CIK: 0001849348
申報總市值
US$6.5億
僅顯示前 200 大持股（共 306 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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 5.46% | -0.46% | +0.48% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.83% | -0.03% | -11.72% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 3.82% | -0.03% | +44.59% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.83% | -0.20% | +1.29% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.37% | -0.19% | +1.29% | |
| 6 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 2.26% | — | +10.60% | |
| 7 | DJUL | Ft Vest US Equity Deep Buffe | ETF-其他 | 1.92% | — | +1.65% | |
| 8 | MARM | Ftvestus Max Buff ETF March | ETF-其他 | 1.81% | — | -1.17% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.77% | -0.08% | -4.32% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.66% | — | +33.36% | |
| 11 | SKYY | First Trust Cloud Computing | ETF-其他 | 1.66% | -0.42% | -5.73% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.57% | — | +9.47% | |
| 13 | SEIX | Virtus Seix Senior Loan ETF | ETF-其他 | 1.50% | +0.07% | +6.13% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.47% | +0.11% | +2.05% | |
| 15 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 1.46% | — | +20.23% | |
| 16 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.35% | — | +69.86% | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.34% | -0.17% | -1.35% | |
| 18 | TSLA | Tesla INC | 股票-循環性消費 | 1.18% | -0.14% | -0.93% | |
| 19 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.13% | -0.05% | +2.48% | |
| 20 | FMAR | Ft Vest US Equity Buffer ETF | ETF-其他 | 1.05% | — | +5.33% | |
| 21 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-其他 | 1.03% | — | +8.54% | |
| 22 | TRMK | Trustmark CORP | 股票-其他 | 1.02% | — | — | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.01% | -0.08% | -0.18% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.99% | -0.19% | -1.59% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.98% | — | +3.70% | |
| 26 | EELV | Invesco S&p Emerging Markets | ETF-新興市場 | 0.97% | — | +14.88% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.88% | — | +0.30% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.85% | -0.06% | +12.68% | |
| 29 | EDOW | First Trust Dow 30 Eql Wght | ETF-其他 | 0.85% | — | -7.27% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.83% | — | -8.11% | |
| 31 | GSST | Goldman Sachs Ultra Short Bo | ETF-避險與商品 | 0.83% | — | +12.95% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.82% | — | -0.59% | |
| 33 | NAC | Nuveen Ca Qlty Muni INC | 股票-其他 | 0.72% | — | +23.38% | |
| 34 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-科技型 | 0.67% | — | +0.77% | |
| 35 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.66% | — | +26.07% | |
| 36 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.65% | — | +21.64% | |
| 37 | CAT | Caterpillar INC | 股票-工業 | 0.65% | +0.07% | -9.81% | |
| 38 | QWLD | State Street Spdr Msci World | ETF-其他 | 0.63% | — | +11.62% | |
| 39 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.62% | — | +14.38% | |
| 40 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.60% | — | +15.74% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.57% | -0.15% | -1.81% | |
| 42 | BA | Boeing Co/the | 股票-工業 | 0.57% | -0.08% | -1.97% | |
| 43 | AVGO | Broadcom INC | 股票-科技 | 0.56% | — | +881.79% | |
| 44 | ELD | Wisdomtree Emrg Mkts Debt | ETF-其他 | 0.56% | — | +19.75% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | — | -0.23% | |
| 46 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.54% | — | +4.06% | |
| 47 | HD | Home Depot INC | 股票-循環性消費 | 0.54% | — | -0.26% | |
| 48 | MUC | Blackrock Munihold Ca Qlty | 股票-其他 | 0.51% | — | +0.00% | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.50% | — | -0.74% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.50% | -0.08% | -0.87% |