CIK: 0001802743
申報總市值
US$2.4億
僅顯示前 200 大持股（共 284 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 | 9.27% | — | -2.07% | |
| 2 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 4.74% | — | -0.91% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 4.69% | -0.26% | -4.88% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.60% | — | +2.11% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.28% | -0.15% | -3.66% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.77% | — | -2.89% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.33% | — | +1.89% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.05% | — | -1.96% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.09% | +0.12% | -0.71% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.02% | -0.26% | -1.30% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.02% | — | -0.87% | |
| 12 | PAXS | Pimco Access Income Fund | 股票-其他 | 2.00% | — | -3.24% | |
| 13 | PDO | Pimco Dynamic Income Opport | 股票-其他 | 1.88% | — | -2.74% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.75% | — | +3.98% | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.70% | — | -0.79% | |
| 16 | HTAB | Hartford Schroders Tax Aware | ETF-其他 | 1.58% | -0.26% | +0.16% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.55% | — | -1.30% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.34% | — | +1.01% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.31% | — | -3.34% | |
| 20 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.06% | — | +18.10% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.04% | — | -1.88% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.02% | — | +57.60% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | -0.12% | -0.88% | |
| 24 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.81% | — | +4.29% | |
| 25 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.79% | — | -7.67% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | -0.23% | -11.07% | |
| 27 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 0.74% | — | +1.35% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.71% | — | -0.66% | |
| 29 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.68% | — | +2.46% | |
| 30 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.65% | — | +62.17% | |
| 31 | BX | Blackstone INC | 股票-金融 | 0.65% | — | +3.18% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | -0.12% | -5.89% | |
| 33 | FIDI | Fidelity Intl Hi Div ETF | ETF-其他 | 0.64% | — | -1.13% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.59% | +0.25% | +2.83% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | — | +0.46% | |
| 36 | TEVA | Teva Pharmaceutical-sp Adr | 股票-醫療保健 | 0.58% | — | -7.93% | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.56% | — | -0.73% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.55% | — | -8.00% | |
| 39 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.52% | — | -0.13% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.51% | — | +4.13% | |
| 41 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.50% | — | — | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | +0.25% | +141.95% | |
| 43 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.49% | — | -13.04% | |
| 44 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.48% | — | +7.57% | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.45% | -0.27% | +1.62% | |
| 46 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.44% | — | +2.55% | |
| 47 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-其他 | 0.43% | — | +20.84% | |
| 48 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 0.42% | — | +4.59% | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.41% | — | +0.15% | |
| 50 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.41% | — | +152.53% |