CIK: 0001674020
申報總市值
US$2.6億
僅顯示前 200 大持股（共 395 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 | 10.33% | +0.40% | +2.91% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 9.12% | -0.24% | +6.18% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 7.43% | -0.81% | +5.50% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 7.10% | +0.24% | +6.30% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 5.65% | -0.18% | +3.08% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.11% | — | -1.86% | |
| 7 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 4.17% | -0.48% | +1.12% | |
| 8 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 4.11% | -0.89% | +6.46% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.45% | +0.39% | +6.89% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.45% | +1.59% | +3.77% | |
| 11 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 2.20% | — | +2.29% | |
| 12 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 1.99% | +0.11% | +0.71% | |
| 13 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 1.96% | -0.14% | +4.20% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.91% | -0.03% | +29.31% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.75% | +0.02% | +3.43% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.68% | -0.07% | +1.09% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.67% | -0.20% | +0.64% | |
| 18 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 1.55% | -1.41% | EXIT | |
| 19 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.54% | — | +3.67% | |
| 20 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 1.45% | -0.10% | +3.76% | |
| 21 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.44% | -0.03% | +4.82% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.15% | — | +35.28% | |
| 23 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.15% | — | +3.67% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.13% | +0.02% | -11.57% | |
| 25 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.12% | -0.36% | +1.13% | |
| 26 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 1.04% | — | +4.63% | |
| 27 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.86% | -0.39% | +8.66% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.77% | -0.21% | +6.31% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.77% | -0.39% | +4.63% | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.76% | +0.16% | +10.30% | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.72% | +0.02% | -28.75% | |
| 32 | XLF | Ss Financial Select Sector | ETF-其他 | 0.67% | +0.18% | +5.08% | |
| 33 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.56% | -0.18% | +10.62% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.55% | +0.01% | +476.80% | |
| 35 | DUK | Duke Energy CORP | 股票-公用事業 | 0.55% | — | +16.14% | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.52% | — | +41.65% | |
| 37 | HD | Home Depot INC | 股票-循環性消費 | 0.50% | — | +14.51% | |
| 38 | AAPL | Apple INC | 股票-科技 | 0.46% | +0.13% | +10.84% | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.42% | -0.34% | +6.34% | |
| 40 | XLB | Ss Materials Select Sector | ETF-其他 | 0.40% | — | -32.21% | |
| 41 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.39% | — | — | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.34% | +0.23% | +3.37% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.33% | +0.09% | +9.19% | |
| 44 | PGHY | Invesco Global Ex US High Yi | ETF-其他 | 0.28% | — | -30.40% | |
| 45 | VUG | Vanguard Growth ETF | ETF-其他 | 0.23% | — | — | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.22% | — | -33.11% | |
| 47 | CW | Curtiss-wright CORP | 股票-工業 | 0.21% | — | — | |
| 48 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.21% | — | +10.94% | |
| 49 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.20% | — | — | |
| 50 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 0.18% | — | -1.58% |