CIK: 0001742569
申報總市值
US$4.7億
僅顯示前 200 大持股（共 512 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 | 12.52% | +0.36% | -1.75% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 9.17% | -0.45% | -3.25% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 7.95% | -0.69% | -0.29% | |
| 4 | FTXL | First Trust Nasdaq Semicondu | ETF-科技型 | 6.29% | -0.01% | -1.94% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.81% | +0.26% | -1.64% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.55% | -0.22% | +0.06% | |
| 7 | FDN | First Trust Dj Internet Ind | ETF-其他 | 5.38% | +0.02% | -1.26% | |
| 8 | FXR | First Trust Indst/producers | ETF-其他 | 5.25% | -0.36% | -1.45% | |
| 9 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 5.10% | -5.33% | EXIT | |
| 10 | AAPL | Apple INC | 股票-科技 | 5.04% | -0.25% | +4.13% | |
| 11 | FXD | First Trust Consumer Discret | ETF-其他 | 4.89% | — | -0.65% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.23% | -0.17% | -4.75% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.92% | +1.36% | -4.08% | |
| 14 | WTMF | Wisdomtree Mgd Futures Strat | ETF-其他 | 1.31% | -0.14% | -1.08% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | +0.20% | -1.39% | |
| 16 | PECO | Phillips Edison & Company In | 股票-房地產 | 0.65% | -0.13% | -14.29% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | — | +25.50% | |
| 18 | HD | Home Depot INC | 股票-循環性消費 | 0.60% | — | +0.90% | |
| 19 | UCB | United Community Banks/ga | 股票-金融 | 0.57% | -0.09% | EXIT | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | -8.11% | |
| 21 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.54% | +0.19% | +0.45% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.46% | — | +1.56% | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.42% | -0.95% | +64.07% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.40% | — | -2.73% | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.30% | — | -4.09% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.29% | — | +25.66% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.28% | — | +0.04% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.28% | — | +0.41% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.25% | — | +0.24% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.25% | -0.05% | +0.80% | |
| 31 | IHDG | Wisdomtree International Hed | ETF-其他 | 0.25% | -0.14% | -1.88% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.25% | — | -2.27% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.23% | +0.60% | NEW | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.22% | — | -19.48% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.22% | — | -5.70% | |
| 36 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.20% | -0.04% | -12.73% | |
| 37 | COP | Conocophillips | 股票-能源 | 0.19% | — | -1.63% | |
| 38 | XCEM | Columbia Em Core Ex-china | ETF-新興市場 | 0.16% | +0.06% | -2.97% | |
| 39 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.16% | — | +72.99% | |
| 40 | SHOP | Shopify INC - Class A | 股票-科技 | 0.14% | — | +1.69% | |
| 41 | PYPL | Paypal Holdings INC | 股票-金融 | 0.14% | — | -6.01% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.13% | — | +1.96% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.13% | — | +0.06% | |
| 44 | BX | Blackstone INC | 股票-金融 | 0.13% | — | -21.88% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.13% | — | +0.26% | |
| 46 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.12% | — | -3.55% | |
| 47 | MELI | Mercadolibre INC | 股票-循環性消費 | 0.12% | — | +15.20% | |
| 48 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.11% | — | +0.27% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.10% | — | +2.26% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.10% | — | -1.64% |