CIK: 0001912202
申報總市值
US$13.8億
僅顯示前 200 大持股（共 332 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 | JNJ | Johnson & Johnson | 股票-醫療保健 | 7.52% | +0.49% | +1.28% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 6.67% | -0.44% | -7.70% | |
| 3 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 4.44% | -0.76% | -4.05% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 4.16% | -0.39% | -4.97% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 3.73% | -0.11% | -1.40% | |
| 6 | AFRM | Affirm Holdings INC | 股票-金融 | 3.52% | -1.91% | +0.00% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.09% | -0.24% | -7.17% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.00% | -0.26% | +7.82% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.83% | +0.30% | -5.26% | |
| 10 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 2.07% | -0.25% | +2450.49% | |
| 11 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-其他 | 1.98% | -1.71% | +1.43% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.84% | — | +47.39% | |
| 13 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.67% | -0.40% | +6.03% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.64% | -0.30% | +1.57% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.57% | +0.15% | +25.38% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.55% | +0.50% | -2.92% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.35% | — | -6.94% | |
| 18 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 1.24% | +0.51% | -14.10% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.12% | +0.09% | +3.46% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.06% | — | +685.61% | |
| 21 | BLKCHF | Blackrock INC | 股票-其他 | 0.91% | — | +388.33% | |
| 22 | SBAC | Sba Communications CORP | 股票-房地產 | 0.86% | — | -0.21% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.81% | -0.11% | +1.82% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | — | +28.30% | |
| 25 | CEMB | Ishares Jp Morgan Em Corpora | ETF-其他 | 0.75% | +0.39% | +6.01% | |
| 26 | GCC | Wisdomtree Enhanced Commodit | ETF-其他 | 0.74% | — | +4.06% | |
| 27 | QHY | Wisdomtree US High Yield Cor | ETF-非投資等級債 | 0.71% | — | +2.95% | |
| 28 | IXJ | Ishares Global Healthcare Et | ETF-其他 | 0.70% | -0.23% | — | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.69% | — | — | |
| 30 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 0.62% | -0.11% | — | |
| 31 | ✓ | Ecarx Holdings INC | 股票-其他 | 0.59% | — | — | |
| 32 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 0.58% | — | +1.50% | |
| 33 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.57% | — | +9.35% | |
| 34 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.53% | — | -1.36% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.51% | — | -22.47% | |
| 36 | FLCH | Franklin Ftse China ETF | ETF-新興市場 | 0.48% | -0.16% | +19.27% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.48% | — | +8.15% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.48% | — | +6.48% | |
| 39 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.48% | -0.48% | EXIT | |
| 40 | EMR | Emerson Electric Co | 股票-工業 | 0.47% | +0.13% | +0.10% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.46% | -0.11% | +2.40% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | +0.10% | +4.83% | |
| 43 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.44% | — | +11.45% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.41% | — | +0.01% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.41% | — | +12.17% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.38% | — | +0.35% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.36% | — | +4.13% | |
| 48 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.36% | — | +3.01% | |
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.36% | — | +95.84% | |
| 50 | LEMB | Ishares Jp Morgan Em Local C | ETF-其他 | 0.36% | +0.51% | +0.60% |