CIK: 0001965328
申報總市值
US$2.6億
| # | 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 9.97% | -1.43% | -7.39% | |
| 2 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 5.07% | -1.11% | -17.29% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.90% | — | +1.89% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.68% | -0.54% | +2.13% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.58% | -0.33% | -0.41% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 4.39% | — | -0.31% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.72% | -1.08% | -1.94% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.40% | -0.31% | -2.16% | |
| 9 | FIIG | Ft Intermed Dur Ig CORP ETF | ETF-其他 | 2.73% | -0.30% | +15.20% | |
| 10 | NTRL | First Trust Equity Market Ne | ETF-其他 | 2.02% | -1.34% | -2.72% | |
| 11 | WMT | Walmart INC | 股票-非循環性消費 | 2.02% | +0.19% | +12.00% | |
| 12 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 1.95% | -0.35% | +1.92% | |
| 13 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.83% | +0.31% | -6.37% | |
| 14 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 1.68% | -0.33% | -2.68% | |
| 15 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 1.66% | — | +1745.65% | |
| 16 | DIVI | Franklin International Core | ETF-其他 | 1.63% | — | -0.51% | |
| 17 | DNP | Dnp Select Income Fund INC | 股票-金融 | 1.50% | -0.18% | +46.54% | |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.48% | — | +21.86% | |
| 19 | CEG | Constellation Energy | 股票-公用事業 | 1.41% | -0.82% | +0.63% | |
| 20 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.22% | -0.26% | +68.95% | |
| 21 | CPNS | Calamos Nsdq 100 Alt Sept | ETF-其他 | 1.20% | — | -0.56% | |
| 22 | FGD | First Trust Dj Gl Sel Dvd | ETF-其他 | 1.19% | +0.17% | — | |
| 23 | IONQ | Ionq INC | 股票-科技 | 1.13% | — | — | |
| 24 | GS | Goldman Sachs Group INC | 股票-金融 | 1.11% | +0.29% | -4.50% | |
| 25 | KMI | Kinder Morgan INC | 股票-能源 | 1.08% | — | — | |
| 26 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.08% | -0.56% | +61.53% | |
| 27 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.03% | — | -12.69% | |
| 28 | FDD | First Trust Stoxx Europe | ETF-其他 | 1.00% | — | -61.65% | |
| 29 | INDY | Ishares India 50 ETF | ETF-其他 | 1.00% | — | — | |
| 30 | SVOL | Simplify Volatility Premium | ETF-其他 | 0.99% | -0.86% | +121.09% | |
| 31 | CME | Cme Group INC | 股票-金融 | 0.97% | — | — | |
| 32 | AVGO | Broadcom INC | 股票-科技 | 0.96% | -0.38% | +177.38% | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.94% | -0.92% | — | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.90% | — | +153.28% | |
| 35 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股與成長 | 0.88% | — | +10.14% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.86% | — | +5.25% | |
| 37 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.85% | — | +6.28% | |
| 38 | GE | General Electric | 股票-工業 | 0.80% | — | -29.03% | |
| 39 | TSLA | Tesla INC | 股票-循環性消費 | 0.76% | — | +72.48% | |
| 40 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.72% | — | -3.19% | |
| 41 | ZDEK | Inno Equ Def Pro ETF - 1 De | ETF-其他 | 0.71% | — | -0.26% | |
| 42 | MLPA | Global X Mlp ETF | ETF-其他 | 0.71% | +0.23% | NEW | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.67% | — | -4.99% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.66% | — | -14.19% | |
| 45 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 0.65% | — | -34.78% | |
| 46 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-其他 | 0.62% | +4.10% | +89.81% | |
| 47 | GEV | GE Vernova INC | 股票-工業 | 0.60% | — | — | |
| 48 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.58% | +0.35% | +155.61% | |
| 49 | RBRK | Rubrik Inc-a | 股票-科技 | 0.55% | — | — | |
| 50 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 0.51% | — | — |