CIK: 0001907666
申報總市值
US$10.1億
僅顯示前 200 大持股(共 239 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 | 9.34% | -1.87% | +4.16% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.92% | +0.05% | +2.06% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 3.61% | +2.12% | +75.29% | |
| 4 | IHDG | Wisdomtree International Hed | ETF-其他 | 3.55% | -2.09% | -21.12% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 2.47% | +2.23% | +0.58% | |
| 6 | PAVE | Global X US Infrastructure | ETF-其他 | 2.44% | -0.99% | +4.73% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.22% | -0.01% | +1.02% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.21% | -0.21% | +2.92% | |
| 9 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 2.04% | +0.01% | +4.41% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.93% | -0.04% | -0.77% | |
| 11 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股與成長 | 1.81% | — | +1156.72% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.77% | +0.37% | +2.84% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.71% | +0.03% | +27.19% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.61% | +1.94% | +1931.77% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.59% | -0.12% | +19.65% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.57% | -0.14% | -0.45% | |
| 17 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.53% | +0.04% | +1.89% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.53% | -0.02% | -1.68% | |
| 19 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 1.42% | — | -0.81% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.36% | — | -2.32% | |
| 21 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.32% | -0.36% | +34.26% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.30% | -0.05% | +2.47% | |
| 23 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.19% | — | +8.38% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.12% | -0.04% | +2004.60% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.03% | -0.69% | +483.49% | |
| 26 | URA | Global X Uranium ETF | ETF-其他 | 0.97% | -0.18% | -28.69% | |
| 27 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 0.97% | — | +2.42% | |
| 28 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.95% | -0.60% | EXIT | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.91% | — | -25.44% | |
| 30 | IQLT | Ishares Msci International Q | ETF-其他 | 0.91% | — | +0.64% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.89% | +0.11% | -2.06% | |
| 32 | ISCF | Ishares International Small | ETF-其他 | 0.89% | — | +17.94% | |
| 33 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.88% | -0.65% | +1809.07% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.88% | — | +4.95% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.87% | -0.65% | +2347.95% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.80% | — | -0.55% | |
| 37 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.79% | — | -3.64% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.78% | -0.02% | -1.53% | |
| 39 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.71% | — | +6.18% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.69% | — | -64.88% | |
| 41 | IYF | Ishares US Financials ETF | ETF-其他 | 0.68% | — | +1.11% | |
| 42 | BLOK | Amplify Blockchain Tech ETF | ETF-科技型 | 0.64% | — | +21.59% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.61% | +0.12% | +60.01% | |
| 44 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 0.58% | — | +1.32% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.52% | +0.04% | +60.73% | |
| 46 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 0.50% | — | +25.33% | |
| 47 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.50% | — | +728.45% | |
| 48 | CRM | Salesforce INC | 股票-科技 | 0.49% | — | +57.05% | |
| 49 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.49% | — | -6.11% | |
| 50 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.48% | — | -1.56% |