CIK: 0001738560
申報總市值
US$2.0億
僅顯示前 200 大持股（共 273 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 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 8.61% | -1.45% | -2.18% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 8.51% | +1.39% | -0.44% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 5.54% | +0.45% | -2.40% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 5.32% | — | +3.09% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.27% | -0.67% | +38.24% | |
| 6 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 4.15% | — | -3.88% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-其他 | 3.15% | -0.04% | -1.96% | |
| 8 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 2.86% | +0.28% | +1.40% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.58% | -0.81% | — | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.44% | -1.01% | -0.71% | |
| 11 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 2.13% | -0.51% | +3.64% | |
| 12 | ACI | Albertsons Cos INC - Class A | 股票-非循環性消費 | 1.86% | +0.31% | NEW | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.71% | — | +3.60% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.64% | +0.32% | +3.05% | |
| 15 | HTLFEUR | Heartland Financial USA INC | 股票-其他 | 1.59% | — | -24.32% | |
| 16 | KR | Kroger Co | 股票-非循環性消費 | 1.58% | — | +11.72% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.41% | — | -6.50% | |
| 18 | IVOL | Quadratic Int Rte Vol Infl H | ETF-其他 | 1.39% | — | +5397.60% | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.23% | — | +69.02% | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.13% | — | — | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.12% | — | -9.35% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.10% | — | -12.02% | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.08% | — | +4.74% | |
| 24 | SO | Southern Co/the | 股票-公用事業 | 1.05% | — | +4.14% | |
| 25 | PSX | Phillips 66 | 股票-能源 | 0.97% | — | -10.69% | |
| 26 | BA | Boeing Co/the | 股票-工業 | 0.97% | — | +50000.00% | |
| 27 | CI | THE Cigna Group | 股票-醫療保健 | 0.92% | — | -37.16% | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.91% | — | -1.83% | |
| 29 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.81% | — | — | |
| 30 | SYY | Sysco CORP | 股票-非循環性消費 | 0.76% | +0.25% | NEW | |
| 31 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.75% | -0.77% | EXIT | |
| 32 | COP | Conocophillips | 股票-能源 | 0.73% | +0.25% | -12.65% | |
| 33 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-其他 | 0.71% | — | +3.66% | |
| 34 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 0.71% | — | -3.17% | |
| 35 | PRU | Prudential Financial INC | 股票-金融 | 0.68% | — | +0.53% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.64% | — | -9.03% | |
| 37 | T | At&t INC | 股票-通訊服務 | 0.64% | — | +9.59% | |
| 38 | FTNT | Fortinet INC | 股票-科技 | 0.63% | — | — | |
| 39 | FCOR | Fidelity Corporate Bond ETF | ETF-投資等級公司債 | 0.56% | — | +4.55% | |
| 40 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.56% | — | -0.42% | |
| 41 | LHX | L3harris Technologies INC | 股票-工業 | 0.48% | — | — | |
| 42 | HD | Home Depot INC | 股票-循環性消費 | 0.48% | — | -16.47% | |
| 43 | PPL | Ppl CORP | 股票-公用事業 | 0.48% | — | +14.72% | |
| 44 | CAH | Cardinal Health INC | 股票-醫療保健 | 0.47% | — | — | |
| 45 | AES | Aes CORP | 股票-公用事業 | 0.45% | — | -3.63% | |
| 46 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.44% | — | +24.36% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.44% | — | -19.00% | |
| 48 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.42% | +0.28% | -1.86% | |
| 49 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.41% | — | -20.34% | |
| 50 | RTX | Rtx CORP | 股票-工業 | 0.39% | — | -6.99% |