CIK: 0001697490
申報總市值
US$43.0億
僅顯示前 200 大持股（共 951 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 | 3.85% | -0.29% | +3.73% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.65% | -0.42% | +7.94% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.59% | -1.00% | EXIT | |
| 4 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.30% | -0.26% | +294.60% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.24% | — | +277.27% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.64% | — | +41.92% | |
| 7 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資等級公司債 | 1.59% | — | +192.46% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.52% | -0.25% | +3.76% | |
| 9 | FLGV | Franklin U.s. Treasury Bond | ETF-政府公債 | 1.48% | — | +218.11% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.39% | +0.15% | -44.52% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.37% | — | +2.11% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.37% | — | -2.71% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.24% | — | +8.30% | |
| 14 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.17% | — | -2.49% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.13% | — | +3557.95% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.95% | -0.24% | +4.91% | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.93% | — | -2.16% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.91% | +0.40% | +26.48% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.90% | — | +57.17% | |
| 20 | ULST | Ss Ultra Short Tm Bond ETF | ETF-其他 | 0.89% | — | — | |
| 21 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.86% | — | -41.49% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.86% | — | +13.62% | |
| 23 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.80% | — | +168.82% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.66% | -0.17% | -4.54% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.65% | — | +2.73% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.64% | — | +3.44% | |
| 27 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.62% | — | +2.27% | |
| 28 | SSUS | Day Hagan Smart Sector ETF | ETF-其他 | 0.61% | — | +5.91% | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.60% | +0.23% | +271.28% | |
| 30 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.58% | — | +1.11% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | -1.81% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.54% | — | +21.34% | |
| 33 | XLE | Ss Energy Select Sector | ETF-其他 | 0.54% | +0.17% | -3.02% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.51% | +0.09% | +51.60% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.51% | — | -1.26% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.50% | — | +2.98% | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.50% | — | +2.96% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.49% | — | +7.43% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.48% | — | +3.10% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.46% | — | +6.71% | |
| 41 | ABBV | Abbvie INC | 股票-醫療保健 | 0.46% | — | +0.50% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.45% | — | +15.71% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.44% | — | +6.79% | |
| 44 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.43% | — | -61.53% | |
| 45 | BA | Boeing Co/the | 股票-工業 | 0.42% | — | +1.72% | |
| 46 | XLF | Ss Financial Select Sector | ETF-其他 | 0.42% | -0.12% | +54.41% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.40% | — | +11.45% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | +0.14% | +0.43% | |
| 49 | TSLA | Tesla INC | 股票-循環性消費 | 0.40% | -0.38% | +19.82% | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.39% | — | +13.48% |