CIK: 0001845163
申報總市值
US$2.2億
僅顯示前 200 大持股（共 251 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 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 15.49% | -0.11% | +6.68% | |
| 2 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股與成長 | 14.22% | -0.45% | +5.96% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 12.09% | -1.29% | +14.93% | |
| 4 | USMF | Wisdomtree US Multifactor Fu | ETF-其他 | 10.04% | -1.47% | +6.03% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 6.77% | -0.31% | +9.53% | |
| 6 | PTRB | Pgim Total Return Bond ETF | ETF-其他 | 6.19% | +0.22% | +10.70% | |
| 7 | WTV | Wisdomtree U.s. Value Fund | ETF-其他 | 4.36% | +0.10% | +5.85% | |
| 8 | PSDM | Pgim Shrt Duration Ms Bd ETF | ETF-其他 | 4.31% | +0.19% | +12.50% | |
| 9 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-其他 | 3.58% | -0.13% | +12.55% | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.34% | -0.17% | +4.16% | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 2.87% | +0.24% | +5.65% | |
| 12 | AVMV | Avantis US Mid Cap Val ETF | ETF-其他 | 2.71% | +0.19% | +12.33% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.64% | +0.19% | +7.83% | |
| 14 | GCC | Wisdomtree Enhanced Commodit | ETF-其他 | 1.10% | +0.15% | +8.69% | |
| 15 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.88% | +0.01% | +0.52% | |
| 16 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.49% | +0.13% | +54.88% | |
| 17 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.40% | -0.05% | -8.85% | |
| 18 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.38% | — | -16.71% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.37% | — | +42.00% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.32% | -0.06% | -14.06% | |
| 21 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-其他 | 0.31% | — | -24.09% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.31% | -0.02% | -1.92% | |
| 23 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.30% | +1.48% | +50.65% | |
| 24 | QHY | Wisdomtree US High Yield Cor | ETF-非投資等級債 | 0.26% | — | +8.27% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.25% | — | +19.53% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.25% | +0.29% | +13.54% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.24% | +0.03% | +2.30% | |
| 28 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 0.21% | — | -16.65% | |
| 29 | SUB | Ishares Short-term National | ETF-其他 | 0.21% | — | +89.26% | |
| 30 | DTD | Wisdomtree US Total Dividend | ETF-其他 | 0.19% | — | -10.59% | |
| 31 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.18% | — | -27.88% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.16% | — | +23.39% | |
| 33 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.15% | — | -2.24% | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.15% | -0.01% | +4.40% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.14% | -0.05% | -19.47% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.14% | — | -2.56% | |
| 37 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.13% | -0.03% | — | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.13% | — | — | |
| 39 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.12% | — | — | |
| 40 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.10% | -0.02% | +42.92% | |
| 41 | NTSX | Wisdomtree US Efficient Core | ETF-其他 | 0.09% | — | — | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.08% | — | — | |
| 43 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.08% | — | — | |
| 44 | QSIG | Wisdomtree US Short Term Cor | ETF-其他 | 0.08% | +0.04% | — | |
| 45 | USSH | Wisdomtree 1-3 Y Lad Try Fd | ETF-其他 | 0.07% | — | — | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.07% | — | — | |
| 47 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 0.07% | — | — | |
| 48 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 0.07% | — | — | |
| 49 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.07% | — | — | |
| 50 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.06% | +0.02% | — |