CIK: 0001742569
申報總市值
US$4.7億
僅顯示前 200 大持股（共 521 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 12.60% | +0.36% | +0.15% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 9.91% | -0.45% | +1.50% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 7.96% | -0.69% | +1.77% | |
| 4 | FTXL | First Trust Nasdaq Semicondu | ETF-科技型 | 6.04% | -0.01% | +1.66% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.77% | +0.26% | +2.83% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.65% | -0.22% | -1.69% | |
| 7 | FXR | First Trust Indst/producers | ETF-其他 | 5.28% | -0.36% | +2.90% | |
| 8 | AAPL | Apple INC | 股票-科技 | 5.28% | -0.25% | +0.38% | |
| 9 | FDN | First Trust Dj Internet Ind | ETF-其他 | 5.01% | +0.02% | +3247.19% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.72% | -0.17% | +3.27% | |
| 11 | FTXG | First Trust Nasdaq Food & Be | ETF-科技型 | 4.67% | — | +4.50% | |
| 12 | FXO | First Trust Financial Alphad | ETF-其他 | 4.26% | -0.97% | +6.53% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.04% | +1.36% | +8.04% | |
| 14 | WTMF | Wisdomtree Mgd Futures Strat | ETF-其他 | 1.38% | -0.14% | +2.65% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | +0.20% | +2.92% | |
| 16 | UCB | United Community Banks/ga | 股票-金融 | 0.82% | -0.09% | EXIT | |
| 17 | PECO | Phillips Edison & Company In | 股票-房地產 | 0.80% | -0.13% | -10.93% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | — | +88.61% | |
| 19 | HD | Home Depot INC | 股票-循環性消費 | 0.55% | — | +3.21% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.50% | — | -4.29% | |
| 21 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.44% | +0.19% | +10.13% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.35% | — | +10.95% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.34% | — | +20.04% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.29% | — | +45.85% | |
| 25 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.29% | -0.04% | -9.42% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.28% | — | +26.70% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.27% | -0.05% | -5.69% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.27% | — | +13.49% | |
| 29 | IHDG | Wisdomtree International Hed | ETF-其他 | 0.27% | -0.14% | +57.95% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.26% | -0.95% | +1.22% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.25% | — | +20.24% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.25% | — | +6.81% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.24% | — | -11.75% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.23% | — | -8.51% | |
| 35 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.20% | -5.33% | EXIT | |
| 36 | COP | Conocophillips | 股票-能源 | 0.19% | — | +12.45% | |
| 37 | FXD | First Trust Consumer Discret | ETF-其他 | 0.18% | — | — | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.18% | +0.60% | NEW | |
| 39 | XCEM | Columbia Em Core Ex-china | ETF-新興市場 | 0.18% | +0.06% | -2.31% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.17% | — | — | |
| 41 | PYPL | Paypal Holdings INC | 股票-金融 | 0.15% | — | +115.47% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.14% | — | +27.11% | |
| 43 | PKST | Peakstone Realty Trust | 股票-其他 | 0.14% | — | — | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.13% | — | -2.95% | |
| 45 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.13% | — | -1.37% | |
| 46 | XLF | Ss Financial Select Sector | ETF-其他 | 0.13% | +0.09% | — | |
| 47 | SHOP | Shopify INC - Class A | 股票-科技 | 0.12% | — | -3.13% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.12% | — | +41.86% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.12% | — | — | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.11% | — | +3.33% |