CIK: 0001729299
申報總市值
US$14.6億
僅顯示前 200 大持股（共 347 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 | 10.55% | -0.55% | +3.60% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 5.45% | +0.63% | -24.00% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.05% | -0.85% | +4.65% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.82% | -0.29% | +2.73% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.58% | — | +47.94% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | -0.45% | +8.56% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.69% | — | +42.46% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.53% | — | +39.16% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.98% | — | -0.05% | |
| 10 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 1.90% | — | +5.22% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.83% | — | +10.96% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.57% | — | — | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 1.52% | — | -2.56% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.51% | -0.32% | — | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.34% | -0.02% | -1.50% | |
| 16 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 1.04% | — | +0.60% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.03% | +0.03% | +24.02% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 1.03% | +0.30% | -0.71% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.95% | -0.21% | +0.18% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.91% | +0.06% | +32.17% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.86% | — | -3.14% | |
| 22 | BND | Vanguard Total Bond Market | ETF-其他 | 0.84% | — | +2.09% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.83% | +0.15% | +8.75% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.80% | — | +3.49% | |
| 25 | XLE | Ss Energy Select Sector | ETF-其他 | 0.79% | — | +1.33% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.78% | — | +3.64% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.76% | — | +3.97% | |
| 28 | TSLA | Tesla INC | 股票-循環性消費 | 0.67% | -0.58% | +5.28% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.63% | — | +0.90% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | — | +10.94% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.60% | — | +12.97% | |
| 32 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.59% | — | +4.29% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.58% | — | +2.95% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.58% | — | +4.12% | |
| 35 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.58% | -0.61% | +11.46% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | +0.05% | -0.16% | |
| 37 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.54% | — | +38.35% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.54% | — | -5.01% | |
| 39 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.52% | +0.15% | +11.60% | |
| 40 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.51% | — | +5.25% | |
| 41 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.51% | — | +2.70% | |
| 42 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.50% | — | +145.65% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.49% | — | +12.39% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.49% | — | +2.17% | |
| 45 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 0.46% | — | +0.35% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.45% | — | -3.10% | |
| 47 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.45% | — | — | |
| 48 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.44% | — | +2.73% | |
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.44% | — | +11.28% | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.43% | — | +3.79% |