CIK: 0001674020
申報總市值
US$2.6億
僅顯示前 200 大持股（共 272 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 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 9.59% | — | +17.35% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 9.41% | +0.40% | -5.03% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 7.77% | -0.24% | -2.59% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 6.10% | -0.18% | +0.93% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 4.83% | +0.24% | +202.82% | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 4.68% | -0.81% | +13.95% | |
| 7 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 4.58% | — | +15.85% | |
| 8 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 4.57% | -0.48% | +0.64% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.82% | +0.39% | +105.77% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.14% | +1.59% | +28.22% | |
| 11 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 2.56% | — | +0.22% | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.54% | — | +9.94% | |
| 13 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 2.01% | -0.14% | +0.94% | |
| 14 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 1.94% | +0.11% | -2.41% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.91% | -0.07% | -1.90% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.81% | -0.20% | +109.31% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.59% | +0.02% | -4.55% | |
| 18 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.56% | — | +3.39% | |
| 19 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 1.50% | -0.10% | +0.80% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.49% | +0.02% | +82.83% | |
| 21 | ✓ | SPDR Gold MiniShares Trust | 股票-其他 | 1.42% | — | -7.02% | |
| 22 | XLF | Ss Financial Select Sector | ETF-其他 | 1.34% | +0.18% | -16.38% | |
| 23 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.34% | -0.36% | +138.12% | |
| 24 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.29% | -0.03% | +1.31% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.27% | -0.03% | +28.18% | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.18% | — | +36.27% | |
| 27 | MLPAUSD | Global X Mlp ETF | ETF-其他 | 1.14% | — | -3.16% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.09% | -0.39% | -9.74% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.08% | -0.21% | +340.44% | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.08% | +0.02% | +19.03% | |
| 31 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 1.03% | — | +241.57% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.79% | +0.16% | +21.68% | |
| 33 | AAPL | Apple INC | 股票-科技 | 0.51% | +0.13% | +0.19% | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.49% | — | — | |
| 35 | PGHY | Invesco Global Ex US High Yi | ETF-其他 | 0.49% | — | +278.37% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事業 | 0.49% | — | -7.99% | |
| 37 | XLB | Ss Materials Select Sector | ETF-其他 | 0.48% | — | +165.90% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.41% | -0.34% | +19.68% | |
| 39 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.39% | +0.23% | — | |
| 40 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.37% | -0.18% | +70.46% | |
| 41 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.36% | — | -0.38% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.29% | — | +273.51% | |
| 43 | XLE | Ss Energy Select Sector | ETF-其他 | 0.27% | — | -29.41% | |
| 44 | VUG | Vanguard Growth ETF | ETF-其他 | 0.23% | — | -5.05% | |
| 45 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.23% | — | — | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.21% | +0.09% | +10.26% | |
| 47 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.18% | — | — | |
| 48 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 0.17% | — | +16.77% | |
| 49 | AON | Aon plc | 股票-金融 | 0.16% | — | — | |
| 50 | T | At&t INC | 股票-通訊服務 | 0.15% | — | — |