CIK: 0001966037
申報總市值
US$25.7億
僅顯示前 200 大持股（共 459 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 | AAPL | Apple INC | 股票-科技 | 2.55% | -0.42% | +28.94% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.54% | -0.47% | +4.66% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.14% | -0.75% | -1.39% | |
| 4 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-其他 | 1.77% | -0.49% | — | |
| 5 | TTEQ | T Rowe Price Technology ETF | ETF-科技型 | 1.72% | -1.72% | EXIT | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.53% | -0.47% | +13.71% | |
| 7 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.49% | -1.45% | -3.33% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.47% | +0.02% | +46.49% | |
| 9 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.47% | -0.29% | +1.77% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.44% | +1.08% | +10.67% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.40% | -0.40% | +12.64% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.37% | -0.26% | +23.08% | |
| 13 | FSK | Fs Kkr Capital CORP | 股票-金融 | 1.22% | -1.21% | +2.63% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.19% | — | +9.91% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.16% | -0.31% | -1.66% | |
| 16 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.09% | -0.26% | +18.52% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.08% | -0.21% | +23.33% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.04% | -0.11% | +3.44% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.03% | -0.15% | +13.37% | |
| 20 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.02% | -0.18% | +2.72% | |
| 21 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.00% | — | +13.97% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 0.93% | — | +6.97% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.90% | — | +24.07% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.89% | -0.08% | +65.19% | |
| 25 | AVDE | Avantis International Equity | ETF-其他 | 0.88% | -0.18% | +1.22% | |
| 26 | FTCS | First Trust Capital Strength | ETF-其他 | 0.87% | — | -20.89% | |
| 27 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.87% | -0.20% | +33.71% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.86% | — | +7.68% | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.86% | -0.03% | +8.01% | |
| 30 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.85% | -0.19% | +0.52% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.84% | -0.03% | +13.92% | |
| 32 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.83% | — | +12.06% | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.81% | +0.08% | +3.84% | |
| 34 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.80% | -0.14% | +8.67% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.79% | -0.02% | +6.07% | |
| 36 | DBRG | Digitalbridge Group INC | 股票-金融 | 0.77% | — | -3.15% | |
| 37 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 0.76% | -0.12% | +4.42% | |
| 38 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.76% | -0.05% | +16.69% | |
| 39 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.75% | — | -0.64% | |
| 40 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.74% | — | +26.28% | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.69% | — | +3.91% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.67% | +0.26% | -12.38% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.67% | +0.10% | +54.52% | |
| 44 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.63% | -0.09% | +6.52% | |
| 45 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.60% | — | +1.22% | |
| 46 | VTV | Vanguard Value ETF | ETF-其他 | 0.58% | -0.05% | +10.09% | |
| 47 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.56% | +0.34% | +3.29% | |
| 48 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.56% | — | +8.77% | |
| 49 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.55% | — | +4.18% | |
| 50 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.54% | +0.04% | -4.22% |