CIK: 0001697490
申報總市值
US$43.0億
僅顯示前 200 大持股（共 1078 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 | 3.72% | -0.29% | -22.15% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.87% | -0.42% | -34.86% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.71% | -0.26% | -12.35% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.31% | -0.24% | -14.90% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.90% | — | +7.91% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.80% | +0.40% | +6.24% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.75% | -1.00% | EXIT | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.64% | -0.25% | -12.55% | |
| 9 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.57% | — | +4.38% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.43% | +0.15% | -5.34% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.39% | — | -18.58% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.38% | — | -0.39% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.24% | — | +3.85% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.20% | — | -21.34% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.12% | — | -45.96% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.98% | — | +12.13% | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.92% | — | -4.73% | |
| 18 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 0.82% | — | +23.34% | |
| 19 | HYDB | Ishares High Yield Systemati | ETF-非投資等級債 | 0.79% | — | — | |
| 20 | SSUS | Day Hagan Smart Sector ETF | ETF-其他 | 0.77% | — | -32.92% | |
| 21 | FTA | First Trust L C Val Alp | ETF-其他 | 0.74% | — | +457.58% | |
| 22 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.73% | -0.29% | EXIT | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | — | -26.93% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.73% | — | -5.66% | |
| 25 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.72% | — | +0.05% | |
| 26 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.68% | — | +6.52% | |
| 27 | AIRR | First Trust Rba American Ind | ETF-其他 | 0.62% | -0.23% | +97.46% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.58% | — | +2.36% | |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.58% | — | +10.14% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.57% | — | +0.71% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | — | -28.14% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.56% | +0.23% | -47.95% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | -12.83% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.54% | — | -25.02% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.53% | -0.17% | -10.56% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.53% | — | -3.83% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.52% | — | -12.84% | |
| 38 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.52% | +0.26% | +278.99% | |
| 39 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.50% | +0.24% | +22.36% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.50% | — | +28.78% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.47% | +0.13% | -23.95% | |
| 42 | AVGO | Broadcom INC | 股票-科技 | 0.47% | — | -11.71% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.45% | — | +153.94% | |
| 44 | WMT | Walmart INC | 股票-非循環性消費 | 0.45% | — | -8.81% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.45% | — | -5.80% | |
| 46 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.45% | — | -4.76% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.45% | — | -18.37% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | — | -15.92% | |
| 49 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.44% | — | -20.42% | |
| 50 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.44% | — | +364.59% |