CIK: 0001844880
申報總市值
US$5.3億
僅顯示前 200 大持股（共 280 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 | CAOS | Alpha Architect Tail Risk | ETF-其他 | 27.87% | +2.98% | +0.67% | |
| 2 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 5.91% | +1.93% | +24.21% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.45% | +0.47% | -17.98% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.30% | +0.66% | +8.20% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.10% | +0.32% | -6.99% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 2.36% | -2.23% | +30.27% | |
| 7 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 2.32% | -2.36% | +19.05% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.66% | +0.10% | -3.36% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 1.54% | +0.20% | +1.40% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.43% | -0.16% | -4.62% | |
| 11 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 1.39% | -1.18% | -4.57% | |
| 12 | WTV | Wisdomtree U.s. Value Fund | ETF-其他 | 1.15% | -1.22% | EXIT | |
| 13 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.08% | -0.83% | +16.21% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.07% | +0.10% | -0.41% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.01% | +0.11% | -1.20% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.99% | — | +6.38% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.97% | -0.89% | -15.39% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.89% | -0.70% | +8.03% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.78% | -0.69% | EXIT | |
| 20 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.77% | — | -9.32% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.73% | — | +3.43% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.73% | +0.06% | -0.26% | |
| 23 | MTGP | Wisdomtree Mtge Plus Bond | ETF-其他 | 0.68% | -0.66% | EXIT | |
| 24 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.66% | -0.10% | EXIT | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | -0.46% | |
| 26 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.63% | — | +60.45% | |
| 27 | NFLX | Netflix INC | 股票-通訊服務 | 0.58% | — | -23.94% | |
| 28 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.55% | -0.59% | EXIT | |
| 29 | LCOW | Pacer Sp 500 Q Fcf Arstcrts | ETF-其他 | 0.55% | -0.62% | EXIT | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.55% | — | +0.73% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.54% | — | -0.27% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.54% | +0.06% | +1.09% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.53% | — | -0.92% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.51% | -0.50% | +3.69% | |
| 35 | IGLD | Ft Vest Gold Strategy Target | ETF-避險與商品 | 0.49% | — | +0.67% | |
| 36 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.46% | -0.41% | EXIT | |
| 37 | ICOW | Pacer Developed Markets Inte | ETF-其他 | 0.43% | -0.46% | EXIT | |
| 38 | FSIG | Ft LTD Duration Inv Grade | ETF-其他 | 0.43% | — | +2.17% | |
| 39 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.42% | — | +261.77% | |
| 40 | GCOW | Pacer Global Cash Cows Divid | ETF-其他 | 0.42% | -0.47% | EXIT | |
| 41 | AMD | Advanced Micro Devices | 股票-科技 | 0.41% | — | +6.00% | |
| 42 | SIGI | Selective Insurance Group | 股票-金融 | 0.41% | — | — | |
| 43 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.39% | — | -0.46% | |
| 44 | BX | Blackstone INC | 股票-金融 | 0.37% | -0.10% | +3.16% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.35% | — | -21.15% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.34% | -0.21% | +307.18% | |
| 47 | TSLA | Tesla INC | 股票-循環性消費 | 0.33% | -0.03% | -4.93% | |
| 48 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.33% | — | — | |
| 49 | EPI | Wisdomtree India Earnings | ETF-其他 | 0.33% | -0.31% | EXIT | |
| 50 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 0.33% | -0.41% | +4.60% |