CIK: 0001792851
申報總市值
US$3.3億
| # | 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 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 14.44% | -1.58% | -5.88% | |
| 2 | FFEB | Ft Vest US Equity Buffer ETF | ETF-其他 | 9.05% | -0.13% | -11.36% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-其他 | 8.35% | +0.09% | -11.12% | |
| 4 | VRIG | Invesco Variable Rate Invest | ETF-其他 | 8.04% | +0.03% | -10.27% | |
| 5 | TRPA | Hartford Aaa Clo ETF | ETF-其他 | 8.01% | +0.05% | -9.85% | |
| 6 | EQWL | Invesco S&p 100 Equal Weight | ETF-其他 | 5.11% | -0.18% | -10.96% | |
| 7 | XLK | Ss Technology Select Sector | ETF-科技型 | 4.32% | — | -7.65% | |
| 8 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 4.05% | +0.21% | -6.44% | |
| 9 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-其他 | 3.61% | +0.08% | -3.51% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-其他 | 3.06% | -0.12% | -5.98% | |
| 11 | IAK | Ishares U.s. Insurance ETF | ETF-其他 | 2.34% | +0.09% | -7.22% | |
| 12 | AIRR | First Trust Rba American Ind | ETF-其他 | 2.27% | +0.29% | -4.08% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.94% | -0.27% | -2.36% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.65% | +0.12% | -3.91% | |
| 15 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 1.65% | +0.06% | -6.43% | |
| 16 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 1.60% | +0.13% | -1.35% | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 1.41% | — | -2.34% | |
| 18 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.22% | -0.12% | -0.85% | |
| 19 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 1.15% | +0.18% | -8.27% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | -0.22% | -11.26% | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 1.04% | -0.12% | -11.09% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.93% | -0.08% | -26.06% | |
| 23 | AAPL | Apple INC | 股票-科技 | 0.86% | -0.08% | -16.04% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.85% | -0.10% | -5.19% | |
| 25 | TSLA | Tesla INC | 股票-循環性消費 | 0.70% | -0.19% | -3.19% | |
| 26 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.61% | -0.05% | -17.67% | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.60% | — | -3.85% | |
| 28 | OUSM | Alps Oshares US Small-cap Qu | ETF-其他 | 0.47% | — | -17.10% | |
| 29 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 0.46% | -0.09% | +0.04% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | -0.05% | -1.18% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.44% | -0.06% | -19.28% | |
| 32 | TIME | Clockwise U.s. Core Equity E | ETF-其他 | 0.44% | — | -52.10% | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.42% | -0.20% | +9.02% | |
| 34 | CPRT | Copart INC | 股票-工業 | 0.36% | -0.09% | EXIT | |
| 35 | DBEU | Xtrackers Msci Europe Hedged | ETF-其他 | 0.36% | — | -18.90% | |
| 36 | SHOP | Shopify INC - Class A | 股票-科技 | 0.34% | -0.10% | — | |
| 37 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.34% | — | — | |
| 38 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.30% | +0.04% | — | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.30% | — | -0.97% | |
| 40 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.29% | -0.03% | +2.10% | |
| 41 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.28% | — | +0.21% | |
| 42 | BRNY | Burney US Factor Rotation | ETF-其他 | 0.27% | — | -12.47% | |
| 43 | MMM | 3m Co | 股票-工業 | 0.26% | — | — | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | +0.11% | -0.19% | |
| 45 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.23% | — | -21.06% | |
| 46 | MSTR | Strategy INC | 股票-科技 | 0.21% | — | -1.17% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.21% | +0.05% | +0.19% | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.21% | — | — | |
| 49 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.21% | +0.05% | -11.72% | |
| 50 | URA | Global X Uranium ETF | ETF-其他 | 0.20% | +0.12% | -16.96% |