +1.05% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.14% | +0.02% | +4.36% | |
| 6 | APP | Applovin Corp-class A | 股票-科技 | 3.10% | -3.01% | +1788.24% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.71% | -0.38% | +3.30% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.60% | — | -0.56% | |
| 9 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-其他 | 2.21% | -0.25% | +37.92% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.99% | — | -10.89% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.81% | -0.02% | +5.72% | |
| 12 | JPLD | Jpmorgan LTD Duration ETF | ETF-其他 | 1.68% | -0.19% | +44.11% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.63% | -0.02% | +1.20% | |
| 14 | CDX | Simplify High Yield ETF | ETF-非投資等級債 | 1.62% | — | +177.18% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.37% | +0.29% | -0.23% | |
| 16 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 1.26% | -0.14% | +45.75% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.24% | -0.03% | -0.70% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | +0.20% | +23.75% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.17% | -0.15% | -6.55% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 1.15% | -0.09% | +16.41% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.14% | -0.06% | -8.27% | |
| 22 | TSLA | Tesla INC | 股票-循環性消費 | 1.14% | -0.14% | +5.19% | |
| 23 | EVTR | Eaton Vance Total Return | ETF-其他 | 0.86% | +0.34% | — | |
| 24 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.84% | -0.10% | +45.66% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.77% | — | -4.17% | |
| 26 | MSTR | Strategy INC | 股票-科技 | 0.76% | -0.76% | EXIT | |
| 27 | NUTX | Nutex Health INC | 股票-其他 | 0.75% | -0.28% | +0.00% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | +0.34% | -3.76% | |
| 29 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.74% | +0.16% | +11.50% | |
| 30 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.71% | -0.08% | +18.78% | |
| 31 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.70% | -0.05% | -8.61% | |
| 32 | WMT | Walmart INC | 股票-非循環性消費 | 0.67% | — | +8.49% | |
| 33 | CAT | Caterpillar INC | 股票-工業 | 0.66% | +0.14% | +0.87% | |
| 34 | GSID | Goldman Sachs Marketbeta Int | ETF-避險與商品 | 0.66% | +0.16% | +11.27% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.03% | +2.40% | |
| 36 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.59% | -0.08% | -57.79% | |
| 37 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.58% | — | +8.86% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | -0.07% | -5.75% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.56% | -0.08% | +19.29% | |
| 40 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.54% | -0.07% | +18.16% | |
| 41 | DFSE | Dimensional Em Sus Core1 ETF | ETF-其他 | 0.53% | +0.14% | +10.18% | |
| 42 | PCT | Purecycle Technologies INC | 股票-其他 | 0.43% | -0.40% | — | |
| 43 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.42% | — | -6.99% | |
| 44 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 0.42% | +0.12% | +9.98% | |
| 45 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.41% | — | +134.95% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.40% | — | +3.22% | |
| 47 | BALI | Is US Lrg Cp Pre INC Act-usd | ETF-其他 | 0.40% | — | — | |
| 48 | DIHP | Dimensional International Hi | ETF-其他 | 0.40% | — | +12.09% | |
| 49 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.39% | — | -8.15% | |
| 50 | BLK | Blackrock INC | 股票-金融 | 0.38% | — | -2.06% |