CIK: 0001762776
申報總市值
US$5.5億
僅顯示前 200 大持股（共 369 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 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 5.93% | — | +2.54% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.81% | — | -2.69% | |
| 3 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 4.59% | — | -0.06% | |
| 4 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 3.94% | — | +0.01% | |
| 5 | TWLO | Twilio INC - A | 股票-科技 | 3.84% | — | -2.82% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.74% | — | -0.35% | |
| 7 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 3.34% | — | +66.91% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.43% | — | +4.38% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.30% | — | -12.48% | |
| 10 | OBDC | Blue Owl Capital CORP | 股票-金融 | 2.12% | — | +4.74% | |
| 11 | UBER | Uber Technologies INC | 股票-工業 | 2.05% | — | -9.63% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.73% | — | +1.33% | |
| 13 | ET | Energy Transfer LP | 股票-能源 | 1.65% | — | -0.28% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.64% | — | +101.63% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.61% | — | +16.02% | |
| 16 | EPD | Enterprise Products Partners | 股票-能源 | 1.52% | — | -1.79% | |
| 17 | XLF | Ss Financial Select Sector | ETF-其他 | 1.37% | — | +30.33% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.30% | — | -0.61% | |
| 19 | NBLXUSD | Noble Midstream Partners LP | 股票-其他 | 1.25% | — | +0.98% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.20% | — | +7.82% | |
| 21 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.18% | — | +6.71% | |
| 22 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 1.13% | — | +29.02% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.98% | — | +28.44% | |
| 24 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.88% | — | -2.23% | |
| 25 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.81% | — | -19.49% | |
| 26 | KMI | Kinder Morgan INC | 股票-能源 | 0.75% | — | -4.67% | |
| 27 | TSLA | Tesla INC | 股票-循環性消費 | 0.72% | — | -18.96% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | — | -4.58% | |
| 29 | PD | Pagerduty INC | 股票-其他 | 0.67% | — | — | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.67% | — | -22.76% | |
| 31 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 0.65% | — | — | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.62% | — | +1.33% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.61% | — | +9.71% | |
| 34 | FXH | First Trust Health Care Alph | ETF-其他 | 0.59% | — | +9.59% | |
| 35 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 0.57% | — | +100.79% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.55% | — | +8.33% | |
| 37 | NFLX | Netflix INC | 股票-通訊服務 | 0.55% | — | +1.93% | |
| 38 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.54% | — | +18.12% | |
| 39 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 0.54% | — | -0.81% | |
| 40 | COP | Conocophillips | 股票-能源 | 0.53% | — | +0.34% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.53% | — | +16.83% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | — | -6.97% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.48% | — | +3.87% | |
| 44 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.47% | — | — | |
| 45 | VFH | Vanguard Financials ETF | ETF-其他 | 0.46% | — | +24.76% | |
| 46 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.45% | — | -2.34% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.44% | — | +2.46% | |
| 48 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.44% | — | — | |
| 49 | WEP | Magellan Midstream Partners | 股票-其他 | 0.42% | — | +0.53% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.42% | — | — |