CIK: 0001835252
申報總市值
US$4.4億
僅顯示前 200 大持股（共 219 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 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 10.26% | -11.03% | +3.81% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 9.22% | -0.70% | -22.96% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 8.56% | -3.05% | -8.22% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 7.69% | -1.12% | -7.99% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 3.40% | +0.64% | +16.63% | |
| 6 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 3.10% | -2.62% | — | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.65% | -0.40% | +16.42% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.41% | -1.02% | +49.91% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.39% | -0.58% | +3.22% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 2.27% | -1.50% | -42.53% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.20% | -0.36% | +5.37% | |
| 12 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 2.14% | — | — | |
| 13 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 2.07% | -2.35% | EXIT | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.88% | +0.61% | +14.46% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.88% | — | -4.35% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.83% | -0.21% | +4.49% | |
| 17 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.57% | +0.34% | +19.15% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.41% | -0.51% | +10.56% | |
| 19 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 1.22% | — | +3.58% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.13% | -0.16% | +369.17% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.89% | +10.60% | -47.25% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.87% | — | -11.91% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.80% | — | -3.35% | |
| 24 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.73% | -0.58% | -7.35% | |
| 25 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.72% | +0.03% | -59.50% | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 0.71% | — | +189.40% | |
| 27 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.70% | -0.68% | +60.22% | |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.67% | — | -0.38% | |
| 29 | TSLA | Tesla INC | 股票-循環性消費 | 0.66% | -0.13% | -3.37% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.65% | — | +6.48% | |
| 31 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.60% | — | +18.81% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | — | -0.31% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.49% | +3.06% | +1.55% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.47% | +0.11% | +1.46% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | — | +10.35% | |
| 36 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.42% | +0.06% | +22.23% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.41% | +0.20% | +213.12% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.37% | — | -10.80% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | — | +7.70% | |
| 40 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.35% | -0.25% | +170.92% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | — | +17.63% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.33% | — | -4.69% | |
| 43 | NFLX | Netflix INC | 股票-通訊服務 | 0.31% | — | +7.18% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.31% | +0.08% | -15.02% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.28% | +0.22% | -7.13% | |
| 46 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 0.28% | — | -1.02% | |
| 47 | WMT | Walmart INC | 股票-非循環性消費 | 0.27% | — | +3.94% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.27% | — | +0.13% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.27% | — | +25.21% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.27% | — | +15.65% |