CIK: 0001858740
申報總市值
US$29.3億
僅顯示前 200 大持股（共 2472 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.52% | — | +97.25% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.82% | -0.28% | +38.55% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.73% | -0.20% | +41.11% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.66% | — | +19.42% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.38% | — | +20.91% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.70% | — | +41.80% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.67% | -0.55% | +8.12% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.52% | — | +29.44% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.46% | -0.28% | +6.96% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.41% | -0.34% | +16.22% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.40% | — | +20.08% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.07% | -0.14% | +11.88% | |
| 13 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 1.05% | — | +24.56% | |
| 14 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.03% | — | +25.38% | |
| 15 | FIXD | First Trust Smith Opportunis | ETF-其他 | 1.02% | — | +25.67% | |
| 16 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 1.01% | — | +25.71% | |
| 17 | GTO | Invesco Total Return Bond Et | ETF-其他 | 1.01% | — | +25.70% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.95% | — | +48.82% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.94% | — | +0.45% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.93% | — | +19.94% | |
| 21 | MA | Mastercard INC - A | 股票-金融 | 0.87% | — | +79.35% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.87% | +0.19% | +33.82% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | -0.26% | +76.76% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.85% | — | +29.03% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.76% | — | +67.47% | |
| 26 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.68% | — | +44.88% | |
| 27 | ✓ | Exchange Listed Fds Tr | 股票-其他 | 0.66% | — | -38.54% | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.66% | — | +0.71% | |
| 29 | NEE | Nextera Energy INC | 股票-公用事業 | 0.62% | — | +22.07% | |
| 30 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.59% | — | +44.89% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.58% | — | +26.58% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | — | +35.81% | |
| 33 | TSLA | Tesla INC | 股票-循環性消費 | 0.56% | — | +124.26% | |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.54% | — | +65.63% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.53% | — | -49.63% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.53% | — | +32.45% | |
| 37 | XLF | Ss Financial Select Sector | ETF-其他 | 0.53% | -0.18% | +22.29% | |
| 38 | HD | Home Depot INC | 股票-循環性消費 | 0.51% | — | +21.21% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.50% | -0.12% | +0.52% | |
| 40 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.49% | +0.67% | +114.57% | |
| 41 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.48% | — | +33.91% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.46% | — | +41.41% | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.46% | -0.13% | +4.13% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.45% | -0.25% | +31.71% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.45% | -0.12% | +21.62% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.45% | — | +3.91% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.44% | — | +17.38% | |
| 48 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.44% | — | +21.64% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | -11.72% | |
| 50 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.42% | — | +44.48% |