CIK: 0001689013
申報總市值
US$7.9億
僅顯示前 200 大持股（共 257 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 | BND | Vanguard Total Bond Market | ETF-其他 | 5.04% | — | +7.26% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.97% | -0.33% | +5.54% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 4.49% | +0.61% | +5.53% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.73% | — | +4.81% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.64% | -0.41% | +23.96% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.53% | — | +26.63% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.22% | -0.39% | +2.43% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 2.01% | — | +6.28% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.70% | -0.22% | +3.24% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.66% | — | +4.21% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.60% | +0.13% | +2.28% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.60% | -0.36% | +34.79% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.53% | -0.32% | +8.14% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.50% | — | +4.98% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.46% | +1.04% | +8.57% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.36% | — | +6.14% | |
| 17 | JUCY | Aptus Enhanced Yield ETF | ETF-其他 | 1.36% | — | -39.13% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.31% | -0.23% | -1.06% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.03% | — | -18.77% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.96% | — | +5.84% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.88% | — | +3.27% | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.87% | — | +9.24% | |
| 23 | HIGH | Simplify Enhanced Income ETF | ETF-其他 | 0.86% | — | — | |
| 24 | TSLA | Tesla INC | 股票-循環性消費 | 0.78% | -0.17% | +26.61% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | — | -2.93% | |
| 26 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 0.72% | — | +32.10% | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.66% | -0.18% | -5.46% | |
| 28 | WMT | Walmart INC | 股票-非循環性消費 | 0.64% | -0.14% | +331.81% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.64% | — | -9.00% | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.62% | — | -13.85% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.61% | — | +7.51% | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.60% | — | +10.88% | |
| 33 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.59% | — | +334.29% | |
| 34 | NFLX | Netflix INC | 股票-通訊服務 | 0.58% | — | +210.38% | |
| 35 | TFC | Truist Financial CORP | 股票-金融 | 0.55% | — | -5.11% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.54% | — | +36.77% | |
| 37 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.52% | -0.14% | EXIT | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | — | +95.68% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.50% | — | +6.29% | |
| 40 | HD | Home Depot INC | 股票-循環性消費 | 0.49% | — | +7.56% | |
| 41 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.48% | — | +25.74% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.48% | — | +6.26% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.48% | -0.14% | EXIT | |
| 44 | QCOM | Qualcomm INC | 股票-科技 | 0.46% | — | +28.03% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.46% | — | +73.51% | |
| 46 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.45% | — | — | |
| 47 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.45% | — | +9.44% | |
| 48 | KR | Kroger Co | 股票-非循環性消費 | 0.45% | — | -5.72% | |
| 49 | AMAT | Applied Materials INC | 股票-科技 | 0.45% | — | +0.44% | |
| 50 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.45% | -0.17% | +245.35% |