CIK: 0001770994
申報總市值
US$8.4億
僅顯示前 200 大持股（共 206 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 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 7.56% | +0.11% | +12.39% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 6.23% | +0.13% | +1.43% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.69% | -0.39% | +9.06% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 3.54% | +0.22% | +21.77% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.45% | -0.61% | +0.16% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.54% | — | -0.75% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.82% | -0.70% | +4.61% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.73% | +0.06% | -0.47% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.53% | — | +0.03% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.50% | — | -25.43% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.49% | — | +7.62% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.48% | -0.39% | -0.09% | |
| 13 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.46% | +0.23% | -15.94% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.40% | -0.25% | -0.59% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.37% | — | +138.93% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.23% | — | +4.26% | |
| 17 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.10% | — | -65.16% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.05% | — | -0.62% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.02% | — | +42.65% | |
| 20 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.92% | — | +5.51% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.92% | — | -0.99% | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 0.90% | — | +6.20% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.89% | — | -2.90% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.84% | — | +2.96% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.80% | -0.28% | +9.09% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.80% | — | +6.15% | |
| 27 | MBB | Ishares Mbs ETF | ETF-其他 | 0.78% | — | -1.83% | |
| 28 | RS | Reliance INC | 股票-原物料 | 0.78% | — | -2.23% | |
| 29 | COR | Cencora INC | 股票-醫療保健 | 0.77% | — | -3.19% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.77% | — | +1.25% | |
| 31 | DGX | Quest Diagnostics INC | 股票-醫療保健 | 0.76% | +0.08% | +2.55% | |
| 32 | MS | Morgan Stanley | 股票-金融 | 0.72% | — | +1.84% | |
| 33 | EMLP | First Trust North American E | ETF-其他 | 0.72% | — | +0.52% | |
| 34 | A | Agilent Technologies INC | 股票-醫療保健 | 0.69% | — | +1.85% | |
| 35 | CMI | Cummins INC | 股票-工業 | 0.68% | -0.19% | +2.23% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.68% | — | -1.36% | |
| 37 | WMT | Walmart INC | 股票-非循環性消費 | 0.67% | +0.14% | +0.33% | |
| 38 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.66% | — | +0.91% | |
| 39 | HUBB | Hubbell INC | 股票-工業 | 0.65% | +0.08% | -1.00% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | -0.08% | +4.33% | |
| 41 | EMR | Emerson Electric Co | 股票-工業 | 0.63% | -0.16% | +2.04% | |
| 42 | MOS | Mosaic Co/the | 股票-原物料 | 0.62% | — | -1.35% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.62% | — | -0.83% | |
| 44 | CWEN | Clearway Energy Inc-c | 股票-公用事業 | 0.62% | — | +0.36% | |
| 45 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.61% | — | -7.48% | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.60% | -0.14% | +17.63% | |
| 47 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.59% | — | +2.61% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | -0.11% | +9.48% | |
| 49 | HPQ | Hp INC | 股票-科技 | 0.58% | — | +8.61% | |
| 50 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.58% | — | +3.63% |