CIK: 0001794198
申報總市值
US$17.8億
僅顯示前 200 大持股（共 295 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.66% | — | -4.67% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.70% | — | -9.81% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.61% | — | -8.20% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.37% | — | -2.19% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.30% | — | -3.14% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.08% | — | -1.20% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.83% | — | -11.74% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.55% | — | -1.57% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.21% | — | -13.51% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.03% | — | +12.95% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.01% | — | -1.49% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.95% | — | -13.22% | |
| 13 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 1.85% | — | -7.23% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.81% | — | -0.21% | |
| 15 | UNP | Union Pacific CORP | 股票-工業 | 1.54% | — | +0.79% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.44% | — | +1.10% | |
| 17 | TXN | Texas Instruments INC | 股票-科技 | 1.28% | — | -0.52% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.16% | — | -0.44% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.13% | — | +19.13% | |
| 20 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.05% | — | -1.03% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.05% | — | -1.80% | |
| 22 | FRCB | First Republic Bank/ca | 股票-金融 | 1.02% | — | +0.21% | |
| 23 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.01% | — | -0.17% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 1.01% | — | -4.66% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.98% | — | -4.38% | |
| 26 | CHD | Church & Dwight Co INC | 股票-非循環性消費 | 0.96% | — | -0.88% | |
| 27 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.96% | — | +44.92% | |
| 28 | XLB | Ss Materials Select Sector | ETF-其他 | 0.96% | — | -1.24% | |
| 29 | XLE | Ss Energy Select Sector | ETF-其他 | 0.94% | — | -6.40% | |
| 30 | DHR | Danaher CORP | 股票-醫療保健 | 0.93% | — | -0.08% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | — | -2.47% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.92% | — | -6.42% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.91% | — | +5.06% | |
| 34 | ARCC | Ares Capital CORP | 股票-金融 | 0.87% | — | +8.06% | |
| 35 | ALL | Allstate CORP | 股票-金融 | 0.77% | — | -0.89% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.75% | — | +2.04% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.74% | — | -16.41% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.72% | — | +1.20% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.72% | — | -8.81% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.69% | — | +3.22% | |
| 41 | FISV | Fiserv INC | 股票-其他 | 0.68% | — | -0.41% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.68% | — | -4.08% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.68% | — | +1.53% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.67% | — | -2.43% | |
| 45 | WMT | Walmart INC | 股票-非循環性消費 | 0.67% | — | -1.27% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.67% | — | -5.03% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.64% | — | -35.76% | |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.63% | — | -54.45% | |
| 49 | VLO | Valero Energy CORP | 股票-能源 | 0.61% | — | -1.13% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.58% | — | +2.07% |