CIK: 0001660177
申報總市值
US$19.1億
僅顯示前 200 大持股（共 655 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.05% | -0.44% | +3.21% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.21% | -0.52% | +0.34% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.79% | -0.18% | -2.73% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.12% | — | -0.68% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.95% | -0.33% | +2.53% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | -0.45% | +0.56% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.43% | -0.09% | +17.36% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.32% | -0.35% | -3.38% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.28% | — | -8.26% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.26% | -0.26% | +2.10% | |
| 11 | AGNT | Agnt INC | 股票-其他 | 1.25% | — | +0.02% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.13% | -0.41% | -4.48% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.05% | — | +100.63% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.97% | -0.61% | -6.31% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.97% | — | +0.11% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.86% | -0.04% | -28.67% | |
| 17 | CAT | Caterpillar INC | 股票-工業 | 0.78% | +0.43% | -24.29% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | — | -1.82% | |
| 19 | TSLA | Tesla INC | 股票-循環性消費 | 0.72% | -0.17% | +0.53% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.71% | -0.29% | -1.45% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.70% | — | +2.39% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.68% | — | +62.78% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.65% | — | +0.66% | |
| 24 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.64% | — | +2675.15% | |
| 25 | AVO | Mission Produce INC | 股票-其他 | 0.64% | — | -7.58% | |
| 26 | URI | United Rentals INC | 股票-工業 | 0.63% | — | +28.25% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.63% | — | +3.12% | |
| 28 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.63% | -0.47% | +0.38% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.62% | +1.53% | -69.95% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.61% | — | -9.22% | |
| 31 | PANW | Palo Alto Networks INC | 股票-科技 | 0.61% | — | -21.33% | |
| 32 | HD | Home Depot INC | 股票-循環性消費 | 0.58% | — | -2.42% | |
| 33 | SUB | Ishares Short-term National | ETF-其他 | 0.58% | — | -10.54% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.57% | -0.17% | -6.08% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | +56.64% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.56% | — | +11.97% | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.55% | -0.13% | -42.43% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.55% | +0.38% | -9.16% | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.54% | -0.60% | EXIT | |
| 40 | BX | Blackstone INC | 股票-金融 | 0.54% | -0.33% | -2.28% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.53% | -0.25% | +46.71% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.53% | — | +1.81% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.52% | — | -9.50% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.48% | — | +7.68% | |
| 45 | QLTA | Ishares Aaa - A Rated Corpor | ETF-其他 | 0.48% | — | -0.90% | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.48% | -0.15% | +43.96% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.47% | -0.24% | +8.08% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.45% | -0.12% | +3.64% | |
| 49 | AMGN | Amgen INC | 股票-醫療保健 | 0.45% | — | +102.18% | |
| 50 | BND | Vanguard Total Bond Market | ETF-其他 | 0.45% | -0.31% | +55.92% |