CIK: 0002012421
申報總市值
US$3.5億
僅顯示前 200 大持股（共 608 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 13.42% | -7.13% | +10.91% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 13.38% | -0.14% | +141.89% | |
| 3 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-其他 | 12.90% | +10.21% | — | |
| 4 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 8.02% | -1.66% | +21.97% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 7.56% | -4.25% | +9.82% | |
| 6 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 2.79% | -0.94% | -17.98% | |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 2.62% | — | +31.08% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.47% | -0.05% | -2.30% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.04% | — | +36.38% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 2.03% | — | +38.45% | |
| 11 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 1.89% | — | -5.52% | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.89% | -0.67% | -4.54% | |
| 13 | SLV | Ishares Silver Trust | ETF-避險與商品 | 1.82% | — | +54.24% | |
| 14 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 1.79% | — | +45.63% | |
| 15 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-其他 | 1.79% | -5.71% | -95.74% | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.78% | — | +9.64% | |
| 17 | MBND | Ss Nuveen Munic Bond Etf-usd | ETF-其他 | 1.37% | -1.01% | -2.37% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.35% | — | +2.87% | |
| 19 | MLN | Vaneck Long Muni ETF | ETF-其他 | 1.29% | -0.99% | -3.84% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.21% | -0.17% | +1.26% | |
| 21 | DWAS | Invesco Dorsey Wright Smallc | ETF-其他 | 1.14% | — | +2.65% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.00% | -0.31% | -9.33% | |
| 23 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.96% | -0.67% | -3.06% | |
| 24 | BSMU | Invesco Bulletshares 2030 Mb | ETF-其他 | 0.79% | -0.74% | -3.91% | |
| 25 | RVNU | Xtrackers Municipal Infrastr | ETF-其他 | 0.71% | -0.59% | -3.56% | |
| 26 | BND | Vanguard Total Bond Market | ETF-其他 | 0.66% | -0.03% | +14.43% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.58% | — | +3.55% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.51% | -0.22% | -0.60% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.48% | -0.01% | -13.14% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.46% | -0.05% | +2.14% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.40% | — | — | |
| 32 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.29% | — | -6.51% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.27% | — | -1.04% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.26% | -0.04% | -9.92% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.23% | -0.10% | -20.38% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.23% | — | -2.24% | |
| 37 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.20% | — | -1.90% | |
| 38 | WMT | Walmart INC | 股票-非循環性消費 | 0.20% | — | -4.25% | |
| 39 | HD | Home Depot INC | 股票-循環性消費 | 0.20% | — | -1.16% | |
| 40 | WTPI | Wisdomtree Equity Premium In | ETF-其他 | 0.16% | -0.10% | +14.98% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.15% | — | -13.92% | |
| 42 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 0.15% | — | +1.13% | |
| 43 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 0.14% | -0.07% | -9.17% | |
| 44 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-其他 | 0.14% | -0.07% | -11.06% | |
| 45 | FMB | First Trust Managed Municipa | ETF-其他 | 0.14% | -0.07% | -11.25% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.14% | -0.04% | -37.46% | |
| 47 | TSLA | Tesla INC | 股票-循環性消費 | 0.13% | +0.03% | +4.64% | |
| 48 | EMR | Emerson Electric Co | 股票-工業 | 0.12% | — | +0.52% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.12% | — | +2.05% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.11% | +0.04% | +0.18% |