CIK: 0001844880
申報總市值
US$5.3億
僅顯示前 200 大持股（共 314 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 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 6.29% | +1.93% | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.01% | +0.32% | +1.96% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.68% | -0.05% | -10.47% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.67% | -0.16% | -0.95% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.64% | +0.10% | -17.37% | |
| 6 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.46% | — | +21.46% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.38% | — | -20.57% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.32% | — | -16.53% | |
| 9 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 1.25% | — | -21.68% | |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.21% | -2.23% | -2.54% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 1.18% | +0.11% | -1.09% | |
| 12 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 1.11% | — | -14.18% | |
| 13 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-其他 | 1.10% | — | -24.66% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.10% | — | -16.69% | |
| 15 | SIGI | Selective Insurance Group | 股票-金融 | 1.03% | — | -3.09% | |
| 16 | IGLD | Ft Vest Gold Strategy Target | ETF-避險與商品 | 1.02% | — | +5.62% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 0.95% | — | +4.19% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 0.95% | +0.47% | -18.09% | |
| 19 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 0.95% | — | +9.97% | |
| 20 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.93% | — | -20.15% | |
| 21 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股與成長 | 0.92% | — | -28.76% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.87% | — | -1.70% | |
| 23 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.87% | — | -3.54% | |
| 24 | PYPL | Paypal Holdings INC | 股票-金融 | 0.86% | — | -2.61% | |
| 25 | C | Citigroup INC | 股票-金融 | 0.86% | — | +614.65% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.84% | +0.06% | -0.90% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.83% | -0.89% | -9.60% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.83% | — | -11.19% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.79% | +0.66% | -2.88% | |
| 30 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.78% | — | -0.32% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.76% | — | +4.59% | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.76% | — | — | |
| 33 | ✓ | Kraneshares Tr | 股票-其他 | 0.74% | — | — | |
| 34 | CWH | Camping World Holdings Inc-a | 股票-其他 | 0.70% | — | +49.08% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | — | -3.92% | |
| 36 | HD | Home Depot INC | 股票-循環性消費 | 0.69% | — | +1.37% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.66% | +0.10% | -5.90% | |
| 38 | PEP | Pepsico INC | 股票-非循環性消費 | 0.64% | — | +7.99% | |
| 39 | USMF | Wisdomtree US Multifactor Fu | ETF-其他 | 0.62% | — | -32.48% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.61% | — | — | |
| 41 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.57% | — | -5.71% | |
| 42 | TSLA | Tesla INC | 股票-循環性消費 | 0.57% | -0.03% | -22.23% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.53% | -0.69% | EXIT | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.53% | — | -0.02% | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.52% | — | +60.49% | |
| 46 | VDE | Vanguard Energy ETF | ETF-其他 | 0.50% | — | +7.76% | |
| 47 | EELV | Invesco S&p Emerging Markets | ETF-新興市場 | 0.49% | — | — | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.49% | — | +0.02% | |
| 49 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.49% | — | -0.37% | |
| 50 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.48% | — | -25.70% |