CIK: 0001791965
申報總市值
US$73.3億
僅顯示前 200 大持股(共 1082 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 | MPRO | Monarch Procap Index ETF | ETF-大型股與成長 | 3.09% | -0.02% | +9.65% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.81% | — | +9.50% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.69% | — | -0.04% | |
| 4 | MBCE | Monarch Blue Chips Elite Ind | ETF-其他 | 2.28% | +0.02% | +7.05% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.27% | -0.02% | +0.14% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.02% | +0.41% | -2.87% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.90% | -0.34% | +0.90% | |
| 8 | MAMB | Monarch Ambass INC Indx ETF | ETF-其他 | 1.90% | +0.16% | +13.87% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.87% | — | +10.04% | |
| 10 | MSSS | Monarch Select Subsec In ETF | ETF-其他 | 1.27% | — | -2.52% | |
| 11 | ORCL | Oracle CORP | 股票-科技 | 1.24% | -0.14% | +4.16% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 1.21% | — | +25.17% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.18% | — | +21.30% | |
| 14 | MVFG | Monarch Vf Glb Uncon ETF | ETF-其他 | 1.16% | +0.15% | +5.59% | |
| 15 | BALT | Inn Defined Wealth Shield | ETF-其他 | 1.07% | — | +669.56% | |
| 16 | MVFD | Monarch Vol Fact Dvd Ti ETF | ETF-其他 | 1.04% | +0.13% | +15.12% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.02% | — | +3.50% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.02% | — | +4.69% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.98% | +0.10% | +34.38% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.95% | -0.59% | +6.26% | |
| 21 | GE | General Electric | 股票-工業 | 0.84% | -0.21% | +11.77% | |
| 22 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.83% | +0.08% | -15.18% | |
| 23 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.82% | — | +19.13% | |
| 24 | NFLX | Netflix INC | 股票-通訊服務 | 0.79% | — | +9.40% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | — | +11.08% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.77% | — | -5.64% | |
| 27 | CRM | Salesforce INC | 股票-科技 | 0.76% | — | +13.41% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.73% | -0.66% | +1894.84% | |
| 29 | MDPL | Monarch Dividend Plus Index | ETF-大型股與成長 | 0.73% | — | -1.21% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.72% | — | +10.82% | |
| 31 | AMT | American Tower CORP | 股票-房地產 | 0.70% | — | +5.10% | |
| 32 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.69% | -0.46% | +132.63% | |
| 33 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.64% | — | +56.69% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.59% | — | +24.86% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.57% | -0.23% | +82.52% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | +49.87% | |
| 37 | XLB | Ss Materials Select Sector | ETF-其他 | 0.57% | -0.44% | +2384.28% | |
| 38 | HD | Home Depot INC | 股票-循環性消費 | 0.55% | — | -0.81% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | — | +2.46% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.52% | — | +35.91% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.52% | — | +3.61% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.51% | — | +4.75% | |
| 43 | BUFF | Innovator Laddered Allocatio | ETF-其他 | 0.50% | — | -64.34% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.50% | — | +6.61% | |
| 45 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.49% | — | +48.02% | |
| 46 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.49% | — | +45.65% | |
| 47 | FTC | First Trust Large Cap Growth | ETF-大型股與成長 | 0.43% | — | -13.52% | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.43% | — | -3.29% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.41% | — | +15.71% | |
| 50 | FTA | First Trust L C Val Alp | ETF-其他 | 0.41% | — | -12.90% |