CIK: 0001596957
申報總市值
US$15.5億
僅顯示前 200 大持股（共 438 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 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 6.66% | -0.19% | +2.95% | |
| 2 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 6.11% | — | +2.22% | |
| 3 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 4.32% | -0.30% | -2.05% | |
| 4 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 3.60% | -0.05% | +2.66% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.39% | -0.07% | +2.22% | |
| 6 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 3.27% | +0.08% | +9.01% | |
| 7 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 3.22% | -0.06% | +5.09% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.66% | +0.07% | +1.88% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.59% | — | -0.37% | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 2.24% | — | +2.08% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.51% | — | -0.55% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.46% | — | -2.38% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.41% | — | +3.98% | |
| 14 | PTRB | Pgim Total Return Bond ETF | ETF-其他 | 1.27% | +0.12% | +1170.83% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.27% | -0.02% | +6.71% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.24% | +0.01% | -0.35% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.24% | -0.01% | -2.21% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.22% | +0.03% | +0.82% | |
| 19 | CORT | Corcept Therapeutics INC | 股票-醫療保健 | 1.16% | -1.04% | -0.01% | |
| 20 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-其他 | 1.16% | — | -0.28% | |
| 21 | AVLC | Avantis US Lg Cap Eq ETF | ETF-其他 | 1.15% | — | +29026.56% | |
| 22 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 1.04% | +0.05% | +2.30% | |
| 23 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.01% | +0.05% | +2.44% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.00% | +0.08% | +5.00% | |
| 25 | KEMX | Kraneshares Msci E-mkt Ex-ch | ETF-其他 | 1.00% | +0.02% | +0.51% | |
| 26 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.90% | +0.06% | +1.29% | |
| 27 | AVDE | Avantis International Equity | ETF-其他 | 0.88% | — | +1.50% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.87% | — | -0.59% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.81% | -0.12% | +1.82% | |
| 30 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.77% | — | +0.90% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.75% | -0.12% | +3.03% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.72% | — | -2.86% | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.71% | — | +8.52% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.67% | +0.05% | +1046.17% | |
| 35 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.65% | — | +0.66% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.62% | — | -0.57% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.61% | +0.24% | +3.01% | |
| 38 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.59% | — | -0.54% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | +0.02% | +4.85% | |
| 40 | IDV | Ishares International Select | ETF-其他 | 0.57% | +0.04% | -2.65% | |
| 41 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.54% | — | -0.36% | |
| 42 | ARCB | Arcbest CORP | 股票-其他 | 0.54% | — | -21.20% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.52% | — | +0.30% | |
| 44 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.51% | — | +11.87% | |
| 45 | WMT | Walmart INC | 股票-非循環性消費 | 0.50% | +0.06% | +2.02% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.49% | +0.06% | +3.48% | |
| 47 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.48% | — | -0.87% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | +0.04% | +1.99% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.45% | — | +2.66% | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.45% | — | -0.36% |