CIK: 0001535811
申報總市值
US$10.2億
僅顯示前 200 大持股（共 306 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 7.72% | — | +56.11% | |
| 2 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 5.42% | -1.68% | +19.60% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.66% | +0.65% | +3177.39% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 3.48% | — | +64.09% | |
| 5 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 2.74% | — | +194.91% | |
| 6 | IEO | Ishares U.s. Oil & Gas Explo | ETF-其他 | 2.34% | — | — | |
| 7 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-其他 | 2.22% | — | +2009.90% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.02% | +0.12% | -1.64% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.72% | — | -9.49% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.69% | +0.25% | +11.61% | |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.48% | — | +5.41% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.36% | +1.82% | -32.61% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.36% | — | — | |
| 14 | SMCIUSD | Super Micro Computer INC | 股票-其他 | 1.29% | — | -5.65% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.29% | — | -29.18% | |
| 16 | GRPM | Invesco S&p Midcap 400 Garp | ETF-其他 | 1.13% | — | — | |
| 17 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 1.12% | — | — | |
| 18 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密貨幣 | 1.11% | — | — | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.08% | — | -49.08% | |
| 20 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 1.07% | -0.70% | -4.04% | |
| 21 | XLF | Ss Financial Select Sector | ETF-其他 | 1.05% | — | +6.04% | |
| 22 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 1.03% | — | -2.52% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.01% | — | — | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.00% | — | -53.00% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.96% | — | +13.20% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.93% | -1.13% | -12.38% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.89% | — | +9.09% | |
| 28 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.87% | +1.07% | +23.58% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.87% | +0.35% | -0.28% | |
| 30 | EWX | State Street Spdr S&p Emergi | ETF-其他 | 0.73% | — | +19.13% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.73% | — | -53.82% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.72% | — | -7.84% | |
| 33 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.70% | — | +1598.60% | |
| 34 | IDMO | Invesco S&p International De | ETF-其他 | 0.70% | — | +79.71% | |
| 35 | USTB | Victoryshares Short-term Bon | ETF-其他 | 0.70% | — | +275.72% | |
| 36 | IHDG | Wisdomtree International Hed | ETF-其他 | 0.68% | — | +21.31% | |
| 37 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.68% | — | +10.97% | |
| 38 | FLQM | Franklin U.s. Mid Cap Multif | ETF-其他 | 0.68% | -1.05% | +1685.55% | |
| 39 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.61% | — | -55.15% | |
| 40 | SAIA | Saia INC | 股票-工業 | 0.61% | — | -2.10% | |
| 41 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.57% | — | -41.41% | |
| 42 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.56% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | +7.82% | |
| 44 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.55% | — | +6.52% | |
| 45 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.54% | — | -1.57% | |
| 46 | IPAC | Ishares Core Msci Pacific Et | ETF-其他 | 0.52% | — | — | |
| 47 | SNPS | Synopsys INC | 股票-科技 | 0.51% | — | -0.61% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.51% | — | -19.62% | |
| 49 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.48% | +0.53% | +36.61% | |
| 50 | F | Ford Motor Co | 股票-循環性消費 | 0.46% | — | -0.07% |