CIK: 0001767433
申報總市值
US$3.4億
| # | 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 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 26.08% | — | +12.91% | |
| 2 | TUA | Sim St Treas Fut Strat ETF | ETF-其他 | 10.30% | -11.78% | -9.55% | |
| 3 | GJUL | Ft Vest US Equity Moderate B | ETF-其他 | 8.34% | — | +15.24% | |
| 4 | LONZ | Pimco Senior Loan Active ETF | ETF-其他 | 6.11% | — | -13.04% | |
| 5 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 5.60% | -0.40% | -33.45% | |
| 6 | ISEP | Innovator Intl Dev Eq Power | ETF-其他 | 4.74% | — | +23.18% | |
| 7 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 4.58% | — | +8.07% | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 4.44% | — | +7.94% | |
| 9 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 4.11% | — | — | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.66% | — | — | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 2.28% | +0.35% | +5.28% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.91% | — | -1.77% | |
| 13 | CLOI | Vaneck Clo ETF | ETF-其他 | 1.89% | +0.51% | -33.55% | |
| 14 | GLIN | Vaneck India Growth Leaders | ETF-其他 | 1.81% | — | +9.68% | |
| 15 | HD | Home Depot INC | 股票-循環性消費 | 1.76% | — | +0.01% | |
| 16 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.19% | — | — | |
| 17 | CLOB | Vaneck Aa-bb Clo ETF | ETF-其他 | 1.08% | — | — | |
| 18 | EPI | Wisdomtree India Earnings | ETF-其他 | 0.96% | — | -16.90% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | +2.89% | +609.84% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | — | +4.07% | |
| 21 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.53% | — | +2.94% | |
| 22 | LIN | Linde plc | 股票-原物料 | 0.50% | — | — | |
| 23 | DJUL | Ft Vest US Equity Deep Buffe | ETF-其他 | 0.40% | — | — | |
| 24 | UITB | Victoryshares Core Intermedi | ETF-其他 | 0.38% | — | +424.24% | |
| 25 | BUCK | Simplify Treasury Option INC | ETF-政府公債 | 0.35% | — | -10.54% | |
| 26 | SPBC | Simplify US Eqty Pl Bitcoin | ETF-加密貨幣 | 0.31% | — | — | |
| 27 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-其他 | 0.31% | — | — | |
| 28 | AYI | Acuity INC | 股票-工業 | 0.31% | — | — | |
| 29 | GJAN | Ft Vest US Equity Moderate B | ETF-其他 | 0.31% | — | — | |
| 30 | RSST | Return Stacked US Sm Ftr ETF | ETF-其他 | 0.29% | — | — | |
| 31 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 0.27% | — | — | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.27% | — | -3.65% | |
| 33 | XVV | Ishares Esg Select Screened | ETF-其他 | 0.26% | — | +10.77% | |
| 34 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 0.24% | — | +28.37% | |
| 35 | AIRR | First Trust Rba American Ind | ETF-其他 | 0.24% | — | — | |
| 36 | BUZZ | Vaneck Social Sentiment ETF | ETF-其他 | 0.22% | — | — | |
| 37 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.20% | — | — | |
| 38 | PFIX | Simplify Interest Rate Hedge | ETF-其他 | 0.20% | — | -93.53% | |
| 39 | T | At&t INC | 股票-通訊服務 | 0.20% | — | +3.30% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.17% | — | — | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.16% | — | +4.50% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.16% | — | +0.27% | |
| 43 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.16% | — | +0.12% | |
| 44 | HON | Honeywell International INC | 股票-工業 | 0.14% | -0.12% | EXIT | |
| 45 | LGOV | First Tr Long Duration O-etf | ETF-其他 | 0.14% | — | +10.06% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.14% | — | — | |
| 47 | MCK | Mckesson CORP | 股票-醫療保健 | 0.13% | — | — | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.13% | — | -6.42% | |
| 49 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.13% | — | +19.69% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.13% | — | +1.77% |