CIK: 0001761755
申報總市值
US$4.4億
僅顯示前 200 大持股（共 703 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 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.90% | — | +1.69% | |
| 2 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 2.84% | — | +12.70% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.78% | — | +14.14% | |
| 4 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 2.52% | — | +28.01% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.28% | — | +179.49% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.27% | -0.26% | +10.77% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.19% | -0.17% | -4.07% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.15% | -0.16% | +5.02% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.13% | -0.75% | +6.82% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.00% | — | +0.28% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.89% | +0.21% | +9.54% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.53% | -0.19% | +28.30% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.39% | — | +28.97% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.39% | — | +5.22% | |
| 15 | MA | Mastercard INC - A | 股票-金融 | 1.30% | -0.20% | +8.78% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.27% | — | -51.70% | |
| 17 | ADBE | Adobe INC | 股票-科技 | 1.27% | — | +16.37% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.25% | — | +5689.85% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.24% | — | +24.85% | |
| 20 | SNOW | Snowflake INC | 股票-科技 | 1.18% | — | +0.59% | |
| 21 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.14% | — | +5.52% | |
| 22 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.10% | — | +787.15% | |
| 23 | CRM | Salesforce INC | 股票-科技 | 1.09% | — | +5.52% | |
| 24 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 1.04% | — | +44.96% | |
| 25 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.03% | — | -36.55% | |
| 26 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.99% | — | -1.25% | |
| 27 | ACN | Accenture plc | 股票-科技 | 0.97% | — | -0.59% | |
| 28 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.95% | — | +12.86% | |
| 29 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.89% | — | -2.88% | |
| 30 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.86% | — | — | |
| 31 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.84% | — | +4.87% | |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.84% | — | +6.81% | |
| 33 | NFLX | Netflix INC | 股票-通訊服務 | 0.83% | — | +108.37% | |
| 34 | ADSK | Autodesk INC | 股票-科技 | 0.82% | — | +28.33% | |
| 35 | ZTS | Zoetis INC | 股票-醫療保健 | 0.78% | — | -7.95% | |
| 36 | NOW | Servicenow INC | 股票-科技 | 0.77% | -0.16% | +3.60% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.75% | -0.48% | -42.34% | |
| 38 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.74% | +0.10% | +15.41% | |
| 39 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 0.72% | — | +19.86% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.70% | +0.50% | +0.65% | |
| 41 | PYPL | Paypal Holdings INC | 股票-金融 | 0.68% | — | +89.34% | |
| 42 | RTX | Rtx CORP | 股票-工業 | 0.64% | — | +22.36% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.61% | -0.23% | +34.68% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.60% | — | +1432.72% | |
| 45 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.56% | — | +4.90% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.55% | — | -2.84% | |
| 47 | IT | Gartner INC | 股票-科技 | 0.55% | — | -6.40% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.53% | — | -40.12% | |
| 49 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.52% | — | +14.58% | |
| 50 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.50% | — | +0.74% |