CIK: 0001794198
申報總市值
US$17.8億
僅顯示前 200 大持股（共 455 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.21% | — | +11.04% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.49% | — | +6.38% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.93% | — | -2.36% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.03% | — | -17.97% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.92% | — | +1.55% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.70% | — | +13.23% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.65% | — | +415.38% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.59% | — | +3.90% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.56% | — | +4.67% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.55% | — | +15.40% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.35% | — | +3.56% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.91% | — | +2.25% | |
| 13 | XLF | Ss Financial Select Sector | ETF-其他 | 1.73% | — | +13.87% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.56% | — | -14.79% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.45% | — | +0.69% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.29% | — | -14.12% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.27% | — | +39.18% | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.21% | — | -6.47% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.14% | — | +5.81% | |
| 20 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.09% | — | — | |
| 21 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.07% | — | +31.13% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.05% | — | +9.40% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.01% | — | +16.04% | |
| 24 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.87% | — | -10.70% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.85% | — | +18.80% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.80% | — | +16.22% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.78% | — | +3.22% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.76% | — | -8.12% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.70% | — | +1.76% | |
| 30 | ARCC | Ares Capital CORP | 股票-金融 | 0.68% | — | — | |
| 31 | FEZ | State Street Spdr Euro Stoxx | ETF-其他 | 0.67% | — | +2.47% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.66% | — | +5.82% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | — | +1.76% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.63% | — | +4.27% | |
| 35 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.63% | — | -33.16% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.59% | — | -0.18% | |
| 37 | CB | Chubb Limited | 股票-金融 | 0.59% | — | +0.03% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | +2.27% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.57% | — | +2.56% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.56% | — | +15.08% | |
| 41 | XLB | Ss Materials Select Sector | ETF-其他 | 0.55% | — | -1.76% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.53% | — | -6.43% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.51% | — | +1.58% | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.48% | — | -23.18% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.46% | — | +6.00% | |
| 46 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.46% | — | +22.06% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.45% | — | -0.59% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.44% | — | -37.62% | |
| 49 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.44% | — | -1.06% | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.43% | — | +3.48% |