CIK: 0001731169
申報總市值
US$8.4億
僅顯示前 200 大持股（共 227 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 9.72% | -0.10% | +1.87% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 4.93% | +0.25% | -0.92% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.86% | -0.16% | +1.74% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-其他 | 4.51% | -0.21% | -0.99% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-其他 | 4.50% | -0.06% | +2.80% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 3.94% | -0.15% | +2.83% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.13% | -0.07% | -0.58% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 2.98% | — | +3.06% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.97% | +0.01% | -0.92% | |
| 10 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 2.72% | -0.09% | -2.75% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.44% | +0.02% | +7.85% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | -0.22% | +0.63% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.14% | -0.26% | -0.49% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.95% | — | -0.98% | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.95% | — | +0.00% | |
| 16 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 1.94% | -0.03% | -2.00% | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.89% | -0.18% | +0.26% | |
| 18 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.82% | -1.47% | -14.24% | |
| 19 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.70% | +0.13% | +1765.17% | |
| 20 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 1.64% | +0.14% | -9.06% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.57% | — | -4.26% | |
| 22 | FMHI | First Trust Municipal High I | ETF-其他 | 1.26% | +0.09% | +14.57% | |
| 23 | VFMO | Vanguard US Momentum Factor | ETF-其他 | 1.16% | +0.08% | +22.68% | |
| 24 | PAVE | Global X US Infrastructure | ETF-其他 | 1.09% | — | +2.25% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | -0.05% | +6.79% | |
| 26 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.06% | +0.13% | +44.11% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.04% | -0.13% | -0.68% | |
| 28 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 1.04% | — | +6.67% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.03% | +0.14% | +51.52% | |
| 30 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.81% | -0.02% | +1.03% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.80% | -0.04% | +1.79% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.80% | — | -10.82% | |
| 33 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.74% | -0.06% | -0.24% | |
| 34 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.69% | — | +1.70% | |
| 35 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.63% | — | +19.71% | |
| 36 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.57% | — | +0.76% | |
| 37 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.55% | — | +28.27% | |
| 38 | FEOE | First Eagle Overseas Eq ETF | ETF-其他 | 0.55% | +0.21% | +98.40% | |
| 39 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.50% | +0.09% | +778.49% | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.50% | -0.05% | -16.40% | |
| 41 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.48% | -0.26% | -27.49% | |
| 42 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-其他 | 0.47% | — | -13.88% | |
| 43 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.41% | — | — | |
| 44 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.41% | — | -3.57% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.38% | -0.06% | -6.43% | |
| 46 | FENY | Fidelity Msci Energy Index | ETF-大型股與成長 | 0.38% | +0.25% | -18.88% | |
| 47 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.36% | — | -3.63% | |
| 48 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.36% | -0.06% | -79.78% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.35% | -0.07% | -3.84% | |
| 50 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.33% | — | +2.26% |