CIK: 0001677501
申報總市值
US$7.1億
僅顯示前 200 大持股（共 430 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 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 5.12% | +1.99% | NEW | |
| 2 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 5.04% | +3.85% | NEW | |
| 3 | CB | Chubb Limited | 股票-金融 | 3.38% | -0.75% | -0.08% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.80% | -1.16% | +5.03% | |
| 5 | BA | Boeing Co/the | 股票-工業 | 2.37% | — | +0.21% | |
| 6 | ITT | Itt INC | 股票-工業 | 2.23% | -0.05% | +0.06% | |
| 7 | IJUL | Innovator International Deve | ETF-其他 | 2.11% | — | +1.44% | |
| 8 | KAPR | Innovator U.s. Small Cap Pow | ETF-中小型股 | 1.91% | — | — | |
| 9 | PMVP | Pmv Pharmaceuticals INC | 股票-其他 | 1.84% | — | +57.09% | |
| 10 | BJUL | Innovator U.s. Equity Buffer | ETF-其他 | 1.82% | — | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.63% | -0.94% | +4.89% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.62% | -0.66% | +2064.10% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.54% | -0.42% | +10.66% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.51% | — | -0.17% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.27% | — | +1.88% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.24% | -0.59% | -1.02% | |
| 17 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.17% | — | +15.45% | |
| 18 | FSTA | Fidelity Msci Cons Stap Indx | ETF-其他 | 1.14% | — | — | |
| 19 | PFE | Pfizer INC | 股票-醫療保健 | 1.09% | — | -3.74% | |
| 20 | NJUL | Innovator Growth 100 Power B | ETF-其他 | 1.06% | — | — | |
| 21 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.04% | — | -0.58% | |
| 22 | FIDU | Fidelity Msci Indust Indx | ETF-其他 | 1.02% | — | -2.03% | |
| 23 | XLE | Ss Energy Select Sector | ETF-其他 | 1.00% | — | +41.73% | |
| 24 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.98% | — | -21.20% | |
| 25 | HDG | Proshares Hedge Replicat ETF | ETF-其他 | 0.98% | — | +3.28% | |
| 26 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 0.90% | -1.44% | EXIT | |
| 27 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 0.86% | — | +2.97% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.82% | — | — | |
| 29 | EAPR | Innovator Emerging Markets P | ETF-新興市場 | 0.80% | — | — | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.77% | — | +15.79% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.74% | — | +0.78% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.72% | — | -2.33% | |
| 33 | GD | General Dynamics CORP | 股票-工業 | 0.72% | — | +0.83% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.70% | — | +10.35% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | -0.19% | -3.30% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | — | +0.22% | |
| 37 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.59% | — | +5.30% | |
| 38 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.56% | — | -0.53% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | — | +13.73% | |
| 40 | MA | Mastercard INC - A | 股票-金融 | 0.51% | — | -7.99% | |
| 41 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-其他 | 0.51% | — | — | |
| 42 | ADBE | Adobe INC | 股票-科技 | 0.51% | -0.15% | +4.02% | |
| 43 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.50% | — | +35.68% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.50% | +0.09% | -0.47% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.47% | — | -2.85% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.46% | +0.10% | +0.88% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.44% | — | +253.02% | |
| 48 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.42% | -0.16% | -21.19% | |
| 49 | TSLA | Tesla INC | 股票-循環性消費 | 0.42% | — | +5.40% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | +0.05% | +7.45% |