CIK: 0001964722
申報總市值
US$6.4億
僅顯示前 200 大持股（共 235 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 6.87% | -2.25% | +121.09% | |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 6.54% | -0.56% | +3.43% | |
| 3 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 3.77% | -3.72% | -7.21% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.55% | — | -3.55% | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 3.18% | +0.68% | -27.00% | |
| 6 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-其他 | 2.28% | — | -0.76% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.66% | +0.02% | -40.33% | |
| 8 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.38% | — | +196.49% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.37% | — | +3.57% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.29% | — | +4.10% | |
| 11 | MSTB | Lha Market State Tactical | ETF-其他 | 1.28% | — | -43.61% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.24% | — | — | |
| 13 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 1.22% | — | +15.41% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.17% | — | — | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.16% | -1.12% | +2956.09% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.12% | — | +198.04% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.12% | -1.12% | EXIT | |
| 18 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.10% | -1.10% | EXIT | |
| 19 | GMAY | Ft Vest U.s. Equity Moderate | ETF-其他 | 1.09% | — | +5.53% | |
| 20 | ABBV | Abbvie INC | 股票-醫療保健 | 1.05% | -0.77% | +0.99% | |
| 21 | GAUG | Ft Vest US Equity Moderate B | ETF-其他 | 1.03% | — | +7.17% | |
| 22 | GFEB | Ft Vest US Equity Moderate B | ETF-其他 | 1.01% | — | +6.68% | |
| 23 | GNOV | Ft Vest US Equity Moderate B | ETF-其他 | 1.00% | — | +6.35% | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.00% | — | — | |
| 25 | NFLX | Netflix INC | 股票-通訊服務 | 0.97% | -0.86% | +736.83% | |
| 26 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.94% | -0.61% | +119.76% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.94% | +1.27% | +624.40% | |
| 28 | CAT | Caterpillar INC | 股票-工業 | 0.90% | — | +123.66% | |
| 29 | AMAT | Applied Materials INC | 股票-科技 | 0.90% | -0.58% | — | |
| 30 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股與成長 | 0.89% | — | +3.05% | |
| 31 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-其他 | 0.88% | — | +22.20% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.86% | +0.35% | +573.58% | |
| 33 | ADBE | Adobe INC | 股票-科技 | 0.86% | -0.70% | +155.46% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.83% | — | +7.71% | |
| 35 | UBER | Uber Technologies INC | 股票-工業 | 0.82% | -0.82% | EXIT | |
| 36 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.76% | +0.22% | — | |
| 37 | CORO | Ish Intl Ctry Rot Act ETF | ETF-其他 | 0.76% | — | — | |
| 38 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.75% | -0.75% | EXIT | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.71% | +0.18% | +13.15% | |
| 40 | EXEL | Exelixis INC | 股票-醫療保健 | 0.70% | -0.45% | +178.76% | |
| 41 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.70% | — | +5.05% | |
| 42 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.68% | — | -0.20% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.67% | — | -57.73% | |
| 44 | BALT | Inn Defined Wealth Shield | ETF-其他 | 0.66% | — | -1.35% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.62% | — | -71.49% | |
| 46 | CRM | Salesforce INC | 股票-科技 | 0.61% | -0.50% | +548.64% | |
| 47 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股與成長 | 0.57% | +0.21% | +47.30% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.56% | -0.56% | EXIT | |
| 49 | COPX | Global X Copper Miners ETF | ETF-其他 | 0.56% | -0.56% | EXIT | |
| 50 | LRCX | Lam Research CORP | 股票-科技 | 0.56% | — | -12.10% |