CIK: 0000913760
申報總市值
US$18.6億
僅顯示前 200 大持股（共 365 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 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 11.08% | -0.12% | +345.31% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.90% | +1.01% | +58.23% | |
| 3 | XLV | Ss Health Care Select Sector | ETF-其他 | 3.27% | — | +351.05% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.25% | -0.17% | +11.83% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.89% | -0.34% | +6.26% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.42% | — | +170.42% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.06% | +0.76% | +78.53% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.89% | -0.45% | +11.58% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.82% | — | +8.26% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 1.76% | +0.32% | +10.53% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.72% | — | +8.01% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.51% | -0.13% | +8.87% | |
| 13 | ARKK | Ark Innovation ETF | ETF-其他 | 1.37% | — | +19.01% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.21% | -0.37% | +5.25% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.16% | — | +22.09% | |
| 16 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.15% | — | -1.80% | |
| 17 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.13% | — | +7.45% | |
| 18 | AME | Ametek INC | 股票-工業 | 1.02% | — | — | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | -0.55% | +13.38% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.89% | — | +2.08% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.88% | — | -1.64% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.87% | -0.44% | +58.27% | |
| 23 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.72% | — | +7.83% | |
| 24 | SHOP | Shopify INC - Class A | 股票-科技 | 0.68% | — | +1.15% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.62% | — | +6.54% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.62% | — | +35.47% | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.61% | — | +11.25% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.58% | — | +183.44% | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.57% | — | +72.16% | |
| 30 | XYZ | Block INC | 股票-金融 | 0.55% | — | +2.74% | |
| 31 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.53% | — | +6.92% | |
| 32 | WMT | Walmart INC | 股票-非循環性消費 | 0.48% | — | +9.10% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.48% | — | +8.97% | |
| 34 | DNP | Dnp Select Income Fund INC | 股票-金融 | 0.45% | — | -5.03% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | -0.14% | +2.41% | |
| 36 | TSLA | Tesla INC | 股票-循環性消費 | 0.42% | -0.20% | +27.03% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.42% | -0.58% | +270.26% | |
| 38 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.41% | — | -17.63% | |
| 39 | NFLX | Netflix INC | 股票-通訊服務 | 0.40% | — | -1.87% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.39% | — | -12.09% | |
| 41 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.39% | — | -1.43% | |
| 42 | HD | Home Depot INC | 股票-循環性消費 | 0.39% | — | +11.48% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.39% | -0.33% | +4.27% | |
| 44 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.38% | — | +6.92% | |
| 45 | ABBV | Abbvie INC | 股票-醫療保健 | 0.38% | -0.13% | +4.86% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | — | +37.85% | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.34% | — | -2.09% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.34% | — | — | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.34% | — | +10.09% | |
| 50 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.33% | — | +15.98% |