CIK: 0001801720
申報總市值
US$5.6億
僅顯示前 200 大持股（共 1459 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 | 4.61% | — | -1.38% | |
| 2 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 3.73% | +0.04% | +0.21% | |
| 3 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-其他 | 3.43% | — | +4.62% | |
| 4 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 3.10% | +0.06% | +0.01% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.88% | +0.19% | +10.85% | |
| 6 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 2.85% | +0.03% | +7.80% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.65% | -0.56% | -3.17% | |
| 8 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 2.57% | — | +0.62% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.68% | +0.12% | -3.52% | |
| 10 | FICS | Ft International Dev Cap Str | ETF-其他 | 1.66% | — | +5.01% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.61% | — | -0.35% | |
| 12 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.59% | — | -1.34% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.56% | — | -0.97% | |
| 14 | FPEI | First Trust Institutional Pr | ETF-其他 | 1.50% | — | +4.22% | |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.43% | — | +3.83% | |
| 16 | JIG | Jpmorgan International Growt | ETF-其他 | 1.39% | — | +1.15% | |
| 17 | BSMR | Invesco Bulletshares 2027 Mb | ETF-其他 | 1.24% | +0.11% | +0.23% | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.23% | — | -1.22% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 1.22% | -0.15% | -0.68% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.11% | -9.17% | |
| 21 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.18% | — | -0.99% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.18% | -0.13% | +4.34% | |
| 23 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 1.01% | +0.03% | -2.74% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | +0.38% | -0.38% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.00% | — | -5.25% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.91% | -0.11% | -1.86% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.82% | — | +2.27% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.81% | +0.23% | -3.57% | |
| 29 | BSMS | Invesco Bulletshares 2028 Mb | ETF-其他 | 0.77% | -0.28% | +1.59% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.77% | -0.08% | +1.29% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.76% | -0.13% | +80.88% | |
| 32 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.73% | -0.12% | -1.84% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.72% | — | -0.86% | |
| 34 | DWM | Wisdomtree International Equ | ETF-其他 | 0.68% | +0.03% | +3.55% | |
| 35 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.63% | — | -0.62% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.63% | +0.18% | — | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.58% | -0.06% | -0.09% | |
| 38 | ADP | Automatic Data Processing | 股票-科技 | 0.57% | -0.10% | -0.05% | |
| 39 | CI | THE Cigna Group | 股票-醫療保健 | 0.56% | — | -2.73% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.53% | — | +9.24% | |
| 41 | BSMT | Invesco Bulletshares 2029 Mb | ETF-其他 | 0.51% | — | +2.45% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.49% | — | +0.05% | |
| 43 | BSMU | Invesco Bulletshares 2030 Mb | ETF-其他 | 0.48% | -0.07% | +0.35% | |
| 44 | BSMV | Invesco Bulletshares 2031 Mb | ETF-其他 | 0.47% | -0.09% | — | |
| 45 | VUG | Vanguard Growth ETF | ETF-其他 | 0.47% | — | +15.81% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.46% | -0.08% | +0.02% | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.45% | — | +0.37% | |
| 48 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-其他 | 0.45% | +0.27% | -2.03% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | +4.93% | |
| 50 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.42% | +0.06% | +3.24% |