CIK: 0001845998
申報總市值
US$5.3億
僅顯示前 200 大持股（共 210 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 | IQLT | Ishares Msci International Q | ETF-其他 | 5.37% | -0.98% | +2.67% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 3.93% | -0.82% | +18.68% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.64% | -0.06% | +511.12% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.86% | -1.20% | +305.42% | |
| 5 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.61% | -0.07% | — | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.55% | — | +23.13% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.36% | -0.38% | +10.96% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.15% | -0.65% | +126.23% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.13% | +0.01% | +88.49% | |
| 10 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 2.03% | +0.19% | +2.21% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.03% | — | +13.16% | |
| 12 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.45% | — | +20.94% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.36% | -0.74% | +289.30% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.26% | — | +21.91% | |
| 15 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.20% | — | +12.49% | |
| 16 | PEP | Pepsico INC | 股票-非循環性消費 | 1.17% | — | — | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.15% | +0.01% | +86.69% | |
| 18 | ABBV | Abbvie INC | 股票-醫療保健 | 1.14% | — | — | |
| 19 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.14% | -0.08% | +304.11% | |
| 20 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 1.13% | — | +13.52% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.03% | — | — | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.00% | — | +23.50% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.99% | — | +4.15% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.94% | +0.86% | +58.15% | |
| 25 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.94% | — | +18.32% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.93% | — | +68.81% | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.84% | — | -2.01% | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.82% | — | +241.89% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.81% | — | +26.60% | |
| 30 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.78% | +0.01% | +18.20% | |
| 31 | TSLA | Tesla INC | 股票-循環性消費 | 0.77% | +0.08% | +257.22% | |
| 32 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.77% | — | — | |
| 33 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.76% | — | +42.35% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.75% | — | +30.02% | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.74% | — | -45.82% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.70% | — | +66.95% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.70% | +0.54% | — | |
| 38 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.65% | — | — | |
| 39 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.65% | — | +152.13% | |
| 40 | NEE | Nextera Energy INC | 股票-公用事業 | 0.65% | — | — | |
| 41 | FTGC | First Trust Global Tactical | ETF-其他 | 0.64% | — | +11.06% | |
| 42 | XLE | Ss Energy Select Sector | ETF-其他 | 0.64% | — | +40.70% | |
| 43 | MS | Morgan Stanley | 股票-金融 | 0.63% | +0.10% | +423.63% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.63% | — | +89.00% | |
| 45 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.63% | — | — | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.58% | — | -13.29% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | — | +68.84% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.56% | — | +184.51% | |
| 49 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.55% | — | +247.40% | |
| 50 | HCA | Hca Healthcare INC | 股票-醫療保健 | 0.54% | — | +152.83% |