CIK: 0001910383
申報總市值
US$4.0億
僅顯示前 200 大持股（共 275 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 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 9.86% | -0.16% | -1.63% | |
| 2 | DFAI | Dimensional International Co | ETF-其他 | 7.77% | -0.12% | -1.19% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 7.31% | -0.33% | +21.40% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 6.94% | -0.03% | +6.48% | |
| 5 | CCNR | Alps Corecommodity Ntrl Res | ETF-避險與商品 | 3.74% | +0.56% | -3.22% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 3.64% | -0.34% | -0.09% | |
| 7 | DEW | Wisdomtree Global High Divid | ETF-其他 | 3.64% | — | +1.40% | |
| 8 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 2.74% | -2.61% | +0.73% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.53% | -0.05% | +3.48% | |
| 10 | RSPF | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.18% | -0.25% | +1.62% | |
| 11 | LRCXEUR | Lam Research CORP | 股票-科技 | 2.05% | -0.88% | -3.65% | |
| 12 | PH | Parker Hannifin CORP | 股票-工業 | 1.93% | -0.31% | -0.32% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.92% | -0.20% | -18.58% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.84% | -0.23% | +15.17% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.83% | +0.06% | -4.91% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.81% | -0.04% | +2.88% | |
| 17 | T | At&t INC | 股票-通訊服務 | 1.69% | +0.15% | +22.29% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 1.66% | -0.49% | +2.85% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | +0.01% | +9.92% | |
| 20 | DIVI | Franklin International Core | ETF-其他 | 1.63% | +0.08% | — | |
| 21 | HD | Home Depot INC | 股票-循環性消費 | 1.62% | -0.02% | +18.39% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.58% | +0.05% | +4.62% | |
| 23 | SMIG | Bahl & Gaynor S/m INC Growth | ETF-其他 | 1.51% | — | +5.11% | |
| 24 | ETN | Eaton Corporation plc | 股票-工業 | 1.51% | +0.21% | +9.50% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.40% | -0.24% | -12.70% | |
| 26 | PGR | Progressive CORP | 股票-金融 | 1.25% | -0.16% | +31.42% | |
| 27 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 1.25% | — | +1.17% | |
| 28 | IBP | Installed Building Products | 股票-循環性消費 | 1.20% | — | +14.19% | |
| 29 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 1.19% | -0.03% | -10.65% | |
| 30 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.16% | +0.07% | +8.92% | |
| 31 | FITB | Fifth Third Bancorp | 股票-金融 | 1.16% | +0.01% | +4.02% | |
| 32 | CRM | Salesforce INC | 股票-科技 | 1.15% | -1.13% | +4.31% | |
| 33 | AMGN | Amgen INC | 股票-醫療保健 | 1.11% | +0.07% | -10.62% | |
| 34 | AEP | American Electric Power | 股票-公用事業 | 1.11% | +0.13% | -5.53% | |
| 35 | KR | Kroger Co | 股票-非循環性消費 | 1.07% | +0.12% | +2.89% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 1.07% | +0.23% | +5.07% | |
| 37 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.01% | +0.25% | +0.92% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.00% | -0.14% | -8.43% | |
| 39 | RPM | Rpm International INC | 股票-原物料 | 0.96% | +0.16% | +7.41% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.91% | +0.09% | -4.23% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.83% | -0.12% | -4.74% | |
| 42 | PJP | Invesco Pharmaceuticals ETF | ETF-其他 | 0.61% | — | +0.43% | |
| 43 | MEDP | Medpace Holdings INC | 股票-醫療保健 | 0.60% | -0.07% | -1.28% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.54% | — | +0.53% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.51% | +0.03% | -0.64% | |
| 46 | SHYM | Ishares Short Duration High | ETF-其他 | 0.41% | -0.08% | -3.65% | |
| 47 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.37% | +0.03% | -23.71% | |
| 48 | HYD | Vaneck High Yield Muni ETF | ETF-非投資等級債 | 0.34% | -0.07% | -11.97% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.33% | — | -3.78% | |
| 50 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.26% | +0.02% | -23.40% |