CIK: 0001791126
申報總市值
US$2.7億
| # | 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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 21.55% | -1.10% | -8.58% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 9.50% | +0.32% | +1.72% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 7.82% | — | +671.53% | |
| 4 | AAPL | Apple INC | 股票-科技 | 6.94% | -0.29% | +813.67% | |
| 5 | KNX | Knight-swift Transportation | 股票-工業 | 6.06% | — | +506.24% | |
| 6 | FXL | First Trust Technology Alpha | ETF-科技型 | 4.41% | -0.17% | -31.48% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.91% | — | +1.71% | |
| 8 | ARKW | Ark Next Generation Internet | ETF-其他 | 2.40% | — | +840.65% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.37% | — | -4.95% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.29% | — | +5.98% | |
| 11 | TSLA | Tesla INC | 股票-循環性消費 | 2.13% | +0.32% | +501.20% | |
| 12 | HON | Honeywell International INC | 股票-工業 | 2.04% | — | — | |
| 13 | NCLH | Norwegian Cruise Line Holdings Ltd. | 股票-循環性消費 | 1.46% | -0.11% | EXIT | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.43% | +0.28% | +1.13% | |
| 15 | MGM | Mgm Resorts International | 股票-循環性消費 | 1.42% | — | — | |
| 16 | DAL | Delta Air Lines INC | 股票-工業 | 1.39% | — | +3.50% | |
| 17 | LUV | Southwest Airlines Co | 股票-工業 | 1.37% | — | -0.04% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.28% | -0.11% | +2.30% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.23% | — | -12.68% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.15% | — | -2.41% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.08% | -0.12% | +4.98% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.78% | — | +1.83% | |
| 23 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.76% | — | -2.54% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.68% | — | -5.54% | |
| 25 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.62% | — | -58.71% | |
| 26 | LDSF | First Tr Low Duration St-etf | ETF-其他 | 0.55% | — | -6.03% | |
| 27 | WMT | Walmart INC | 股票-非循環性消費 | 0.53% | — | +1.46% | |
| 28 | NEE | Nextera Energy INC | 股票-公用事業 | 0.52% | — | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | — | -0.77% | |
| 30 | T | At&t INC | 股票-通訊服務 | 0.49% | — | +95.13% | |
| 31 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.48% | -0.12% | -0.54% | |
| 32 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.48% | — | -5.74% | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.47% | — | -3.57% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.47% | — | -14.92% | |
| 35 | BA | Boeing Co/the | 股票-工業 | 0.43% | — | -1.38% | |
| 36 | ✓ | Social Cap Hedspia Hldg Co I | 股票-其他 | 0.42% | — | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.42% | +0.06% | -0.25% | |
| 38 | FTCS | First Trust Capital Strength | ETF-其他 | 0.41% | — | -58.13% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.36% | — | -0.27% | |
| 40 | SWKS | Skyworks Solutions INC | 股票-科技 | 0.34% | — | +17.42% | |
| 41 | FTC | First Trust Large Cap Growth | ETF-大型股與成長 | 0.34% | — | -3.52% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.31% | -0.17% | +1.31% | |
| 43 | PYPL | Paypal Holdings INC | 股票-金融 | 0.31% | — | -1.48% | |
| 44 | FMHI | First Trust Municipal High I | ETF-其他 | 0.31% | — | -18.95% | |
| 45 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.31% | — | -1.78% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | +0.13% | -1.44% | |
| 47 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 0.29% | -0.08% | +4.29% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.27% | — | -2.25% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.26% | -0.07% | +17.78% | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.25% | — | — |