CIK: 0001761755
申報總市值
US$4.4億
僅顯示前 200 大持股（共 613 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 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.48% | — | +358.86% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.08% | — | +4156.76% | |
| 3 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 3.05% | — | +49.26% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.88% | — | +6.62% | |
| 5 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.78% | — | +10.06% | |
| 6 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 2.67% | — | +79.82% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.56% | -0.75% | +12.07% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.48% | -0.19% | +8.28% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.41% | -0.17% | +4.04% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.11% | -0.16% | +1.81% | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.75% | — | +4.22% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.73% | +0.21% | +8.75% | |
| 13 | ADBE | Adobe INC | 股票-科技 | 1.69% | — | +10.29% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.46% | -0.26% | +15.85% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.27% | -0.48% | +6.24% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.26% | — | +7.17% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.17% | — | +15.90% | |
| 18 | CRM | Salesforce INC | 股票-科技 | 1.17% | — | +10.25% | |
| 19 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.17% | — | +10.79% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.17% | — | +10.87% | |
| 21 | MA | Mastercard INC - A | 股票-金融 | 1.16% | -0.20% | +8.12% | |
| 22 | ACN | Accenture plc | 股票-科技 | 1.14% | — | +11.84% | |
| 23 | ZTS | Zoetis INC | 股票-醫療保健 | 1.13% | — | +10.20% | |
| 24 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.06% | — | +4.13% | |
| 25 | PYPL | Paypal Holdings INC | 股票-金融 | 1.01% | — | +16.27% | |
| 26 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.96% | — | +4.40% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.89% | — | +3.75% | |
| 28 | NOW | Servicenow INC | 股票-科技 | 0.88% | -0.16% | +9.41% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.85% | — | -26.76% | |
| 30 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.82% | — | +73.22% | |
| 31 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.82% | — | — | |
| 32 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.81% | — | +10.15% | |
| 33 | ADSK | Autodesk INC | 股票-科技 | 0.74% | — | +10.71% | |
| 34 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.68% | — | +1.65% | |
| 35 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.67% | — | +8.81% | |
| 36 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.62% | +0.10% | +0.23% | |
| 37 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.61% | — | -5.58% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.60% | — | +10.84% | |
| 39 | NFLX | Netflix INC | 股票-通訊服務 | 0.59% | — | +10.95% | |
| 40 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.56% | — | +19.01% | |
| 41 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.56% | — | +28.71% | |
| 42 | IT | Gartner INC | 股票-科技 | 0.54% | — | -16.49% | |
| 43 | ILMN | Illumina INC | 股票-醫療保健 | 0.53% | — | +16.02% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.49% | -0.13% | +17.68% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.48% | +0.50% | +4.73% | |
| 46 | BBN | Blackrock Taxable Muni Bnd | 股票-其他 | 0.47% | — | +1.39% | |
| 47 | BILL | Bill Holdings INC | 股票-科技 | 0.45% | — | +4.75% | |
| 48 | RTX | Rtx CORP | 股票-工業 | 0.44% | — | +14.61% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.43% | — | +18.31% | |
| 50 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.43% | — | +9.64% |