CIK: 0001791965
申報總市值
US$73.3億
僅顯示前 200 大持股（共 944 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 | 3.04% | — | -1.31% | |
| 2 | MPRO | Monarch Procap Index ETF | ETF-大型股與成長 | 3.03% | -0.02% | +29.44% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.49% | — | +48.75% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.48% | +0.41% | +22.93% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | -0.34% | +0.45% | |
| 6 | MAMB | Monarch Ambass INC Indx ETF | ETF-其他 | 1.92% | +0.16% | +31.59% | |
| 7 | MBCE | Monarch Blue Chips Elite Ind | ETF-其他 | 1.89% | +0.02% | +40.70% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.85% | — | +6.69% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.47% | -0.02% | +13.44% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.20% | — | +0.57% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.17% | +0.08% | -0.72% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.14% | — | +40.15% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.13% | — | +39.78% | |
| 14 | BALT | Inn Defined Wealth Shield | ETF-其他 | 1.11% | — | +43.24% | |
| 15 | BUFF | Innovator Laddered Allocatio | ETF-其他 | 0.94% | — | +59.65% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.89% | +0.58% | +4.11% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 0.86% | -0.14% | +19.49% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.86% | — | +16.29% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.83% | — | +4.15% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.81% | -0.59% | +211.28% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.80% | — | +16.36% | |
| 22 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.78% | — | +186.47% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.76% | — | +32.73% | |
| 24 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.69% | -0.46% | -2.42% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.67% | -0.23% | +2.49% | |
| 26 | CRM | Salesforce INC | 股票-科技 | 0.67% | — | +18.66% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.66% | — | +28.75% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.66% | +0.20% | -0.87% | |
| 29 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.66% | — | +30.86% | |
| 30 | HD | Home Depot INC | 股票-循環性消費 | 0.64% | — | -1.21% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | — | +30.63% | |
| 32 | GE | General Electric | 股票-工業 | 0.63% | -0.21% | +24.37% | |
| 33 | NFLX | Netflix INC | 股票-通訊服務 | 0.62% | — | +27.57% | |
| 34 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.62% | -0.66% | +29.17% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | +0.10% | +20.61% | |
| 36 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.56% | — | +18.71% | |
| 37 | FTC | First Trust Large Cap Growth | ETF-大型股與成長 | 0.55% | — | +35.85% | |
| 38 | FTA | First Trust L C Val Alp | ETF-其他 | 0.54% | — | +39.21% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | — | -2.32% | |
| 40 | FDT | First Trust Develp Mkt Ex-us | ETF-其他 | 0.53% | — | +40.65% | |
| 41 | MBB | Ishares Mbs ETF | ETF-其他 | 0.50% | +0.19% | +20.87% | |
| 42 | AMGN | Amgen INC | 股票-醫療保健 | 0.50% | — | +16.78% | |
| 43 | PEP | Pepsico INC | 股票-非循環性消費 | 0.49% | — | +7.37% | |
| 44 | ABBV | Abbvie INC | 股票-醫療保健 | 0.47% | — | -2.01% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.47% | — | +4.48% | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.47% | +0.19% | +2.50% | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.45% | — | +13.18% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.44% | — | +24.46% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.42% | — | +15.19% | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.40% | — | +20.40% |