CIK: 0001846991
申報總市值
US$6.5億
| # | 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 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 10.14% | +0.45% | +11.35% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 9.89% | -0.42% | +10.66% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 7.52% | — | +19.56% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 6.79% | +0.18% | +21.55% | |
| 5 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 4.15% | +0.31% | +9.50% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-其他 | 3.26% | +0.31% | +10.69% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-其他 | 3.17% | +0.20% | +7.61% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.91% | -0.14% | +112.79% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.85% | — | +10.00% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.30% | — | +9.88% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 2.09% | — | -7.07% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.06% | — | +21.69% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.03% | -0.37% | +150.53% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.84% | — | +353.00% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.61% | -0.12% | +19.28% | |
| 16 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.46% | — | +420.53% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.22% | — | — | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.22% | — | +2.50% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.09% | — | +914.91% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.01% | — | — | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.98% | +0.13% | — | |
| 22 | ITT | Itt INC | 股票-工業 | 0.94% | — | — | |
| 23 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.94% | — | — | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.84% | — | +666.13% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.81% | — | — | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.79% | — | — | |
| 27 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.77% | — | — | |
| 28 | TSLA | Tesla INC | 股票-循環性消費 | 0.73% | — | +7.62% | |
| 29 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.71% | — | — | |
| 30 | PEP | Pepsico INC | 股票-非循環性消費 | 0.70% | — | +7.05% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.66% | — | +0.37% | |
| 32 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | 0.66% | — | -1.58% | |
| 33 | VTV | Vanguard Value ETF | ETF-其他 | 0.60% | — | — | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.57% | -0.25% | +71.88% | |
| 35 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.56% | — | — | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.56% | — | — | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.50% | -0.52% | +67.96% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.50% | — | — | |
| 39 | MSD | Morgan Stanley Emrg Mkt Debt | 股票-其他 | 0.49% | — | — | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.48% | — | — | |
| 41 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.46% | — | — | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.46% | — | — | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.46% | — | — | |
| 44 | RH | Rh | 股票-循環性消費 | 0.45% | — | — | |
| 45 | IGA | Voya Global Advan & Prem Opp | 股票-其他 | 0.43% | — | — | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.42% | — | -0.28% | |
| 47 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.42% | — | +1.87% | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.41% | — | — | |
| 49 | APH | Amphenol Corp-cl A | 股票-科技 | 0.40% | — | -0.68% | |
| 50 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.38% | — | — |