CIK: 0002080096
申報總市值
US$2.1億
僅顯示前 200 大持股（共 412 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 | 10.09% | +0.34% | -0.86% | |
| 2 | BUFF | Innovator Laddered Allocatio | ETF-其他 | 8.19% | +0.36% | +0.21% | |
| 3 | LGCY | Legacy Education INC | 股票-其他 | 5.22% | -0.73% | -8.76% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-其他 | 5.17% | +0.22% | +7.33% | |
| 5 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-其他 | 4.15% | +0.49% | +0.25% | |
| 6 | VGMS | Vanguard Multi-sector | ETF-其他 | 4.01% | +0.64% | +16.58% | |
| 7 | VGHY | Vanguard High-yield Act ETF | ETF-其他 | 3.42% | +0.29% | +17.53% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.12% | -0.15% | -0.33% | |
| 9 | FESM | Fidelity Enhanced Small Cap | ETF-中小型股 | 3.09% | +0.05% | +9.49% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.08% | +0.06% | -6.06% | |
| 11 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 2.92% | +0.03% | -3.89% | |
| 12 | BALT | Inn Defined Wealth Shield | ETF-其他 | 2.86% | +0.08% | +2.22% | |
| 13 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 2.71% | +0.22% | -7.63% | |
| 14 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-科技型 | 2.68% | +0.09% | +0.43% | |
| 15 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-其他 | 2.66% | -0.05% | -5.35% | |
| 16 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 2.11% | +0.26% | +0.87% | |
| 17 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-其他 | 2.10% | +0.17% | +7.49% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.53% | -0.38% | — | |
| 19 | UCON | First Trust Smith Unconstrai | ETF-其他 | 1.46% | -0.33% | -27.16% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.41% | -0.04% | -0.94% | |
| 21 | AAPL | Apple INC | 股票-科技 | 1.33% | -0.14% | +26.37% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.19% | +0.03% | -2.11% | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.16% | -0.05% | -0.04% | |
| 24 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 1.05% | -0.22% | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.93% | -0.01% | +282600.00% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.79% | +0.04% | +9758.33% | |
| 27 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-其他 | 0.78% | -0.03% | — | |
| 28 | HYLS | Ft Tactical High Yield ETF | ETF-非投資等級債 | 0.69% | -0.13% | -41.55% | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.67% | +0.06% | +128.38% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.63% | +0.03% | -12.84% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.62% | +0.03% | +43.50% | |
| 32 | RBRK | Rubrik Inc-a | 股票-科技 | 0.53% | -0.53% | EXIT | |
| 33 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.50% | — | -9.12% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.49% | — | +2.00% | |
| 35 | FTCS | First Trust Capital Strength | ETF-其他 | 0.48% | — | -14.23% | |
| 36 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.46% | -0.17% | — | |
| 37 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.45% | — | -3.31% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | +0.02% | +0.59% | |
| 39 | TSLA | Tesla INC | 股票-循環性消費 | 0.44% | +0.22% | +27.03% | |
| 40 | WTRG | Essential Utilities INC | 股票-公用事業 | 0.42% | — | — | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | -0.41% | EXIT | |
| 42 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.39% | +0.02% | — | |
| 43 | VTV | Vanguard Value ETF | ETF-其他 | 0.38% | +0.01% | -4.00% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.35% | — | -4.74% | |
| 45 | GWW | Ww Grainger INC | 股票-工業 | 0.34% | +0.04% | -6.54% | |
| 46 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.34% | — | — | |
| 47 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.30% | -0.06% | — | |
| 48 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.30% | +0.13% | — | |
| 49 | F | Ford Motor Co | 股票-循環性消費 | 0.30% | +0.02% | — | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.28% | -0.07% | — |