CIK: 0002012421
申報總市值
US$3.5億
僅顯示前 200 大持股（共 631 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 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-其他 | 37.73% | -5.71% | +41.13% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 10.31% | -7.13% | +327.07% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.89% | -4.25% | +71970.45% | |
| 4 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 5.41% | -1.66% | — | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 4.76% | -0.14% | +6.64% | |
| 6 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 2.98% | -0.94% | -9.08% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.37% | -0.05% | +0.11% | |
| 8 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.75% | -0.67% | -11.51% | |
| 9 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 1.56% | — | — | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.52% | — | — | |
| 11 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.41% | — | +11696.27% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.35% | — | +6265.09% | |
| 13 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.26% | — | — | |
| 14 | MBND | Ss Nuveen Munic Bond Etf-usd | ETF-其他 | 1.24% | -1.01% | +13.06% | |
| 15 | MLN | Vaneck Long Muni ETF | ETF-其他 | 1.18% | -0.99% | +12.43% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.11% | — | — | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.02% | -0.17% | +5.73% | |
| 18 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.99% | — | -89.48% | |
| 19 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.98% | — | -89.30% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.94% | -0.31% | -3.10% | |
| 21 | DWAS | Invesco Dorsey Wright Smallc | ETF-其他 | 0.92% | — | — | |
| 22 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.86% | -0.67% | +11.93% | |
| 23 | BSMU | Invesco Bulletshares 2030 Mb | ETF-其他 | 0.73% | -0.74% | +9.79% | |
| 24 | RVNU | Xtrackers Municipal Infrastr | ETF-其他 | 0.65% | -0.59% | +11.65% | |
| 25 | BND | Vanguard Total Bond Market | ETF-其他 | 0.50% | -0.03% | +161.81% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.47% | -0.01% | +313.30% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.47% | — | +122.57% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.42% | -0.22% | +0.69% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.38% | -0.05% | +16.39% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.37% | — | -0.08% | |
| 31 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.27% | — | +1.88% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.26% | -0.10% | -7.68% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.25% | -0.04% | +9.75% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.23% | — | -18.01% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.20% | — | -98.39% | |
| 36 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.19% | — | -1.06% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.19% | -0.04% | +1037.70% | |
| 38 | WMT | Walmart INC | 股票-非循環性消費 | 0.16% | — | -1.93% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.15% | — | -12.69% | |
| 40 | HD | Home Depot INC | 股票-循環性消費 | 0.15% | — | +0.94% | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.15% | — | +1032.20% | |
| 42 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 0.14% | -0.07% | -8.44% | |
| 43 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-其他 | 0.14% | -0.07% | -10.74% | |
| 44 | FMB | First Trust Managed Municipa | ETF-其他 | 0.14% | -0.07% | -11.71% | |
| 45 | WTPI | Wisdomtree Equity Premium In | ETF-其他 | 0.13% | -0.10% | +6.35% | |
| 46 | SILA | Sila Realty Trust INC | 股票-其他 | 0.12% | — | — | |
| 47 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 0.12% | — | -1.03% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.11% | — | — | |
| 49 | EMR | Emerson Electric Co | 股票-工業 | 0.11% | — | +0.39% | |
| 50 | FMHI | First Trust Municipal High I | ETF-其他 | 0.11% | -0.04% | -13.45% |