CIK: 0001652348
申報總市值
US$2.4億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 17.30% | -0.16% | +13.21% | |
| 2 | FXL | First Trust Technology Alpha | ETF-科技型 | 7.88% | -0.21% | +12.58% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.02% | -0.16% | +9.40% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.69% | -0.15% | +0.49% | |
| 5 | FYX | First Trust Small Cap Core A | ETF-中小型股 | 3.11% | +0.27% | +13.27% | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 2.90% | +0.27% | +14.34% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.79% | -0.07% | +8.96% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.50% | -0.07% | -15.69% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.18% | — | -0.41% | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.72% | — | +37.27% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.51% | +0.27% | +24.53% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.51% | -0.05% | +1.28% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.40% | -0.28% | -3.44% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.40% | -0.31% | -11.25% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.23% | — | +17.35% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.11% | — | +4.12% | |
| 17 | IDOG | Alps International Sector Di | ETF-其他 | 1.06% | — | -28.07% | |
| 18 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 1.05% | -0.21% | +10.44% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.04% | -0.04% | +1.07% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.02% | -0.06% | -26.03% | |
| 21 | IFV | First Trust Dw Focus 5 Intl | ETF-其他 | 1.01% | — | -26.86% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.93% | -0.05% | +10.71% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.90% | -0.09% | +2.35% | |
| 24 | XLE | Ss Energy Select Sector | ETF-其他 | 0.90% | +0.38% | +122.20% | |
| 25 | TSLA | Tesla INC | 股票-循環性消費 | 0.89% | -0.12% | +6.48% | |
| 26 | FXO | First Trust Financial Alphad | ETF-其他 | 0.87% | — | +7.95% | |
| 27 | WMB | Williams Cos INC | 股票-能源 | 0.86% | +0.14% | +1.36% | |
| 28 | COR | Cencora INC | 股票-醫療保健 | 0.85% | — | +3.68% | |
| 29 | AMD | Advanced Micro Devices | 股票-科技 | 0.84% | — | +5.63% | |
| 30 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.83% | — | +20.92% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.82% | -0.31% | +0.78% | |
| 32 | ICE | Intercontinental Exchange In | 股票-金融 | 0.79% | — | +4.55% | |
| 33 | APO | Apollo Global Management INC | 股票-金融 | 0.75% | -0.32% | +3.69% | |
| 34 | DAX | Global X Dax Germany ETF | ETF-其他 | 0.73% | -0.05% | -3.87% | |
| 35 | PIZ | Invesco Dorsey Wright Develo | ETF-其他 | 0.73% | — | +5.35% | |
| 36 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.70% | — | -4.84% | |
| 37 | BLK | Blackrock INC | 股票-金融 | 0.69% | — | +3.60% | |
| 38 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.69% | — | -3.17% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.69% | -0.05% | +114.31% | |
| 40 | GS | Goldman Sachs Group INC | 股票-金融 | 0.66% | — | +4.90% | |
| 41 | IAI | Ishares U.s. Broker-dealers | ETF-其他 | 0.64% | -0.05% | -3.22% | |
| 42 | IYF | Ishares US Financials ETF | ETF-其他 | 0.62% | -0.19% | -3.14% | |
| 43 | IYC | Ishares US Consumer Discreti | ETF-其他 | 0.59% | -0.17% | -3.10% | |
| 44 | GE | General Electric | 股票-工業 | 0.58% | — | -1.29% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.55% | — | +1.74% | |
| 46 | HIMS | Hims & Hers Health INC | 股票-醫療保健 | 0.51% | -0.17% | +6.11% | |
| 47 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 0.50% | — | -12.20% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.50% | — | +5.78% | |
| 49 | MS | Morgan Stanley | 股票-金融 | 0.49% | — | -17.22% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.48% | — | +65.75% |