CIK: 0001667074
申報總市值
US$10.5億
僅顯示前 200 大持股（共 266 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 | 6.06% | +2.38% | +2.30% | |
| 2 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 4.39% | -0.80% | -1.28% | |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 4.26% | +0.20% | +1.91% | |
| 4 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-其他 | 4.25% | -0.46% | -1.02% | |
| 5 | IBIE | Ishares Ibonds Oct 2028 Tt | ETF-其他 | 4.24% | -0.54% | +0.17% | |
| 6 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-其他 | 3.99% | -0.37% | +0.64% | |
| 7 | IBIG | Ishares Ibonds Oct 2030 Tt | ETF-其他 | 3.91% | -0.42% | +1.24% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 3.88% | — | -2.20% | |
| 9 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 3.63% | +0.04% | +5.42% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.38% | -0.35% | -1.05% | |
| 11 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 3.29% | +0.28% | -1.41% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.87% | -0.46% | -2.07% | |
| 13 | SMIZ | Zacks Small/mid Cap ETF | ETF-其他 | 2.19% | +0.18% | -0.41% | |
| 14 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 1.94% | +0.17% | +305.48% | |
| 15 | CLOI | Vaneck Clo ETF | ETF-其他 | 1.89% | +0.29% | +6.31% | |
| 16 | COMT | Ishares Gsci Commodity Dynam | ETF-避險與商品 | 1.72% | -1.69% | +2.27% | |
| 17 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.67% | +0.25% | +1.64% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.58% | +0.07% | -2.39% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.56% | -0.44% | -0.68% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.47% | -0.31% | +2.00% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.37% | -0.55% | +3.18% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.27% | +0.09% | -1.73% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.25% | +0.10% | -1.52% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.04% | — | -0.61% | |
| 25 | ZECP | Zacks Earnings Consistent Po | ETF-其他 | 0.88% | — | -5.13% | |
| 26 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.81% | — | +2.50% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.77% | -0.17% | -3.58% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.75% | — | -1.17% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | — | +0.17% | |
| 30 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.68% | — | +9.17% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.67% | — | -0.73% | |
| 32 | ABBV | Abbvie INC | 股票-醫療保健 | 0.62% | — | +0.30% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | +0.07% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.61% | — | +0.40% | |
| 35 | NVDL | Granitesh 2x Lng Nvda ETF | ETF-其他 | 0.59% | — | -2.95% | |
| 36 | MU | Micron Technology INC | 股票-科技 | 0.54% | — | -6.60% | |
| 37 | GS | Goldman Sachs Group INC | 股票-金融 | 0.53% | — | +0.69% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.52% | +0.13% | +0.76% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.51% | -0.35% | +112.17% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | +0.16% | +1.04% | |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.45% | -0.45% | EXIT | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.44% | — | -1.48% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.42% | — | -2.48% | |
| 44 | USB | US Bancorp | 股票-金融 | 0.41% | — | -0.77% | |
| 45 | EMR | Emerson Electric Co | 股票-工業 | 0.40% | — | +1.63% | |
| 46 | MMM | 3m Co | 股票-工業 | 0.39% | — | +0.94% | |
| 47 | QUIZ | Zacks Qlty Inter'l Fund | ETF-其他 | 0.39% | — | — | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.38% | — | -1.73% | |
| 49 | BROS | Dutch Bros Inc-class A | 股票-循環性消費 | 0.37% | — | -0.49% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.36% | +0.18% | -0.05% |