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 | 20.61% | -1.10% | +0.34% | |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 9.92% | +0.92% | +6.40% | |
| 3 | KNX | Knight-swift Transportation | 股票-工業 | 9.05% | — | -0.00% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 7.88% | +0.32% | -1.19% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 4.45% | -0.33% | -1.72% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 4.28% | — | +2.05% | |
| 7 | AAPL | Apple INC | 股票-科技 | 4.00% | -0.29% | +0.14% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.01% | +0.28% | -0.59% | |
| 9 | FXL | First Trust Technology Alpha | ETF-科技型 | 2.13% | -0.17% | -3.14% | |
| 10 | TSLA | Tesla INC | 股票-循環性消費 | 1.91% | +0.32% | +8.93% | |
| 11 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 1.71% | — | +0.72% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.57% | -0.11% | +0.60% | |
| 13 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.27% | -0.10% | -16.09% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.25% | — | -0.53% | |
| 15 | WMT | Walmart INC | 股票-非循環性消費 | 1.19% | — | +0.97% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.07% | — | -0.60% | |
| 17 | OKLO | Oklo INC | 股票-公用事業 | 0.75% | -0.15% | -12.59% | |
| 18 | FTA | First Trust L C Val Alp | ETF-其他 | 0.73% | — | -1.20% | |
| 19 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-其他 | 0.71% | +0.30% | NEW | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.71% | -0.12% | +0.14% | |
| 21 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.68% | — | +43.93% | |
| 22 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-其他 | 0.63% | -0.20% | +206.74% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.63% | — | -1.27% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.62% | +0.06% | +47.45% | |
| 25 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.61% | -0.12% | — | |
| 26 | SVIX | -1x Short Vix Futures ETF | ETF-其他 | 0.60% | — | -11.16% | |
| 27 | RSST | Return Stacked US Sm Ftr ETF | ETF-其他 | 0.60% | — | +45.92% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.58% | +0.40% | +0.71% | |
| 29 | RGTI | Rigetti Computing INC | 股票-科技 | 0.57% | — | +0.32% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.57% | — | -0.53% | |
| 31 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.53% | — | +28.93% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.46% | -0.07% | +0.32% | |
| 33 | QBTS | D-wave Quantum INC | 股票-科技 | 0.45% | -0.08% | +0.46% | |
| 34 | FMHI | First Trust Municipal High I | ETF-其他 | 0.44% | — | +0.11% | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.43% | — | — | |
| 36 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.42% | — | +26.52% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | — | +0.13% | |
| 38 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 0.40% | — | -24.84% | |
| 39 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 0.39% | -0.08% | -1.54% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | +0.13% | -5.90% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.35% | +0.05% | -29.02% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.34% | -0.17% | -17.32% | |
| 43 | GDE | Wisdomtree Efficient Gold Pl | ETF-避險與商品 | 0.33% | +0.43% | — | |
| 44 | PEP | Pepsico INC | 股票-非循環性消費 | 0.32% | — | +0.09% | |
| 45 | IONQ | Ionq INC | 股票-科技 | 0.30% | — | +7.02% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.29% | — | -0.63% | |
| 47 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.28% | — | +3.44% | |
| 48 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.26% | — | +8.29% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.25% | — | +28.10% | |
| 50 | HD | Home Depot INC | 股票-循環性消費 | 0.24% | — | +3.31% |