CIK: 0001843581
申報總市值
US$1.1億
僅顯示前 200 大持股（共 225 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 9.75% | -2.17% | -6.69% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 8.29% | -2.99% | -2.55% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-其他 | 6.33% | -1.75% | +14.49% | |
| 4 | JIVE | JPM Interntl Value ETF | ETF-其他 | 4.94% | -0.87% | +4.06% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.72% | — | -1.16% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 4.36% | -0.80% | +6.83% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.31% | -0.99% | +8.31% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.29% | -0.71% | +5.00% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.15% | — | -2.66% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.03% | +1.82% | NEW | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.79% | +1.34% | NEW | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 2.51% | — | +10.20% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 2.17% | +1.22% | +2.53% | |
| 14 | AAPL | Apple INC | 股票-科技 | 2.13% | +3.69% | -2.73% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.13% | -0.63% | +6.95% | |
| 16 | BOTZ | Global X Robotics & Artifici | ETF-其他 | 2.07% | — | +181.72% | |
| 17 | AIQ | Global X Art Intel & Tech | ETF-科技型 | 1.82% | +1.01% | NEW | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.80% | -0.29% | +5.33% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.49% | -0.17% | +5.34% | |
| 20 | FSK | Fs Kkr Capital CORP | 股票-金融 | 1.40% | — | -27.19% | |
| 21 | TSLA | Tesla INC | 股票-循環性消費 | 0.98% | — | +16.70% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.79% | +0.91% | +2.47% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.78% | +1.60% | -0.97% | |
| 24 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.75% | — | +12.36% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.75% | — | +2.89% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.74% | — | +0.30% | |
| 27 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.64% | — | -0.71% | |
| 28 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.61% | — | +9.09% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.60% | — | +9.17% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.58% | -0.02% | +2.83% | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.58% | +1.69% | +2.51% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.55% | -0.46% | +3.26% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | — | +0.41% | |
| 34 | OZ | Belpointe Prep Llc- Class A | 股票-其他 | 0.52% | — | -0.32% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.50% | — | +2.01% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.49% | -1.99% | +49.61% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.45% | — | -5.61% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.43% | — | +0.85% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.41% | -0.55% | -0.12% | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.37% | — | +9.05% | |
| 41 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.36% | — | -3.34% | |
| 42 | BHC | Bausch Health Cos INC | 股票-醫療保健 | 0.31% | — | — | |
| 43 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.31% | — | +6.35% | |
| 44 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.30% | — | +27.44% | |
| 45 | VFH | Vanguard Financials ETF | ETF-其他 | 0.30% | — | +39.22% | |
| 46 | ETHA | Ishares Ethereum Trust ETF | ETF-其他 | 0.29% | — | +21.46% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | +0.05% | -2.56% | |
| 48 | BCAT | Blackrock Capital Alloc Tr | 股票-其他 | 0.28% | — | +60.88% | |
| 49 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.27% | — | +13.84% | |
| 50 | ROBO | Robo Global Robotics And Aut | ETF-其他 | 0.26% | -0.52% | EXIT |