CIK: 0001598304
申報總市值
US$26.0億
僅顯示前 200 大持股（共 303 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 15.19% | -0.58% | +3.47% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 11.00% | -0.84% | +112.19% | |
| 3 | IAU | Ishares Gold Trust | ETF-避險與商品 | 4.81% | +0.47% | -0.03% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.52% | — | +3.06% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.92% | — | -0.54% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.91% | -0.22% | +1.49% | |
| 7 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 2.83% | +0.21% | +14.38% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.70% | -0.24% | -0.87% | |
| 9 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 2.45% | +0.20% | +6.99% | |
| 10 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 2.38% | -0.09% | -4.60% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.15% | -0.21% | -5.55% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.86% | +0.04% | +2.41% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.77% | +0.09% | +12.21% | |
| 14 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 1.70% | +0.13% | -16.17% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.50% | -0.20% | -1.87% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.47% | -0.07% | -1.06% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.32% | — | -3.15% | |
| 18 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.29% | +0.37% | -1.14% | |
| 19 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 1.27% | — | +16.05% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.20% | -0.09% | -12.83% | |
| 21 | BKAG | Bny Mellon Core Bond ETF | ETF-其他 | 1.04% | — | +0.21% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.00% | — | -6.32% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.00% | — | -2.86% | |
| 24 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.97% | -0.18% | +1272.53% | |
| 25 | AXP | American Express Co | 股票-金融 | 0.91% | -0.23% | +0.00% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.88% | — | +18.97% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.88% | +0.05% | +1683.44% | |
| 28 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.86% | — | -0.85% | |
| 29 | SOC | Sable Offshore CORP | 股票-其他 | 0.76% | +0.29% | +0.97% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.73% | — | -3.69% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.69% | — | -27.72% | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.68% | +0.11% | -1.40% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.63% | -0.07% | +9.29% | |
| 34 | AON | Aon plc | 股票-金融 | 0.63% | -0.14% | — | |
| 35 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.60% | — | -1.62% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.58% | -0.10% | -0.79% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.58% | — | +25.44% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.58% | -0.08% | -4.47% | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.54% | -0.06% | -3.83% | |
| 40 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.53% | — | +1.48% | |
| 41 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.51% | +0.57% | — | |
| 42 | UBER | Uber Technologies INC | 股票-工業 | 0.51% | -0.20% | +1.04% | |
| 43 | FMB | First Trust Managed Municipa | ETF-其他 | 0.47% | — | +3.06% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.45% | — | -1.33% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | — | +1.49% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.44% | — | -10.41% | |
| 47 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.39% | — | -1.11% | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.39% | — | -4.92% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.35% | — | -2.44% | |
| 50 | HQY | Healthequity INC | 股票-醫療保健 | 0.34% | — | — |