CIK: 0001674020
申報總市值
US$2.6億
僅顯示前 200 大持股（共 285 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 9.88% | +0.40% | +0.14% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 8.76% | — | -1.22% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 8.71% | -0.24% | +2.01% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 7.03% | -0.18% | +4.19% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 5.05% | +0.24% | +2.43% | |
| 6 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 4.92% | -0.48% | -0.17% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 4.40% | -0.81% | +0.81% | |
| 8 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 4.17% | — | +2.23% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.91% | +0.39% | +3.29% | |
| 10 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 2.73% | — | +2.13% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.54% | — | -3.89% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.51% | +1.59% | +3.59% | |
| 13 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 2.29% | -0.14% | +0.97% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 2.27% | -0.07% | +5.85% | |
| 15 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 2.07% | +0.11% | +1.78% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.90% | -0.20% | -0.77% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.89% | +0.02% | +4.96% | |
| 18 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.77% | — | +0.92% | |
| 19 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 1.66% | -0.10% | -3.04% | |
| 20 | ✓ | SPDR Gold MiniShares Trust | 股票-其他 | 1.62% | — | — | |
| 21 | XLF | Ss Financial Select Sector | ETF-其他 | 1.59% | +0.18% | +10.76% | |
| 22 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.47% | -0.03% | +2.83% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.33% | -0.39% | -9.37% | |
| 24 | MLPAUSD | Global X Mlp ETF | ETF-其他 | 1.20% | — | +3.10% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.08% | -0.03% | +5.66% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.96% | +0.02% | -14.93% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.85% | +0.02% | -17.68% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.85% | — | +21.19% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.72% | +0.16% | +27.69% | |
| 30 | DUK | Duke Energy CORP | 股票-公用事業 | 0.60% | — | +8.81% | |
| 31 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.60% | -0.36% | -2.76% | |
| 32 | HD | Home Depot INC | 股票-循環性消費 | 0.54% | — | — | |
| 33 | AAPL | Apple INC | 股票-科技 | 0.50% | +0.13% | -6.50% | |
| 34 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.48% | -0.18% | -7.95% | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.47% | +0.23% | — | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.41% | — | +7.54% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.39% | -0.34% | +50.99% | |
| 38 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.32% | — | -2.63% | |
| 39 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.32% | — | -8.46% | |
| 40 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.27% | — | -2.48% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.26% | -0.21% | -13.50% | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.24% | — | — | |
| 43 | XLB | Ss Materials Select Sector | ETF-其他 | 0.22% | — | +4.41% | |
| 44 | CMBS | Ishares Cmbs ETF | ETF-其他 | 0.20% | — | -4.88% | |
| 45 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.19% | — | — | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.18% | +0.09% | +1.02% | |
| 47 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.18% | +0.12% | -39.55% | |
| 48 | AON | Aon plc | 股票-金融 | 0.16% | — | — | |
| 49 | T | At&t INC | 股票-通訊服務 | 0.15% | — | +42.84% | |
| 50 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 0.15% | — | +79.43% |