CIK: 0001799797
申報總市值
US$3.3億
僅顯示前 200 大持股（共 288 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 11.00% | -0.24% | -5.31% | |
| 2 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 9.50% | — | -3.93% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 9.48% | +0.21% | -6.04% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 9.46% | -0.01% | -7.09% | |
| 5 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 4.07% | — | +1.72% | |
| 6 | CDC | Victoryshares US Eq Income E | ETF-其他 | 3.56% | — | — | |
| 7 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-其他 | 3.46% | — | +17.05% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 3.46% | — | +16.83% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.33% | — | -10.23% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.22% | — | +8.56% | |
| 11 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 2.16% | — | +5.50% | |
| 12 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 2.14% | +0.03% | +2.26% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.13% | — | -86.44% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.13% | — | +13.18% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.10% | +0.19% | -6.14% | |
| 16 | PEY | Invesco High Yield Equity Di | ETF-非投資等級債 | 2.08% | — | +2.77% | |
| 17 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 2.08% | — | -58.91% | |
| 18 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 2.05% | — | -3.31% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.05% | — | -6.93% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.02% | +0.11% | -6.25% | |
| 21 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.86% | — | — | |
| 22 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 1.59% | — | — | |
| 23 | SKYY | First Trust Cloud Computing | ETF-其他 | 1.34% | — | +1.51% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.99% | -0.06% | EXIT | |
| 25 | HON | Honeywell International INC | 股票-工業 | 0.85% | — | -1.75% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.64% | -0.04% | +298.67% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 0.47% | — | — | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.41% | +0.03% | — | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.40% | — | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.37% | — | -86.85% | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.35% | — | — | |
| 32 | DAL | Delta Air Lines INC | 股票-工業 | 0.32% | — | — | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.31% | -1.06% | +92.72% | |
| 34 | AAL | American Airlines Group INC | 股票-工業 | 0.31% | — | — | |
| 35 | FSLY | Fastly INC - Class A | 股票-科技 | 0.26% | — | — | |
| 36 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 0.25% | — | — | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.24% | — | +85.51% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | +0.11% | -0.13% | |
| 39 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.24% | — | -0.40% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.23% | — | — | |
| 41 | DG | Dollar General CORP | 股票-非循環性消費 | 0.23% | — | -34.53% | |
| 42 | PPG | Ppg Industries INC | 股票-原物料 | 0.23% | — | — | |
| 43 | DUK | Duke Energy CORP | 股票-公用事業 | 0.23% | — | — | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.22% | — | -28.29% | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.22% | — | +101.22% | |
| 46 | PEP | Pepsico INC | 股票-非循環性消費 | 0.22% | — | — | |
| 47 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.21% | — | +95.45% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.21% | — | +113.55% | |
| 49 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股與成長 | 0.20% | — | -21.46% | |
| 50 | MMM | 3m Co | 股票-工業 | 0.19% | — | — |