CIK: 0001697490
申報總市值
US$43.0億
僅顯示前 200 大持股（共 805 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 | 4.77% | -0.29% | +0.71% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.81% | -1.00% | EXIT | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.76% | -0.42% | +81.17% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.15% | — | +2.11% | |
| 5 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.81% | — | +1.99% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.79% | — | +0.58% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.74% | -0.25% | +0.02% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.70% | +0.15% | +3.16% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.61% | — | -3.69% | |
| 10 | FTC | First Trust Large Cap Growth | ETF-大型股與成長 | 1.51% | — | +222.03% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.49% | — | +7.18% | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.23% | — | +3.09% | |
| 13 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.09% | — | +4109.42% | |
| 14 | FRI | First Trust S&p Reit Index F | ETF-大型股與成長 | 1.08% | — | — | |
| 15 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股與成長 | 1.06% | — | — | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.96% | -0.24% | +3.32% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.93% | — | +17.02% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.80% | — | -6.13% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.79% | — | +10.89% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.74% | — | +2.33% | |
| 21 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.71% | — | +11.89% | |
| 22 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.70% | — | -0.18% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.70% | — | +0.06% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.66% | — | -15.90% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.65% | — | +26.70% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.63% | -0.17% | +3.15% | |
| 27 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.62% | — | +1.49% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.61% | — | +3.12% | |
| 29 | TSLA | Tesla INC | 股票-循環性消費 | 0.60% | -0.38% | +5.12% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.56% | — | -7.21% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.55% | — | +15.37% | |
| 32 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.53% | — | -0.84% | |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.51% | — | -4.78% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | -8.66% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.49% | — | -8.15% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.48% | — | +2.29% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.46% | — | +31.84% | |
| 38 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.45% | — | -64.13% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.44% | — | -5.07% | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.43% | — | +2.19% | |
| 41 | ABBV | Abbvie INC | 股票-醫療保健 | 0.42% | — | +1.22% | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.41% | — | +4.04% | |
| 43 | FXL | First Trust Technology Alpha | ETF-科技型 | 0.41% | — | +17.49% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | — | +4.19% | |
| 45 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 0.40% | — | +1.30% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.40% | — | +1.25% | |
| 47 | HD | Home Depot INC | 股票-循環性消費 | 0.38% | — | +1.01% | |
| 48 | HFRO | Highland Opport & Income | 股票-其他 | 0.38% | — | -2.45% | |
| 49 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.37% | — | +5.51% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.37% | — | -0.56% |