CIK: 0001729299
申報總市值
US$14.6億
僅顯示前 200 大持股（共 220 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.57% | -0.55% | +113.27% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.96% | -0.85% | +7.45% | |
| 3 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 4.86% | — | +0.03% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.18% | — | +15.80% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 2.08% | — | +1.60% | |
| 6 | CDC | Victoryshares US Eq Income E | ETF-其他 | 2.05% | — | +1.53% | |
| 7 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 1.96% | — | +0.05% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.82% | — | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.76% | — | +6.60% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.76% | -0.45% | +30.63% | |
| 11 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 1.43% | — | +8.95% | |
| 12 | FVC | First Trust Dorsey Wright Dy | ETF-其他 | 1.41% | — | -2.93% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.36% | +0.05% | +25.47% | |
| 14 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.33% | — | -3.40% | |
| 15 | INTC | Intel CORP | 股票-科技 | 1.29% | — | +20.16% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.27% | — | -3.75% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.26% | — | -0.36% | |
| 18 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.18% | — | +0.73% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.17% | -0.02% | +8.87% | |
| 20 | PDP | Invesco Dorsey Wright Moment | ETF-其他 | 1.14% | — | -7.32% | |
| 21 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 1.13% | — | +0.24% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.12% | +0.15% | +21.51% | |
| 23 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.10% | — | +14.99% | |
| 24 | T | At&t INC | 股票-通訊服務 | 1.07% | — | +13.98% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.04% | — | -0.21% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | -0.29% | +9.06% | |
| 27 | IDV | Ishares International Select | ETF-其他 | 1.03% | — | -6.88% | |
| 28 | FSICUSD | Fs Kkr Capital CORP | 股票-其他 | 1.02% | — | -7.55% | |
| 29 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 1.02% | — | -5.94% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.98% | — | +15.29% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.97% | — | +6.70% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.97% | — | +1.94% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.94% | — | +3.63% | |
| 34 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.92% | — | -4.09% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.83% | -0.21% | +23.91% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.79% | — | +28.77% | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.78% | — | +1.40% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.78% | — | -3.07% | |
| 39 | PEP | Pepsico INC | 股票-非循環性消費 | 0.72% | — | +64.29% | |
| 40 | INTF | Ishares International Equity | ETF-其他 | 0.69% | — | +12.22% | |
| 41 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.64% | — | +5.40% | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.64% | -0.11% | +35.04% | |
| 43 | FDT | First Trust Develp Mkt Ex-us | ETF-其他 | 0.63% | — | -1.30% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | — | +4.61% | |
| 45 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.61% | — | +39.13% | |
| 46 | BA | Boeing Co/the | 股票-工業 | 0.59% | — | +10.41% | |
| 47 | HD | Home Depot INC | 股票-循環性消費 | 0.59% | — | +29.44% | |
| 48 | IP | International Paper Co | 股票-循環性消費 | 0.55% | — | -0.52% | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.54% | — | +4.68% | |
| 50 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.54% | — | +0.83% |