CIK: 0002010574
申報總市值
US$1.8億
僅顯示前 200 大持股（共 1117 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 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 9.75% | -0.19% | +0.00% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 8.99% | -0.58% | -0.38% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.42% | -0.77% | +0.26% | |
| 4 | GNR | State Street Spdr S&p Global | ETF-其他 | 3.72% | +1.12% | +40.31% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-其他 | 3.63% | +0.09% | +9.22% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.68% | -0.28% | -6.58% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.16% | — | +0.55% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.82% | — | +2.33% | |
| 9 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-其他 | 1.74% | — | +19.14% | |
| 10 | IHDG | Wisdomtree International Hed | ETF-其他 | 1.63% | — | +3.45% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | -0.21% | -4.78% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.46% | +0.20% | +2.35% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.42% | — | +4.01% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.41% | — | +8.42% | |
| 15 | MBB | Ishares Mbs ETF | ETF-其他 | 1.40% | — | +6.09% | |
| 16 | CRM | Salesforce INC | 股票-科技 | 1.22% | — | +0.32% | |
| 17 | IYM | Ishares U.s. Basic Materials | ETF-其他 | 1.20% | -0.14% | -50.38% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.15% | -0.09% | -4.18% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.05% | — | +1.64% | |
| 20 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.02% | +0.09% | +1.48% | |
| 21 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.99% | +0.16% | -0.60% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.81% | — | +3.60% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.79% | -0.10% | +2.73% | |
| 24 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.78% | -0.07% | +6.47% | |
| 25 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.77% | +0.04% | +4.77% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.76% | — | -0.22% | |
| 27 | RTX | Rtx CORP | 股票-工業 | 0.73% | — | -1.03% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.72% | — | +3.76% | |
| 29 | ECBK | Ecb Bancorp INC | 股票-其他 | 0.72% | -0.05% | +5.33% | |
| 30 | DBEM | Xtrackers Msci Emerging Mark | ETF-新興市場 | 0.70% | — | +18.57% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.67% | — | +0.18% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.64% | -0.11% | +0.46% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | -2.52% | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.61% | +0.05% | +5.65% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.60% | — | -1.52% | |
| 36 | TXN | Texas Instruments INC | 股票-科技 | 0.57% | — | +9.10% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.55% | — | +3.24% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.54% | — | -2.36% | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.52% | — | +0.48% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.51% | — | -3.52% | |
| 41 | FMAT | Fidelity Msci Materials Indx | ETF-其他 | 0.50% | — | -30.27% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | -0.09% | -7.79% | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.49% | +0.04% | -4.75% | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.47% | +0.18% | -0.16% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.47% | — | -4.04% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.47% | — | -8.43% | |
| 47 | ABBV | Abbvie INC | 股票-醫療保健 | 0.47% | — | -1.98% | |
| 48 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.46% | — | +5.90% | |
| 49 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-科技型 | 0.45% | -0.07% | -8.69% | |
| 50 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 0.44% | -0.07% | +0.95% |