CIK: 0001729299
申報總市值
US$14.6億
僅顯示前 200 大持股（共 262 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 | 10.46% | -0.55% | -3.80% | |
| 2 | AAPL | Apple INC | 股票-科技 | 7.04% | -0.85% | -3.34% | |
| 3 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 3.92% | — | +6.70% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.00% | — | +5.10% | |
| 5 | TSLA | Tesla INC | 股票-循環性消費 | 2.77% | -0.58% | +5.64% | |
| 6 | FTCS | First Trust Capital Strength | ETF-其他 | 2.37% | — | +135.27% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.33% | — | +3.87% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | -0.45% | +0.75% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.97% | -0.02% | +13.34% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.78% | — | +0.06% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.54% | — | -14.77% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.46% | — | -0.42% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.29% | — | +68.61% | |
| 14 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 1.28% | — | +0.69% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.25% | — | +0.06% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.23% | — | — | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 1.17% | +0.30% | +2.79% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.17% | -0.29% | +4.81% | |
| 19 | CDC | Victoryshares US Eq Income E | ETF-其他 | 1.15% | — | -18.51% | |
| 20 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.07% | — | +9.47% | |
| 21 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 1.07% | — | — | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.99% | — | +19.52% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | +0.05% | +1.26% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.95% | — | +11.38% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.95% | — | — | |
| 26 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.92% | — | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.90% | +0.06% | -2.44% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.82% | -0.21% | -1.71% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.80% | — | -0.12% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.77% | +0.03% | +23.03% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.73% | — | +36.59% | |
| 32 | T | At&t INC | 股票-通訊服務 | 0.73% | — | +0.15% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.71% | — | +1.40% | |
| 34 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.70% | — | +7.36% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.64% | — | +31.48% | |
| 36 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.63% | — | -35.28% | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.61% | — | +7.19% | |
| 38 | BA | Boeing Co/the | 股票-工業 | 0.59% | — | +106.52% | |
| 39 | IP | International Paper Co | 股票-循環性消費 | 0.58% | — | — | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.57% | — | +3.49% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.56% | — | +20.16% | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.55% | — | -0.02% | |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.55% | — | +3.94% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | — | -1.13% | |
| 45 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.54% | — | +8.06% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.51% | -0.11% | -0.13% | |
| 47 | HD | Home Depot INC | 股票-循環性消費 | 0.50% | — | -3.28% | |
| 48 | PEP | Pepsico INC | 股票-非循環性消費 | 0.50% | — | +0.44% | |
| 49 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.50% | — | — | |
| 50 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.49% | — | +0.40% |