CIK: 0001979372
申報總市值
US$5.7億
僅顯示前 200 大持股（共 1618 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 | VOXR | Vox Royalty CORP | 股票-其他 | 9.51% | +0.30% | +1.42% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.97% | +0.39% | +27.34% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.45% | — | -7.09% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.10% | — | +34.33% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.92% | +0.12% | +3.24% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.88% | — | +6.86% | |
| 7 | IDMO | Invesco S&p International De | ETF-其他 | 1.72% | +0.19% | +56.88% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | — | -1.20% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.40% | — | -0.27% | |
| 10 | GILD | Gilead Sciences INC | 股票-醫療保健 | 1.35% | +0.09% | +0.45% | |
| 11 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 1.29% | -0.27% | -16.10% | |
| 12 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.25% | — | -12.14% | |
| 13 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.23% | +0.29% | +57.06% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.17% | — | +1.84% | |
| 15 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.15% | +0.26% | +78.53% | |
| 16 | GMAR | Ft Vest US Equity Moderate B | ETF-其他 | 1.10% | -1.07% | -56.50% | |
| 17 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.07% | +0.29% | +19.00% | |
| 18 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 1.04% | — | -7.56% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.02% | — | +41.80% | |
| 20 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 0.99% | -0.20% | +6.45% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.96% | — | -4.19% | |
| 22 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.94% | -0.18% | -4.14% | |
| 23 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.94% | -0.16% | -4.24% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.89% | -0.16% | +46.07% | |
| 25 | ✓ | First Trust Portfolios | 股票-其他 | 0.85% | -0.85% | EXIT | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.82% | — | -1.32% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 0.80% | — | +34.41% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.70% | — | +0.54% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.68% | — | +39.36% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.66% | +0.15% | +123.80% | |
| 31 | FDD | First Trust Stoxx Europe | ETF-其他 | 0.63% | +0.25% | +649.47% | |
| 32 | IGEB | Ishares Investment Grade Sys | ETF-投資等級公司債 | 0.61% | — | +0.22% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.60% | — | +18.86% | |
| 34 | KEY 5.65 PERP F | Keycorp | 股票-金融 | 0.59% | -0.13% | -8.96% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.58% | -0.16% | +27.59% | |
| 36 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.56% | — | +0.63% | |
| 37 | PCAR | Paccar INC | 股票-工業 | 0.56% | — | +7030.05% | |
| 38 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 0.54% | +0.20% | -4.41% | |
| 39 | VRIG | Invesco Variable Rate Invest | ETF-其他 | 0.53% | — | +11.10% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.52% | +0.14% | +6.29% | |
| 41 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.49% | — | +15.32% | |
| 42 | EVTR | Eaton Vance Total Return | ETF-其他 | 0.49% | — | -0.90% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | — | +1.68% | |
| 44 | TSLA | Tesla INC | 股票-循環性消費 | 0.47% | -0.15% | +7.44% | |
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.46% | — | +5.29% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.45% | — | +28.82% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.44% | — | +7.18% | |
| 48 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.42% | — | +14.46% | |
| 49 | ✓ | Guggenheim Defined P | 股票-其他 | 0.41% | -0.41% | EXIT | |
| 50 | JMSI | JPM Sus Municipal Income | ETF-其他 | 0.40% | — | — |