CIK: 0001697490
申報總市值
US$43.0億
僅顯示前 200 大持股（共 968 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 | 3.53% | -0.29% | +1.92% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.86% | -0.42% | +1.67% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.71% | -0.26% | +41.78% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.31% | — | +4.82% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.08% | -1.00% | EXIT | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.74% | -0.25% | +12.34% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.62% | — | -2.33% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.55% | — | +4.82% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.45% | — | +12.79% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.40% | +0.15% | +10.45% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.31% | — | -0.33% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.26% | — | +1.29% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.25% | — | +11.40% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.22% | -0.24% | +3.70% | |
| 15 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資等級公司債 | 1.08% | — | -7.93% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.04% | +0.40% | +29.39% | |
| 17 | FLGV | Franklin U.s. Treasury Bond | ETF-政府公債 | 0.97% | — | -18.29% | |
| 18 | SSUS | Day Hagan Smart Sector ETF | ETF-其他 | 0.94% | — | +37.11% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.85% | — | +8.86% | |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.84% | — | -2.91% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.81% | — | -2.01% | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.79% | — | +0.36% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.75% | — | +17.25% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.73% | -0.17% | -0.44% | |
| 25 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.65% | — | -8.28% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.64% | — | +11.19% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.63% | — | +13.51% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | +6.91% | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.59% | +0.23% | +14.02% | |
| 30 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.57% | — | +8.50% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.55% | — | +0.90% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.55% | — | -1.08% | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.49% | — | +100.68% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.48% | — | -0.20% | |
| 35 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.47% | — | -1.37% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.47% | — | +9.51% | |
| 37 | TSLA | Tesla INC | 股票-循環性消費 | 0.46% | -0.38% | +0.03% | |
| 38 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.45% | — | +5.11% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.44% | — | +2.26% | |
| 40 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.44% | -0.29% | EXIT | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | — | +5.50% | |
| 42 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.42% | — | +465.37% | |
| 43 | XLE | Ss Energy Select Sector | ETF-其他 | 0.42% | +0.17% | -8.49% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.40% | — | +13.80% | |
| 45 | AIRR | First Trust Rba American Ind | ETF-其他 | 0.40% | -0.23% | +172.28% | |
| 46 | ABBV | Abbvie INC | 股票-醫療保健 | 0.40% | — | +4.22% | |
| 47 | WMT | Walmart INC | 股票-非循環性消費 | 0.39% | — | +2.26% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | +0.14% | +3.92% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.38% | — | +27.32% | |
| 50 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.37% | — | +4.24% |