CIK: 0001762776
申報總市值
US$5.5億
僅顯示前 200 大持股（共 273 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 | 6.49% | — | +333.81% | |
| 2 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 5.69% | — | +2.30% | |
| 3 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 5.63% | — | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.36% | — | +9.74% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.83% | — | +3.23% | |
| 6 | TWLO | Twilio INC - A | 股票-科技 | 3.54% | — | +59.85% | |
| 7 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 3.08% | — | +69.09% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.78% | — | -1.63% | |
| 9 | OBDC | Blue Owl Capital CORP | 股票-金融 | 2.59% | — | +42.77% | |
| 10 | UBER | Uber Technologies INC | 股票-工業 | 2.46% | — | +0.44% | |
| 11 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 2.46% | — | +59.56% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.10% | — | +3.36% | |
| 13 | ET | Energy Transfer LP | 股票-能源 | 1.71% | — | -9.40% | |
| 14 | EPD | Enterprise Products Partners | 股票-能源 | 1.63% | — | -17.24% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.62% | — | +1.39% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.40% | — | +47.23% | |
| 17 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.32% | — | +3.52% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.16% | — | +2.93% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.11% | — | -1.55% | |
| 20 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 1.09% | — | +5.33% | |
| 21 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 1.04% | — | +2.04% | |
| 22 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.03% | — | +36.24% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.01% | — | +90.81% | |
| 24 | NBLXUSD | Noble Midstream Partners LP | 股票-其他 | 0.97% | — | -7.92% | |
| 25 | KMI | Kinder Morgan INC | 股票-能源 | 0.81% | — | -15.62% | |
| 26 | XLF | Ss Financial Select Sector | ETF-其他 | 0.76% | — | -6.96% | |
| 27 | TSLA | Tesla INC | 股票-循環性消費 | 0.72% | — | +205.29% | |
| 28 | NFLX | Netflix INC | 股票-通訊服務 | 0.71% | — | +2.52% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.70% | — | +2.04% | |
| 30 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.67% | — | +0.56% | |
| 31 | FXH | First Trust Health Care Alph | ETF-其他 | 0.63% | — | -4.05% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | — | -8.88% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.61% | — | -3.83% | |
| 34 | LOOP | Loop Industries INC | 股票-其他 | 0.59% | — | +6.73% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.59% | — | -0.59% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.59% | — | +7.01% | |
| 37 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.58% | — | — | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.55% | — | — | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.55% | — | -0.99% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.53% | — | -0.05% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.52% | — | +2.14% | |
| 42 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.52% | — | +1.37% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.50% | — | +16.24% | |
| 44 | APLT | Applied Therapeutics INC | 股票-其他 | 0.50% | — | — | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | — | -13.15% | |
| 46 | ✓ | 股票-其他 | 0.49% | — | — | ||
| 47 | WEP | Magellan Midstream Partners | 股票-其他 | 0.49% | — | -32.85% | |
| 48 | COP | Conocophillips | 股票-能源 | 0.48% | — | -13.92% | |
| 49 | BBN | Blackrock Taxable Muni Bnd | 股票-其他 | 0.48% | — | — | |
| 50 | GNL | Global Net Lease INC | 股票-房地產 | 0.47% | — | — |