CIK: 0001800513
申報總市值
US$6.6億
僅顯示前 200 大持股（共 777 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.21% | -0.12% | +7.42% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.38% | -0.23% | +5.26% | |
| 3 | ABBV | Abbvie INC | 股票-醫療保健 | 5.53% | -0.03% | +3.27% | |
| 4 | ABT | Abbott Laboratories | 股票-醫療保健 | 4.38% | -0.42% | +2.63% | |
| 5 | BAX | Baxter International INC | 股票-醫療保健 | 4.25% | -0.04% | +4.43% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.99% | -0.11% | +0.04% | |
| 7 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.58% | -0.10% | +2.60% | |
| 8 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 3.53% | -0.05% | -0.61% | |
| 9 | AAPL | Apple INC | 股票-科技 | 3.06% | -0.16% | +5.76% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.02% | -0.04% | -17.31% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.99% | -0.03% | -1.75% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.92% | -0.06% | +1.65% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.31% | — | +6.30% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.98% | -0.05% | +13.66% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.60% | -0.05% | -2.47% | |
| 16 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.53% | — | +7.54% | |
| 17 | TSLA | Tesla INC | 股票-循環性消費 | 1.49% | -0.13% | -1.09% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.24% | — | -0.36% | |
| 19 | XLF | Ss Financial Select Sector | ETF-其他 | 1.20% | — | +155.12% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.11% | -0.15% | +5.41% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.10% | — | -0.39% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.02% | -0.03% | +5.54% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.95% | — | +0.01% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.90% | — | — | |
| 25 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.89% | — | -21.12% | |
| 26 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.78% | — | +0.11% | |
| 27 | ✓ | Indexiq ETF Tr | ETF-大型股與成長 | 0.67% | — | -5.74% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.58% | — | -26.40% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.55% | — | -3.08% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.55% | — | -5.45% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.49% | — | +1.58% | |
| 32 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.48% | — | +0.03% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.47% | — | -1.50% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.43% | — | -4.39% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.43% | — | -5.33% | |
| 36 | TAK | Takeda Pharmaceutic-sp Adr | 股票-醫療保健 | 0.42% | — | -4.70% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.41% | — | -16.81% | |
| 38 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.41% | — | +12.88% | |
| 39 | ARKK | Ark Innovation ETF | ETF-其他 | 0.40% | — | +5219.67% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.38% | — | — | |
| 41 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.38% | — | -1.13% | |
| 42 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.37% | — | +34.06% | |
| 43 | CRM | Salesforce INC | 股票-科技 | 0.37% | -0.11% | -3.28% | |
| 44 | XITK | Ss Spdr F Inno Tech ETF | ETF-科技型 | 0.35% | — | +246.04% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.31% | -0.03% | -5.11% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | +0.11% | +4.70% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.30% | — | -7.24% | |
| 48 | T | At&t INC | 股票-通訊服務 | 0.28% | — | -3.04% | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.27% | — | -1.03% | |
| 50 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.27% | — | +0.03% |