CIK: 0002047201
申報總市值
US$1.2億
僅顯示前 200 大持股（共 335 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 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 19.47% | +3.00% | -10.46% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 13.14% | -8.50% | +29.12% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 7.41% | — | — | |
| 4 | GLD | Spdr Gold Shares | ETF-避險與商品 | 4.76% | -12.80% | +349.64% | |
| 5 | XLE | Ss Energy Select Sector | ETF-其他 | 3.57% | — | +27060.21% | |
| 6 | SLV | Ishares Silver Trust | ETF-避險與商品 | 3.50% | — | +7806.18% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 3.37% | — | — | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.37% | — | +133122.22% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.26% | — | +408.97% | |
| 10 | PSQ | Proshares Short Qqq | ETF-其他 | 3.20% | -0.23% | -22.69% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.81% | +7.39% | +27.73% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.37% | +0.14% | -49.74% | |
| 13 | MAGS | Roundhill Magnificent Seven | ETF-其他 | 1.08% | — | — | |
| 14 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.86% | — | +6.70% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | -0.04% | -47.47% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.75% | — | — | |
| 17 | TSLA | Tesla INC | 股票-循環性消費 | 0.75% | +0.07% | -42.41% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.72% | — | -1.12% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.68% | +0.59% | -17.27% | |
| 20 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.59% | +0.44% | -2.52% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.59% | -6.54% | — | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.57% | +0.95% | -56.96% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | -0.06% | -0.03% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.55% | — | +4.77% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.52% | — | -56.03% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.50% | — | +10.14% | |
| 27 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.46% | -0.05% | -67.91% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | +0.32% | +315.87% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | — | -1.93% | |
| 30 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.45% | — | — | |
| 31 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股與成長 | 0.44% | -0.74% | -30.60% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | — | -9.61% | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.41% | +0.04% | -49.86% | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.41% | — | -0.78% | |
| 35 | GS | Goldman Sachs Group INC | 股票-金融 | 0.39% | — | -2.32% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.37% | — | +33.33% | |
| 37 | NFLX | Netflix INC | 股票-通訊服務 | 0.36% | -0.14% | -68.35% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.35% | — | +0.04% | |
| 39 | CME | Cme Group INC | 股票-金融 | 0.34% | — | -14.81% | |
| 40 | CAT | Caterpillar INC | 股票-工業 | 0.32% | — | -0.08% | |
| 41 | AXP | American Express Co | 股票-金融 | 0.30% | — | +19.14% | |
| 42 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.30% | — | +6.42% | |
| 43 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.30% | — | — | |
| 44 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.29% | — | +15.54% | |
| 45 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.29% | — | -18.37% | |
| 46 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 0.29% | — | +15.53% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.28% | -0.04% | -67.95% | |
| 48 | HON | Honeywell International INC | 股票-工業 | 0.27% | — | -16.26% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.27% | +0.29% | +0.23% | |
| 50 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.26% | -0.04% | -75.88% |