| 1 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 10.37% | — | — | |
| 2 | JHCB | John Hancock Corporate Bond | ETF-投資等級公司債 | 9.55% | -0.48% | — | |
| 3 | JHPI | John Hancock Preferred Incom | ETF-其他 | 5.34% | -0.31% | — | |
| 4 | BOTZ | Global X Robotics & Artifici | ETF-其他 | 4.68% | — | — | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.34% | -0.30% | — | |
| 6 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 3.80% | -0.19% | — | |
| 7 | INDA | Ishares Msci India ETF | ETF-其他 | 3.63% | — | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.63% | — | — | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.61% | — | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.32% | -0.20% | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 3.22% | -0.52% | — | |
| 12 | AAPL | Apple INC | 股票-科技 | 3.18% | — | — | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.55% | — | — | |
| 14 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 2.39% | -0.64% | — | |
| 15 | PEP | Pepsico INC | 股票-非循環性消費 | 2.34% | — | — | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.28% | -0.38% | — | |
| 17 | CVX | Chevron CORP | 股票-能源 | 2.16% | +0.05% | NEW | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.07% | -0.18% | — | |
| 19 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.60% | — | — | |
| 20 | TMUS | T-mobile US INC | 股票-通訊服務 | 1.54% | -0.07% | — | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.46% | -0.03% | — | |
| 22 | NUE | Nucor CORP | 股票-原物料 | 1.42% | — | — | |
| 23 | AMGN | Amgen INC | 股票-醫療保健 | 1.34% | -0.14% | — | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.16% | — | — | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.10% | -0.05% | — | |
| 26 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.04% | — | — | |
| 27 | ARKK | Ark Innovation ETF | ETF-其他 | 0.97% | -0.06% | EXIT | |
| 28 | BX | Blackstone INC | 股票-金融 | 0.86% | — | — | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.85% | — | — | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.73% | — | — | |
| 31 | SHOP | Shopify INC - Class A | 股票-科技 | 0.70% | -0.07% | — | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.70% | -0.05% | EXIT | |
| 33 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.68% | — | — | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.62% | — | — | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.60% | -0.06% | — | |
| 36 | DCI | Donaldson Co INC | 股票-工業 | 0.59% | — | — | |
| 37 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.59% | — | — | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.59% | — | — | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.51% | — | — | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.39% | — | — | |
| 41 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.37% | — | — | |
| 42 | ROBO | Robo Global Robotics And Aut | ETF-其他 | 0.35% | — | — | |
| 43 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.34% | — | — | |
| 44 | PANW | Palo Alto Networks INC | 股票-科技 | 0.31% | — | — | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.30% | -0.35% | — | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.28% | — | — | |
| 47 | UBER | Uber Technologies INC | 股票-工業 | 0.28% | — | — | |
| 48 | JHSC | John Hancock Multi Small Cap | ETF-中小型股 | 0.28% | — | — | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.28% | — | — | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.27% | -0.06% | — | |