CIK: 0001791965
申報總市值
US$73.3億
僅顯示前 200 大持股（共 569 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 | 4.20% | — | +2.20% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.55% | — | +83.89% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.16% | -0.34% | +4.96% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.94% | — | +14.87% | |
| 5 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.58% | +0.08% | +63.05% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.13% | +0.41% | +125.61% | |
| 7 | SH1USD | Proshares Short S&p500 | ETF-其他 | 1.70% | — | +683.42% | |
| 8 | HD | Home Depot INC | 股票-循環性消費 | 1.39% | — | +2.62% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.20% | — | +4.13% | |
| 10 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 1.13% | — | +28.46% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | — | -0.69% | |
| 12 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.95% | — | +81.24% | |
| 13 | AMGN | Amgen INC | 股票-醫療保健 | 0.94% | — | -4.73% | |
| 14 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.90% | — | -10.44% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.88% | +0.19% | +17.42% | |
| 16 | NEE | Nextera Energy INC | 股票-公用事業 | 0.86% | — | -0.23% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 0.82% | — | -0.83% | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.82% | +0.58% | -24.70% | |
| 19 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.78% | — | +0.53% | |
| 20 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.77% | — | +96.58% | |
| 21 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.77% | — | +7.16% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.76% | — | +1.99% | |
| 23 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.73% | — | -30.83% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.72% | — | +49.49% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.71% | -0.23% | -17.92% | |
| 26 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.71% | — | -25.88% | |
| 27 | PEP | Pepsico INC | 股票-非循環性消費 | 0.65% | — | +6.60% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.63% | — | +2.47% | |
| 29 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.63% | — | +7.86% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.62% | — | +2.09% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.60% | — | +7.61% | |
| 32 | PYPL | Paypal Holdings INC | 股票-金融 | 0.60% | — | +13.74% | |
| 33 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.59% | — | -7.97% | |
| 34 | AIT | Applied Industrial Tech INC | 股票-工業 | 0.58% | — | — | |
| 35 | ADI | Analog Devices INC | 股票-科技 | 0.58% | — | +3.29% | |
| 36 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.56% | — | +7.51% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工業 | 0.55% | — | +2.61% | |
| 38 | T | At&t INC | 股票-通訊服務 | 0.54% | — | +27.88% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.54% | -0.14% | +32.82% | |
| 40 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.52% | — | +13.63% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | — | +9.04% | |
| 42 | CCI | Crown Castle INC | 股票-房地產 | 0.50% | — | -2.02% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.14% | +2.21% | |
| 44 | BLKCHF | Blackrock INC | 股票-其他 | 0.49% | — | +1.95% | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.48% | — | +9.74% | |
| 46 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.48% | — | +17.43% | |
| 47 | ES | Eversource Energy | 股票-公用事業 | 0.47% | — | -2.67% | |
| 48 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.47% | — | +0.46% | |
| 49 | MDT | Medtronic plc | 股票-醫療保健 | 0.46% | — | -7.61% | |
| 50 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.46% | — | +10.80% |