CIK: 0001844880
申報總市值
US$5.3億
僅顯示前 200 大持股（共 283 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 | 6.40% | +0.32% | -1.03% | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.94% | +0.10% | -4.03% | |
| 3 | TSLA | Tesla INC | 股票-循環性消費 | 2.00% | -0.03% | +202.42% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.87% | -0.05% | +0.10% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.84% | -0.16% | +3.02% | |
| 6 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.74% | — | +0.92% | |
| 7 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 1.62% | — | +1.75% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.59% | — | +4.59% | |
| 9 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.58% | — | +0.92% | |
| 10 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-其他 | 1.48% | — | +1.49% | |
| 11 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 1.46% | — | +0.33% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 1.35% | +0.11% | +0.73% | |
| 13 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.35% | — | +115.84% | |
| 14 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股與成長 | 1.34% | — | +2.15% | |
| 15 | FTLS | First Trust Long/short Eqty | ETF-其他 | 1.27% | — | +0.40% | |
| 16 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.25% | -2.23% | -0.06% | |
| 17 | PYPL | Paypal Holdings INC | 股票-金融 | 1.15% | — | -0.01% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.11% | +0.47% | -7.93% | |
| 19 | SIGI | Selective Insurance Group | 股票-金融 | 1.09% | — | — | |
| 20 | IGLD | Ft Vest Gold Strategy Target | ETF-避險與商品 | 1.02% | — | — | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.01% | — | -1.80% | |
| 22 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 1.00% | — | -6.75% | |
| 23 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 0.95% | — | +9.77% | |
| 24 | USMF | Wisdomtree US Multifactor Fu | ETF-其他 | 0.95% | — | +2.47% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 0.91% | — | +1.61% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.89% | -0.89% | -0.51% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.89% | +0.06% | -0.93% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.86% | — | +6.12% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.86% | +0.66% | +0.39% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.80% | +0.10% | -1.91% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.75% | — | -0.33% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.68% | — | +0.08% | |
| 33 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.68% | -0.59% | EXIT | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.67% | — | +0.87% | |
| 35 | HD | Home Depot INC | 股票-循環性消費 | 0.66% | — | +1.54% | |
| 36 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.65% | — | — | |
| 37 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.65% | — | -2.49% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.63% | -0.69% | EXIT | |
| 39 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.63% | — | +2.44% | |
| 40 | CWH | Camping World Holdings Inc-a | 股票-其他 | 0.61% | — | +14.84% | |
| 41 | PEP | Pepsico INC | 股票-非循環性消費 | 0.60% | — | -2.56% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.59% | — | -26.44% | |
| 43 | BX | Blackstone INC | 股票-金融 | 0.56% | -0.10% | -2.15% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.53% | — | -1.10% | |
| 45 | ADP | Automatic Data Processing | 股票-科技 | 0.52% | — | — | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.52% | — | -1.76% | |
| 47 | WMT | Walmart INC | 股票-非循環性消費 | 0.51% | — | +1.78% | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.49% | — | +0.01% | |
| 49 | HERO | Global X Video Games& Esport | ETF-其他 | 0.46% | — | +1.40% | |
| 50 | ✓ | Axs Short Innovation | 股票-其他 | 0.46% | — | — |