CIK: 0001791965
申報總市值
US$73.3億
僅顯示前 200 大持股（共 927 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 | 3.29% | — | -11.39% | |
| 2 | MPRO | Monarch Procap Index ETF | ETF-大型股與成長 | 2.57% | -0.02% | +17.05% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.30% | +0.41% | +32.14% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.20% | -0.34% | +0.91% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.80% | — | +25.97% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.75% | — | -1.11% | |
| 7 | MAMB | Monarch Ambass INC Indx ETF | ETF-其他 | 1.64% | +0.16% | +19.22% | |
| 8 | MBCE | Monarch Blue Chips Elite Ind | ETF-其他 | 1.43% | +0.02% | +14.33% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.37% | -0.02% | +3.19% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.26% | — | -11.28% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.21% | +0.08% | +11.27% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.94% | — | +34.83% | |
| 13 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.93% | +0.58% | +7379.02% | |
| 14 | BND | Vanguard Total Bond Market | ETF-其他 | 0.93% | — | +31.84% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.91% | — | -5.13% | |
| 16 | BALT | Inn Defined Wealth Shield | ETF-其他 | 0.91% | — | +1068.49% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 0.87% | -0.14% | +50.10% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.82% | — | -6.85% | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.76% | -0.23% | -14.42% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | — | +6.54% | |
| 21 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.72% | -0.46% | -18.01% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.72% | +0.20% | +1804.41% | |
| 23 | NEE | Nextera Energy INC | 股票-公用事業 | 0.69% | — | +16.29% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.68% | — | +1.02% | |
| 25 | BUFF | Innovator Laddered Allocatio | ETF-其他 | 0.66% | — | +1081.93% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.63% | — | +12.26% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.61% | — | +27.49% | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.60% | — | +29.59% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.58% | — | -5.47% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.58% | — | +8.19% | |
| 31 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.57% | — | +24.30% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | — | +4.12% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.56% | — | +36.66% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.55% | +0.14% | +3.82% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.55% | +0.10% | +15.43% | |
| 36 | PEP | Pepsico INC | 股票-非循環性消費 | 0.54% | — | +26.40% | |
| 37 | GE | General Electric | 股票-工業 | 0.53% | -0.21% | +3.32% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | +4.73% | |
| 39 | CRM | Salesforce INC | 股票-科技 | 0.52% | — | +13.38% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.51% | +0.19% | +1.69% | |
| 41 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.50% | -0.66% | +641.11% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.49% | — | +4.21% | |
| 43 | AMGN | Amgen INC | 股票-醫療保健 | 0.48% | — | +9.73% | |
| 44 | MBB | Ishares Mbs ETF | ETF-其他 | 0.47% | +0.19% | +51.13% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | +0.12% | +5.48% | |
| 46 | NFLX | Netflix INC | 股票-通訊服務 | 0.46% | — | +11.16% | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.45% | — | -2.78% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.44% | — | +16.74% | |
| 49 | FDT | First Trust Develp Mkt Ex-us | ETF-其他 | 0.43% | — | +48.40% | |
| 50 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.43% | — | +17.53% |