CIK: 0001954242
申報總市值
US$13.7億
僅顯示前 200 大持股（共 475 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.22% | — | +10.20% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.07% | -0.19% | +105.44% | |
| 3 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 2.63% | +0.74% | -16.75% | |
| 4 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 2.59% | +0.31% | +11.33% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.53% | — | +17.10% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.33% | +0.18% | +7.48% | |
| 7 | MOOD | Relative Sentiment Tact Allo | ETF-其他 | 2.23% | +0.45% | +102.29% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.18% | -0.27% | +8.15% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.89% | — | -35.51% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.79% | -0.15% | -6.70% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.68% | -0.42% | +23.39% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.67% | +0.15% | +21.25% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.59% | — | +14.14% | |
| 14 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 1.44% | — | — | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.42% | — | -0.11% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.23% | — | -46.03% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.22% | — | +18.43% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.22% | — | +12.69% | |
| 19 | STXF | Strive 500 ETF | ETF-其他 | 1.18% | — | -9.15% | |
| 20 | JBBB | Janus Henderson B-bbb Clo Et | ETF-其他 | 1.13% | — | +13.94% | |
| 21 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.07% | -0.21% | +138.20% | |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.04% | — | +43.64% | |
| 23 | XLE | Ss Energy Select Sector | ETF-其他 | 0.98% | +0.42% | -3.45% | |
| 24 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.97% | — | +8.83% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.97% | -0.14% | -46.00% | |
| 26 | QVAL | Alpha Arch US Qnt Value ETF | ETF-其他 | 0.93% | — | +20.80% | |
| 27 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.91% | — | +11.71% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.86% | — | +5.35% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.86% | — | -51.62% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.85% | -0.57% | -55.35% | |
| 31 | QTUM | Defiance Quantum ETF | ETF-其他 | 0.82% | — | — | |
| 32 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.80% | — | +3584.07% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.73% | — | +30.52% | |
| 34 | SPGM | State Street Spdr Portfolio | ETF-其他 | 0.71% | — | -4.87% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.69% | — | -2.75% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.69% | — | +38.26% | |
| 37 | QMOM | Alpha US Quant Mom ETF | ETF-其他 | 0.68% | -0.13% | +40.22% | |
| 38 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-其他 | 0.68% | — | — | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.68% | — | +1.64% | |
| 40 | PCT | Purecycle Technologies INC | 股票-其他 | 0.68% | — | +26.61% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.66% | — | +284.14% | |
| 42 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.66% | — | -32.94% | |
| 43 | MTBA | Simplify Mbs ETF | ETF-其他 | 0.66% | — | -1.66% | |
| 44 | PWB | Invesco Large Cap Growth ETF | ETF-大型股與成長 | 0.65% | +0.52% | NEW | |
| 45 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.64% | — | — | |
| 46 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.63% | — | +2146.81% | |
| 47 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.61% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | — | +1.98% | |
| 49 | LPRO | Open Lending CORP | 股票-其他 | 0.60% | — | +20.99% | |
| 50 | LGLV | Spdr US Lc Low Vol Idx | ETF-其他 | 0.56% | — | +88.81% |