CIK: 0001596957
申報總市值
US$15.5億
僅顯示前 200 大持股（共 460 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 | 5.93% | -0.19% | +3.71% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 5.80% | -0.12% | +5.54% | |
| 3 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 4.24% | -0.30% | +0.21% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.44% | -0.07% | +3.05% | |
| 5 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 3.39% | -0.05% | +1.86% | |
| 6 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 3.25% | +0.08% | +1.53% | |
| 7 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 3.03% | -0.06% | +1.91% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.55% | +0.07% | +1.01% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.21% | — | -1.80% | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 2.09% | — | +2.68% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.80% | -0.02% | +1.43% | |
| 12 | CORT | Corcept Therapeutics INC | 股票-醫療保健 | 1.74% | -1.04% | +1.95% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.60% | — | +1.15% | |
| 14 | PTRB | Pgim Total Return Bond ETF | ETF-其他 | 1.59% | +0.12% | +10.82% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.47% | — | -1.00% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.33% | — | +0.92% | |
| 17 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-其他 | 1.25% | — | -2.28% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.25% | -0.01% | +0.10% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 1.14% | +0.05% | +1.50% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.14% | +0.03% | +1.36% | |
| 21 | AVLC | Avantis US Lg Cap Eq ETF | ETF-其他 | 1.11% | — | +0.50% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.10% | +0.08% | +1.72% | |
| 23 | KEMX | Kraneshares Msci E-mkt Ex-ch | ETF-其他 | 1.05% | +0.02% | +0.59% | |
| 24 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.05% | +0.05% | +4.35% | |
| 25 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.02% | +0.01% | +5.13% | |
| 26 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.98% | +0.06% | +5.99% | |
| 27 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 0.98% | +0.05% | +0.76% | |
| 28 | AVDE | Avantis International Equity | ETF-其他 | 0.96% | — | -0.93% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.93% | -0.12% | +1.76% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.86% | +0.24% | +1.58% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | +0.02% | +1.68% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.81% | — | +8.85% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.81% | — | -5.04% | |
| 34 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.70% | — | +0.69% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.67% | — | +3.48% | |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.65% | — | +1.16% | |
| 37 | IDV | Ishares International Select | ETF-其他 | 0.63% | +0.04% | +3.03% | |
| 38 | WMT | Walmart INC | 股票-非循環性消費 | 0.62% | +0.06% | +2.90% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.59% | — | -0.89% | |
| 40 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.56% | — | -0.37% | |
| 41 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.54% | — | +7.19% | |
| 42 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.53% | — | +3.23% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | +0.06% | +2.40% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.51% | +0.19% | +2.46% | |
| 45 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.50% | +0.14% | +71.09% | |
| 46 | CAT | Caterpillar INC | 股票-工業 | 0.49% | +0.10% | +2.74% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.48% | — | +0.40% | |
| 48 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.47% | — | +2.58% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | +0.04% | +1.72% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.46% | — | +3.91% |