CIK: 0001641866
申報總市值
US$55.4億
僅顯示前 200 大持股（共 4899 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% | +5.85% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.26% | +0.04% | +44.23% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.45% | — | +6.55% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.42% | -0.02% | +65.83% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 1.39% | -0.03% | +0.31% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.35% | — | +116.45% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | — | +14.83% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.33% | +0.31% | +3.80% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.30% | — | +15.64% | |
| 10 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.04% | -0.28% | +0.95% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.99% | +0.14% | -3.73% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.99% | +0.10% | +9.10% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.94% | -0.30% | +282.17% | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.81% | — | -1.45% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.80% | — | -4.20% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.79% | +0.05% | -1.51% | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.78% | — | -1.97% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.77% | +0.09% | +1.65% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.69% | — | -1.15% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.62% | — | -14.55% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.59% | — | +26.78% | |
| 22 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.58% | +0.10% | +288.94% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | +0.77% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.56% | — | +4.94% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.56% | +0.11% | -0.61% | |
| 26 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.55% | — | -0.48% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.53% | +0.25% | +34.28% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.53% | — | -0.58% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.52% | — | +0.01% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.51% | +0.02% | +12.09% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.51% | — | -17.08% | |
| 32 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.49% | +0.05% | -3.81% | |
| 33 | GFI | Gold Fields Ltd-spons Adr | 股票-原物料 | 0.48% | — | +7457.41% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.48% | — | +0.80% | |
| 35 | AU | AngloGold Ashanti plc | 股票-原物料 | 0.47% | -0.29% | +4107533.33% | |
| 36 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.47% | +0.03% | +7.22% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.47% | +0.22% | +14.30% | |
| 38 | FNV | Franco-nevada CORP | 股票-原物料 | 0.46% | — | +66.27% | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.44% | -0.16% | -5.85% | |
| 40 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.44% | +0.03% | +0.93% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.44% | +0.09% | +3.69% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.43% | — | +20.56% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.43% | — | +15.78% | |
| 44 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.43% | — | -12.38% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.42% | — | +41.81% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | — | +18.47% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | — | -2.74% | |
| 48 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.41% | -0.29% | +2.42% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.41% | — | -1.34% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.41% | — | +57.68% |