CIK: 0001818604
申報總市值
US$16.7億
僅顯示前 200 大持股（共 389 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 | 9.07% | -0.28% | +125.63% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.46% | +0.12% | -29.69% | |
| 3 | UPS | United Parcel Service-cl B | 股票-工業 | 4.06% | — | +1.26% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.17% | +0.02% | -28.71% | |
| 5 | PFF | Ishares Preferred & Income S | ETF-其他 | 2.97% | -0.11% | — | |
| 6 | RZV | Invesco S&p Smallcap 600 Pur | ETF-其他 | 2.49% | — | -14.63% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.12% | — | — | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.12% | -0.20% | -7.73% | |
| 9 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 1.61% | — | — | |
| 10 | T | At&t INC | 股票-通訊服務 | 1.48% | — | +1.66% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.43% | -0.06% | -1.97% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.19% | — | — | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.12% | +0.02% | -38.67% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.11% | +0.11% | — | |
| 15 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.07% | — | — | |
| 16 | VFH | Vanguard Financials ETF | ETF-其他 | 1.06% | — | — | |
| 17 | PYPL | Paypal Holdings INC | 股票-金融 | 0.96% | — | +52.56% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.92% | +0.28% | +2.11% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.91% | — | -48.33% | |
| 20 | FXU | First Trust Utilities Alphad | ETF-其他 | 0.87% | — | +0.16% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.85% | — | -7.90% | |
| 22 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-科技型 | 0.81% | — | -4.13% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.78% | — | -6.00% | |
| 24 | ✓ | Pacer Fds Tr | 股票-其他 | 0.76% | — | — | |
| 25 | FTCS | First Trust Capital Strength | ETF-其他 | 0.76% | — | +20.78% | |
| 26 | BND | Vanguard Total Bond Market | ETF-其他 | 0.73% | — | -18.64% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 0.73% | — | -3.74% | |
| 28 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.65% | — | -2.00% | |
| 29 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.60% | — | — | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.57% | — | -9.03% | |
| 31 | ARCC | Ares Capital CORP | 股票-金融 | 0.56% | — | -12.65% | |
| 32 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-其他 | 0.55% | — | +0.83% | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.53% | — | -6.60% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.52% | — | -2.14% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | +0.10% | -10.25% | |
| 36 | TSLA | Tesla INC | 股票-循環性消費 | 0.49% | +0.05% | +616.48% | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.48% | — | -68.87% | |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.46% | — | -4.31% | |
| 39 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.44% | — | -41.23% | |
| 40 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.44% | — | -6.75% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.43% | — | -1.94% | |
| 42 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.42% | — | +5.10% | |
| 43 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.42% | — | +8.99% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.42% | — | +2.37% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.42% | — | -1.07% | |
| 46 | DIAL | Columbia Divers Fix INC ETF | ETF-其他 | 0.41% | — | -11.28% | |
| 47 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.40% | — | — | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.40% | +0.04% | +29.97% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | — | -20.93% | |
| 50 | C | Citigroup INC | 股票-金融 | 0.40% | — | -2.78% |