CIK: 0001667074
申報總市值
US$10.5億
僅顯示前 200 大持股（共 244 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 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 5.61% | +2.38% | +13.35% | |
| 2 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 5.00% | -0.80% | +41.80% | |
| 3 | IBIE | Ishares Ibonds Oct 2028 Tt | ETF-其他 | 4.80% | -0.54% | — | |
| 4 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-其他 | 4.78% | -0.46% | +28.61% | |
| 5 | IBIG | Ishares Ibonds Oct 2030 Tt | ETF-其他 | 4.42% | -0.42% | — | |
| 6 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-其他 | 4.40% | -0.37% | +14.61% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 4.30% | — | -21.33% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 3.83% | +0.20% | +26.46% | |
| 9 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 3.58% | +0.28% | -10.13% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.57% | -0.35% | -8.43% | |
| 11 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 3.14% | +0.04% | +48.90% | |
| 12 | SMIZ | Zacks Small/mid Cap ETF | ETF-其他 | 2.56% | +0.18% | +10.35% | |
| 13 | AAPL | Apple INC | 股票-科技 | 2.49% | -0.46% | -4.05% | |
| 14 | CLOI | Vaneck Clo ETF | ETF-其他 | 2.15% | +0.29% | +4.06% | |
| 15 | COMT | Ishares Gsci Commodity Dynam | ETF-避險與商品 | 1.88% | -1.69% | — | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.83% | -0.44% | -4.90% | |
| 17 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.81% | +0.25% | +3253.95% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.62% | +0.07% | +13.92% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.48% | -0.31% | -2.10% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.29% | +0.10% | -2.07% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.23% | +0.09% | +26.73% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.14% | — | -1.45% | |
| 23 | ZECP | Zacks Earnings Consistent Po | ETF-其他 | 0.98% | — | +16.13% | |
| 24 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.81% | — | +1.33% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.78% | — | -1.89% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | — | -4.05% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | — | -9.81% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.65% | -0.17% | +7.24% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.58% | — | -3.49% | |
| 30 | NVDL | Granitesh 2x Lng Nvda ETF | ETF-其他 | 0.56% | — | -7.50% | |
| 31 | ABBV | Abbvie INC | 股票-醫療保健 | 0.56% | — | -0.88% | |
| 32 | GS | Goldman Sachs Group INC | 股票-金融 | 0.55% | — | -1.03% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.54% | +0.13% | +3.30% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | — | +4.61% | |
| 35 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.51% | — | +3.35% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | +0.16% | -1.90% | |
| 37 | EMR | Emerson Electric Co | 股票-工業 | 0.47% | — | -11.06% | |
| 38 | BROS | Dutch Bros Inc-class A | 股票-循環性消費 | 0.47% | — | -0.54% | |
| 39 | ARKK | Ark Innovation ETF | ETF-其他 | 0.45% | -0.24% | -10.51% | |
| 40 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.41% | -0.45% | EXIT | |
| 41 | MMM | 3m Co | 股票-工業 | 0.41% | — | -6.13% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.41% | — | -86.90% | |
| 43 | URI | United Rentals INC | 股票-工業 | 0.40% | — | -10.37% | |
| 44 | USB | US Bancorp | 股票-金融 | 0.39% | — | +2.99% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.39% | — | -80.03% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.37% | +0.18% | -2.78% | |
| 47 | PEP | Pepsico INC | 股票-非循環性消費 | 0.36% | -0.24% | -1.84% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.36% | — | +24.36% | |
| 49 | SMOT | Vaneck Morningstar Smid Moat | ETF-其他 | 0.34% | — | -2.58% | |
| 50 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.33% | — | +835.78% |