CIK: 0001697857
申報總市值
US$2.5億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 42.99% | +29.58% | +0.07% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 10.81% | — | +0.12% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 9.30% | — | +0.13% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.13% | -1.37% | +8.88% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.38% | -1.20% | +3.10% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.30% | -0.65% | +1.24% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.90% | — | +1.20% | |
| 8 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-其他 | 1.60% | -3.17% | — | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.50% | — | +1.37% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.43% | -0.29% | +4.24% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.19% | -0.94% | +1.24% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.19% | — | +3.75% | |
| 13 | SPXL | Direxion Daily S&p 500 Bull | ETF-大型股與成長 | 1.16% | +3.96% | NEW | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.12% | -0.37% | +1.31% | |
| 15 | RING | Ishares Msci Global Gold Min | ETF-避險與商品 | 0.95% | — | +1.31% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 0.84% | — | — | |
| 17 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.81% | — | +2.84% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.81% | -0.47% | +483.26% | |
| 19 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.79% | -0.17% | +1.17% | |
| 20 | TSLA | Tesla INC | 股票-循環性消費 | 0.75% | — | +58.36% | |
| 21 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.67% | — | +0.40% | |
| 22 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 0.60% | -0.53% | +2.06% | |
| 23 | ✓ | Exchange Traded Concepts Tru | 股票-其他 | 0.53% | — | — | |
| 24 | DAPP | Vaneck Digital Transformatio | ETF-其他 | 0.50% | -0.12% | +2.21% | |
| 25 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股與成長 | 0.48% | -0.70% | — | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.45% | — | — | |
| 27 | BLOK | Amplify Blockchain Tech ETF | ETF-科技型 | 0.43% | — | +1.32% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.43% | +0.17% | — | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.41% | -0.25% | +20.02% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | — | — | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.32% | -0.20% | EXIT | |
| 32 | AMD | Advanced Micro Devices | 股票-科技 | 0.26% | -0.49% | EXIT | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.24% | -0.11% | — | |
| 34 | ISPY | Proshares S&p High Incom ETF | ETF-其他 | 0.22% | — | — | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.21% | — | +0.40% | |
| 36 | GME | Gamestop Corp-class A | 股票-循環性消費 | 0.18% | — | +0.04% | |
| 37 | SPGI | S&p Global INC | 股票-金融 | 0.17% | — | — | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.17% | — | — | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.15% | — | +8.94% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.14% | — | — | |
| 41 | XLE | Ss Energy Select Sector | ETF-其他 | 0.14% | — | — | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.14% | — | — | |
| 43 | QXO | Qxo INC | 股票-工業 | 0.12% | -2.98% | — | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.12% | +0.10% | NEW | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.11% | — | — | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.10% | — | — | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.08% | +0.81% | NEW | |
| 48 | UEC | Uranium Energy CORP | 股票-能源 | 0.05% | — | — | |
| 49 | INDI | Indie Semiconductor Inc-a | 股票-其他 | 0.04% | — | — | |
| 50 | SOFI | Sofi Technologies INC | 股票-金融 | 0.03% | — | +0.48% |