CIK: 0001774086
申報總市值
US$4.6億
僅顯示前 200 大持股（共 213 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.21% | +0.26% | -7.98% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.13% | — | -1.44% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.86% | -0.11% | -7.39% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.69% | -0.03% | +0.89% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.42% | -0.08% | +0.69% | |
| 6 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 2.31% | — | +0.35% | |
| 7 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 2.30% | — | +1.18% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 2.08% | — | -1.32% | |
| 9 | ELV | Elevance Health INC | 股票-醫療保健 | 1.65% | — | -2.03% | |
| 10 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.62% | — | +1.01% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.58% | — | +1.80% | |
| 12 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-其他 | 1.46% | — | +4.88% | |
| 13 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 1.43% | — | -2.22% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.43% | +0.10% | +2.58% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.42% | — | -2.78% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.42% | -0.05% | +2.08% | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.37% | +0.01% | +2024.88% | |
| 18 | FEX | First Trust Large Cap Core A | ETF-大型股與成長 | 1.25% | — | +2.22% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.19% | — | +14.83% | |
| 20 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.17% | — | -0.62% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.16% | +0.40% | +7.77% | |
| 22 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.15% | — | +1.27% | |
| 23 | FIXD | First Trust Smith Opportunis | ETF-其他 | 1.14% | — | -3.73% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | +0.19% | +0.01% | |
| 25 | ADBE | Adobe INC | 股票-科技 | 1.07% | -0.59% | EXIT | |
| 26 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.04% | — | -3.39% | |
| 27 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.99% | — | +2.30% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.95% | — | -38.86% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.94% | — | -8.63% | |
| 30 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.93% | — | -1.66% | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.93% | — | +15.79% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.90% | — | +5.37% | |
| 33 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.89% | — | -6.04% | |
| 34 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.86% | — | +3.16% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.84% | — | +1.03% | |
| 36 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.83% | — | +0.03% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.81% | +0.30% | -17.34% | |
| 38 | VTV | Vanguard Value ETF | ETF-其他 | 0.79% | — | +1.19% | |
| 39 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 0.77% | — | -0.06% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.74% | — | +0.57% | |
| 41 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.74% | — | -2.60% | |
| 42 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股與成長 | 0.72% | — | -0.37% | |
| 43 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 0.71% | — | -13.69% | |
| 44 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.71% | — | +0.75% | |
| 45 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.70% | — | -1.15% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.70% | — | +5.82% | |
| 47 | O | Realty Income CORP | 股票-房地產 | 0.69% | — | -0.62% | |
| 48 | ARCC | Ares Capital CORP | 股票-金融 | 0.68% | — | -1.93% | |
| 49 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.68% | — | +7.27% | |
| 50 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.66% | — | -1.25% |