CIK: 0001849348
申報總市值
US$6.5億
僅顯示前 200 大持股（共 322 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 | 6.79% | -0.03% | -4.22% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.44% | -0.46% | +22.81% | |
| 3 | DJUL | Ft Vest US Equity Deep Buffe | ETF-其他 | 2.84% | — | +656.80% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.31% | -0.19% | -0.28% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.13% | -0.08% | +1.27% | |
| 6 | SKYY | First Trust Cloud Computing | ETF-其他 | 1.85% | -0.42% | -2.87% | |
| 7 | TSLA | Tesla INC | 股票-循環性消費 | 1.70% | -0.14% | +17.00% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.51% | -0.17% | +24.54% | |
| 9 | MA | Mastercard INC - A | 股票-金融 | 1.35% | — | +5.81% | |
| 10 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 1.28% | — | — | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.26% | -0.20% | +30.06% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.26% | -0.08% | +2.33% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.18% | — | -1.32% | |
| 14 | EDOW | First Trust Dow 30 Eql Wght | ETF-其他 | 1.17% | — | -31.58% | |
| 15 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.17% | — | +21.69% | |
| 16 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-其他 | 1.03% | — | -48.61% | |
| 17 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.97% | -0.05% | +37.31% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.96% | +0.11% | — | |
| 19 | BA | Boeing Co/the | 股票-工業 | 0.94% | -0.08% | +1.13% | |
| 20 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.93% | — | +484.29% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.92% | — | +2.39% | |
| 22 | SEIX | Virtus Seix Senior Loan ETF | ETF-其他 | 0.80% | +0.07% | — | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.79% | -0.19% | +37.23% | |
| 24 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-科技型 | 0.76% | — | +696.82% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.76% | — | — | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | — | +62.52% | |
| 27 | CAT | Caterpillar INC | 股票-工業 | 0.73% | +0.07% | -6.99% | |
| 28 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.72% | +0.12% | -10.09% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.71% | +0.07% | +43.18% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.71% | -0.15% | +15.50% | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.69% | — | -4.90% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.66% | — | +2.05% | |
| 33 | FTCS | First Trust Capital Strength | ETF-其他 | 0.64% | — | +1.60% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.63% | -0.08% | +48.77% | |
| 35 | ELD | Wisdomtree Emrg Mkts Debt | ETF-其他 | 0.61% | — | — | |
| 36 | WMT | Walmart INC | 股票-非循環性消費 | 0.60% | — | +2.86% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.10% | +5.57% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.57% | — | -0.15% | |
| 39 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 0.57% | — | — | |
| 40 | MUC | Blackrock Munihold Ca Qlty | 股票-其他 | 0.57% | — | +0.01% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.56% | — | +1.56% | |
| 42 | PFFD | Global X US Preferred ETF | ETF-其他 | 0.56% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | — | +9.43% | |
| 44 | HD | Home Depot INC | 股票-循環性消費 | 0.54% | — | -2.48% | |
| 45 | NAC | Nuveen Ca Qlty Muni INC | 股票-其他 | 0.51% | — | +33.57% | |
| 46 | T | At&t INC | 股票-通訊服務 | 0.50% | — | +94.48% | |
| 47 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.50% | — | +58.25% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.49% | — | -1.61% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.49% | — | +121.53% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | — | +28.04% |