CIK: 0002080096
申報總市值
US$2.1億
僅顯示前 200 大持股（共 308 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 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 11.37% | +0.34% | +0.99% | |
| 2 | BUFF | Innovator Laddered Allocatio | ETF-其他 | 8.88% | +0.36% | +5.78% | |
| 3 | UCON | First Trust Smith Unconstrai | ETF-其他 | 7.94% | -0.33% | -1.17% | |
| 4 | LGCY | Legacy Education INC | 股票-其他 | 6.56% | -0.73% | -1.57% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.76% | +0.06% | +0.53% | |
| 6 | HYLS | Ft Tactical High Yield ETF | ETF-非投資等級債 | 4.58% | -0.13% | -0.27% | |
| 7 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-其他 | 4.20% | +0.49% | +17.14% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-其他 | 3.89% | +0.22% | +13.81% | |
| 9 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-其他 | 3.84% | -0.05% | +0.61% | |
| 10 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 3.53% | +0.22% | -0.25% | |
| 11 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 3.13% | +0.03% | -0.14% | |
| 12 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-科技型 | 3.13% | +0.09% | +1.56% | |
| 13 | FESM | Fidelity Enhanced Small Cap | ETF-中小型股 | 3.05% | +0.05% | +2.83% | |
| 14 | BALT | Inn Defined Wealth Shield | ETF-其他 | 2.86% | +0.08% | +12.77% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.46% | -0.15% | +0.25% | |
| 16 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 2.14% | +0.26% | +1.45% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.54% | -0.04% | +1.22% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.36% | +0.03% | -12.18% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.25% | -0.05% | +1.73% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.15% | -0.14% | -11.74% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 0.95% | +0.03% | -7.42% | |
| 22 | FTCS | First Trust Capital Strength | ETF-其他 | 0.68% | — | -6.63% | |
| 23 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.63% | — | +0.09% | |
| 24 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.54% | — | -5.20% | |
| 25 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.54% | — | -24.21% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.52% | — | -4.68% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | +0.02% | -22.21% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.50% | +0.03% | — | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.48% | — | — | |
| 30 | WTRG | Essential Utilities INC | 股票-公用事業 | 0.48% | — | — | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.46% | — | -14.06% | |
| 32 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.45% | +0.02% | — | |
| 33 | SPGM | State Street Spdr Portfolio | ETF-其他 | 0.43% | — | -18.17% | |
| 34 | VTV | Vanguard Value ETF | ETF-其他 | 0.43% | +0.01% | — | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.42% | — | — | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | — | — | |
| 37 | GWW | Ww Grainger INC | 股票-工業 | 0.37% | +0.04% | — | |
| 38 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.36% | +0.06% | +16.21% | |
| 39 | F | Ford Motor Co | 股票-循環性消費 | 0.35% | +0.02% | — | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.32% | — | -21.63% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.32% | — | — | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.32% | — | -53.27% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.32% | -0.41% | EXIT | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.25% | -0.07% | -5.78% | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.24% | — | -38.58% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.18% | — | — | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.18% | — | — | |
| 48 | SO | Southern Co/the | 股票-公用事業 | 0.18% | — | +22.17% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.17% | — | -7.27% | |
| 50 | FVC | First Trust Dorsey Wright Dy | ETF-其他 | 0.16% | — | -5.48% |