CIK: 0001761755
申報總市值
US$4.4億
僅顯示前 200 大持股（共 425 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 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 5.45% | — | -2.75% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 4.16% | — | +13.56% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.87% | — | -1.33% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.73% | -0.17% | -1.81% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 3.35% | -0.16% | +8.21% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.61% | -0.75% | +28.95% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.04% | -0.19% | +28.07% | |
| 8 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 2.01% | — | +5.65% | |
| 9 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.95% | — | +26.06% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.94% | — | +10.69% | |
| 11 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.93% | — | +10.81% | |
| 12 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.83% | — | +28.42% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.69% | — | +169.22% | |
| 14 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.51% | +0.10% | -0.08% | |
| 15 | ADBE | Adobe INC | 股票-科技 | 1.45% | — | +33.10% | |
| 16 | MA | Mastercard INC - A | 股票-金融 | 1.38% | -0.20% | +18.95% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.36% | +0.21% | +28.11% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.35% | — | +61.72% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.34% | — | -1.57% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.30% | — | +1.01% | |
| 21 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.29% | — | +127.99% | |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.21% | — | +39.02% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.10% | — | +18.97% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.05% | -0.48% | +11.39% | |
| 25 | ZTS | Zoetis INC | 股票-醫療保健 | 1.01% | — | +9.76% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.99% | +0.50% | +5.81% | |
| 27 | ACN | Accenture plc | 股票-科技 | 0.93% | — | +30.66% | |
| 28 | NOW | Servicenow INC | 股票-科技 | 0.90% | -0.16% | +85.46% | |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.85% | — | +21.65% | |
| 30 | CRM | Salesforce INC | 股票-科技 | 0.84% | — | +128.88% | |
| 31 | PYPL | Paypal Holdings INC | 股票-金融 | 0.82% | — | +44.26% | |
| 32 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.82% | — | +8.19% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 0.77% | — | +25.33% | |
| 34 | DG | Dollar General CORP | 股票-非循環性消費 | 0.72% | — | +0.15% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.72% | — | +9.74% | |
| 36 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.71% | — | +4.75% | |
| 37 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.69% | — | +30.03% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | -0.14% | +23.66% | |
| 39 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.60% | — | +25.55% | |
| 40 | T | At&t INC | 股票-通訊服務 | 0.60% | +0.38% | +8.79% | |
| 41 | MSCI | Msci INC | 股票-金融 | 0.59% | — | +21.51% | |
| 42 | ADSK | Autodesk INC | 股票-科技 | 0.55% | — | — | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.55% | — | +12.46% | |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.52% | — | — | |
| 45 | IT | Gartner INC | 股票-科技 | 0.48% | — | +27.42% | |
| 46 | BBN | Blackrock Taxable Muni Bnd | 股票-其他 | 0.45% | — | +8.80% | |
| 47 | PM | Philip Morris International | 股票-非循環性消費 | 0.45% | — | +11.04% | |
| 48 | ALGN | Align Technology INC | 股票-醫療保健 | 0.43% | — | +29.76% | |
| 49 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.41% | +0.37% | +1.71% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.41% | — | +86.04% |