CIK: 0001965810
申報總市值
US$5.0億
僅顯示前 200 大持股（共 812 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 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 8.03% | -1.16% | +11.80% | |
| 2 | IDUB | Aptus Intl Enhan Yld ETF | ETF-其他 | 4.98% | +0.15% | +8.93% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.78% | +0.18% | +248.31% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.28% | +0.20% | +5.04% | |
| 5 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 3.88% | +0.22% | +7.29% | |
| 6 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 3.69% | +0.25% | +7.36% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 3.05% | -1.87% | +8.60% | |
| 8 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-其他 | 2.83% | — | +4.19% | |
| 9 | UPSD | Aptus Large Cap Upside ETF | ETF-大型股與成長 | 2.77% | -0.02% | +31.77% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.67% | -0.30% | +11.69% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.39% | +0.42% | -3.07% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.25% | +0.08% | +5.12% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.95% | -0.32% | +0.60% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.47% | -0.16% | +4.94% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.46% | — | +239.81% | |
| 16 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-其他 | 1.43% | +1.73% | -3.64% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.20% | — | +11.02% | |
| 18 | DEFR | Aptus Deferred Income ETF | ETF-其他 | 1.15% | — | — | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.12% | — | +13.75% | |
| 20 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.08% | — | +73.77% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.99% | — | +4371.57% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.96% | +0.55% | +6.90% | |
| 23 | JUCY | Aptus Enhanced Yield ETF | ETF-其他 | 0.91% | +0.13% | -25.72% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.91% | -0.15% | -5.18% | |
| 25 | RNST | Renasant CORP | 股票-其他 | 0.88% | — | +2.62% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.84% | — | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.71% | — | +40.20% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.70% | -0.29% | -15.19% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.69% | -0.26% | -38.17% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.64% | — | +12.67% | |
| 31 | NOW | Servicenow INC | 股票-科技 | 0.58% | — | +135.56% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.58% | -0.21% | -35.94% | |
| 33 | WMT | Walmart INC | 股票-非循環性消費 | 0.54% | +0.12% | -26.76% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.53% | — | +10.79% | |
| 35 | PWR | Quanta Services INC | 股票-工業 | 0.53% | +0.12% | -5.56% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.52% | — | +78.98% | |
| 37 | AMT | American Tower CORP | 股票-房地產 | 0.50% | +0.15% | -7.62% | |
| 38 | PGR | Progressive CORP | 股票-金融 | 0.49% | — | -5.03% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | -0.21% | +39.47% | |
| 40 | BR | Broadridge Financial Solutio | 股票-科技 | 0.48% | — | -3.30% | |
| 41 | ROP | Roper Technologies INC | 股票-科技 | 0.46% | — | -1.91% | |
| 42 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.44% | — | — | |
| 43 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.43% | -0.09% | — | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.42% | — | -15.81% | |
| 45 | CPRT | Copart INC | 股票-工業 | 0.42% | — | -3.93% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.42% | +0.24% | +7.79% | |
| 47 | VUG | Vanguard Growth ETF | ETF-其他 | 0.40% | — | — | |
| 48 | CHE | Chemed CORP | 股票-醫療保健 | 0.39% | — | -2.02% | |
| 49 | AVGO | Broadcom INC | 股票-科技 | 0.38% | +0.26% | -3.56% | |
| 50 | CRM | Salesforce INC | 股票-科技 | 0.38% | -0.10% | -5.14% |