CIK: 0001641866
申報總市值
US$55.4億
僅顯示前 200 大持股(共 3462 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 | AAPL | Apple INC | 股票-科技 | 2.64% | -0.02% | -8.12% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.40% | — | +14.55% | |
| 3 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 2.30% | — | +77.05% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.48% | — | +4.38% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.27% | -0.30% | +74.92% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.14% | — | +0.47% | |
| 7 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.11% | — | -7.78% | |
| 8 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.08% | — | -3.41% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.07% | — | -14.12% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.05% | — | +17.43% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.96% | — | -8.67% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.94% | — | +19.59% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.88% | — | -3.11% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.87% | +0.31% | +22.83% | |
| 15 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.86% | — | +25.80% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.85% | — | +4.39% | |
| 17 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.82% | — | +3.33% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.82% | +0.14% | +0.58% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.81% | +0.05% | +3.91% | |
| 20 | UUP | Invesco Db US Dollar Index B | ETF-大型股與成長 | 0.81% | — | -1.70% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 0.80% | — | +3.98% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | — | -15.44% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.75% | -0.02% | -17.97% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.71% | — | +1.33% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.70% | — | +1.15% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.69% | — | -53.27% | |
| 27 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.62% | +0.18% | +2901.12% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.62% | +0.10% | -14.47% | |
| 29 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.62% | — | +17.36% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.61% | -0.03% | -4.30% | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.60% | — | -1.20% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.60% | — | -7.52% | |
| 33 | IOCT | Innovator Int Dev Power Buff | ETF-其他 | 0.57% | — | -1.51% | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.56% | — | -21.92% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.55% | +0.09% | +0.44% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.54% | — | -6.44% | |
| 37 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.52% | +0.25% | -6.38% | |
| 38 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.51% | — | +1.69% | |
| 39 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.48% | — | +0.13% | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.48% | — | +16.97% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.47% | — | -29.59% | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.47% | -0.16% | -17.29% | |
| 43 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.46% | — | -6.01% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.45% | — | -5.35% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.45% | — | +5.48% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.45% | — | -12.55% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.45% | -0.30% | +335.04% | |
| 48 | GSEW | Goldman Sachs Eql Wght Large | ETF-避險與商品 | 0.42% | — | +1.61% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.42% | — | -6.49% | |
| 50 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.42% | — | -63.89% |