CIK: 0001760472
申報總市值
US$2.6億
僅顯示前 200 大持股（共 803 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 11.63% | — | -4.94% | |
| 2 | LHCGUSD | Lhc Group INC | 股票-其他 | 10.79% | — | — | |
| 3 | ARKK | Ark Innovation ETF | ETF-其他 | 7.57% | — | +11.17% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-其他 | 4.76% | — | +8.10% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.26% | — | +25.60% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.95% | — | +33.43% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.80% | — | -34.42% | |
| 8 | 62C | Piper Sandler Cos | 股票-其他 | 3.48% | — | — | |
| 9 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.60% | — | -4.44% | |
| 10 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 2.54% | — | +23.42% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.38% | — | +3.48% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.81% | — | -7.34% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.74% | — | -4.92% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.60% | — | +10.03% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.60% | — | +1.02% | |
| 16 | TPLUSD | Texas Pacific Land Trust | 股票-其他 | 1.49% | — | +72.32% | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.48% | — | -6.43% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.39% | — | +12.89% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.37% | — | -4.80% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.26% | — | -22.92% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.23% | — | +13.12% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.14% | — | -5.13% | |
| 23 | SHOP | Shopify INC - Class A | 股票-科技 | 1.07% | — | -13.33% | |
| 24 | SNBRQ | Sleep Number CORP | 股票-其他 | 1.03% | — | +26.64% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.95% | — | +7.97% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 0.79% | — | -13.76% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.71% | — | +41.65% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.68% | — | -6.62% | |
| 29 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.65% | — | — | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.55% | — | -8.38% | |
| 31 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.52% | — | — | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.49% | — | +28.35% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.46% | — | -10.96% | |
| 34 | BFAM | Bright Horizons Family Solut | 股票-循環性消費 | 0.45% | — | -7.23% | |
| 35 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.44% | — | +20.91% | |
| 36 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.44% | — | -10.79% | |
| 37 | FGD | First Trust Dj Gl Sel Dvd | ETF-其他 | 0.44% | — | — | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.44% | — | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.36% | — | — | |
| 40 | NFLX | Netflix INC | 股票-通訊服務 | 0.30% | — | +230.22% | |
| 41 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.30% | — | — | |
| 42 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.30% | — | — | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.28% | — | -1.23% | |
| 44 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.27% | — | -10.78% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.26% | — | -15.50% | |
| 46 | AMT | American Tower CORP | 股票-房地產 | 0.25% | — | — | |
| 47 | VTV | Vanguard Value ETF | ETF-其他 | 0.24% | — | — | |
| 48 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.23% | — | — | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.22% | — | — | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.21% | — | -16.96% |