CIK: 0001913043
申報總市值
US$14.5億
僅顯示前 200 大持股（共 359 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 | ATO | Atmos Energy CORP | 股票-公用事業 | 9.05% | -1.35% | -2.58% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.27% | +0.21% | +0.59% | |
| 3 | FDN | First Trust Dj Internet Ind | ETF-其他 | 2.08% | — | -2.28% | |
| 4 | FXR | First Trust Indst/producers | ETF-其他 | 2.08% | — | +7.14% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 2.08% | — | +0.18% | |
| 6 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 2.03% | +1.34% | +14.78% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.94% | -0.40% | -0.37% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.87% | — | +8.45% | |
| 9 | KR | Kroger Co | 股票-非循環性消費 | 1.83% | -0.32% | -0.30% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.81% | — | +0.11% | |
| 11 | FXO | First Trust Financial Alphad | ETF-其他 | 1.78% | — | +1554.48% | |
| 12 | FXU | First Trust Utilities Alphad | ETF-其他 | 1.73% | — | — | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | -0.27% | +1.05% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.50% | — | +6.09% | |
| 15 | SGI | Somnigroup International INC | 股票-循環性消費 | 1.25% | -0.51% | +0.08% | |
| 16 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 1.19% | — | +6.23% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.18% | +0.02% | +1.28% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.10% | +0.17% | +2.28% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.02% | — | +0.88% | |
| 20 | LRCX | Lam Research CORP | 股票-科技 | 1.02% | +0.97% | +7.57% | |
| 21 | NFLX | Netflix INC | 股票-通訊服務 | 0.90% | — | +92.73% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | — | +2.80% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.87% | — | +13.99% | |
| 24 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.85% | — | +3.01% | |
| 25 | FISV | Fiserv INC | 股票-其他 | 0.82% | — | -0.09% | |
| 26 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.82% | — | +235.64% | |
| 27 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 0.78% | — | — | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | -0.79% | EXIT | |
| 29 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.71% | — | +0.85% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.69% | — | +4.43% | |
| 31 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.68% | — | +82.68% | |
| 32 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.62% | — | +6.27% | |
| 33 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.60% | — | +4.72% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.58% | — | -1.27% | |
| 35 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 0.57% | — | +8.64% | |
| 36 | ZTS | Zoetis INC | 股票-醫療保健 | 0.57% | — | +12.99% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.56% | — | +4.38% | |
| 38 | MUSA | Murphy USA INC | 股票-循環性消費 | 0.53% | — | +6.71% | |
| 39 | KLAC | Kla CORP | 股票-科技 | 0.51% | +0.38% | +10.23% | |
| 40 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.51% | — | -39.12% | |
| 41 | DKS | Dick's Sporting Goods INC | 股票-循環性消費 | 0.50% | — | +9.52% | |
| 42 | URI | United Rentals INC | 股票-工業 | 0.48% | — | +0.69% | |
| 43 | FSMB | First Trust Short Dur Manag | ETF-其他 | 0.48% | — | -12.50% | |
| 44 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.47% | — | +9.82% | |
| 45 | AN | Autonation INC | 股票-循環性消費 | 0.47% | — | +4.71% | |
| 46 | JBBB | Janus Henderson B-bbb Clo Et | ETF-其他 | 0.46% | — | +272.64% | |
| 47 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-其他 | 0.46% | — | +18.90% | |
| 48 | AMAT | Applied Materials INC | 股票-科技 | 0.44% | +0.23% | -1.83% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.44% | +0.07% | -1.10% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.43% | — | -3.36% |