CIK: 0001800513
申報總市值
US$6.6億
僅顯示前 200 大持股（共 997 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 | 7.70% | -0.12% | +2.77% | |
| 2 | ABBV | Abbvie INC | 股票-醫療保健 | 7.01% | -0.03% | -2.23% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.04% | -0.23% | +1.33% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.68% | -0.05% | +4.28% | |
| 5 | ABT | Abbott Laboratories | 股票-醫療保健 | 3.60% | -0.42% | -1.50% | |
| 6 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 3.60% | -0.05% | -0.33% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.38% | -0.11% | +5.57% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.22% | -0.16% | +0.24% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.20% | -0.10% | -0.61% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-其他 | 3.04% | — | +1.95% | |
| 11 | BAX | Baxter International INC | 股票-醫療保健 | 2.89% | -0.04% | +0.79% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.51% | -0.04% | +1.62% | |
| 13 | XLF | Ss Financial Select Sector | ETF-其他 | 2.44% | — | +6.51% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.25% | -0.03% | -0.68% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.99% | -0.06% | -4.39% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.99% | -0.05% | -2.81% | |
| 17 | TSLA | Tesla INC | 股票-循環性消費 | 1.62% | -0.13% | -7.40% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.59% | — | +4.01% | |
| 19 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.13% | — | -0.11% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.12% | -0.15% | +1.37% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.07% | — | +5.59% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.02% | — | -0.75% | |
| 23 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.98% | — | +5.28% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.89% | — | +14.38% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.86% | -0.03% | +0.71% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.79% | — | -0.34% | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.78% | — | -0.95% | |
| 28 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.74% | — | +0.11% | |
| 29 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.71% | — | +6.77% | |
| 30 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.70% | — | +7.00% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.66% | — | — | |
| 32 | ✓ | Indexiq ETF Tr | ETF-大型股與成長 | 0.53% | — | -0.18% | |
| 33 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.51% | — | +4.43% | |
| 34 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.47% | — | +7.25% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.46% | — | -0.22% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.46% | -0.03% | +51.85% | |
| 37 | XLE | Ss Energy Select Sector | ETF-其他 | 0.46% | — | -4.63% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.45% | — | +26.26% | |
| 39 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.41% | — | — | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.41% | — | -1.55% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.38% | — | +0.07% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.37% | — | -2.04% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | — | +89.93% | |
| 44 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.36% | — | +0.04% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.36% | — | -4.54% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.35% | — | +0.24% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | +0.11% | -1.38% | |
| 48 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-其他 | 0.31% | — | -6.52% | |
| 49 | VAW | Vanguard Materials ETF | ETF-其他 | 0.31% | — | +6.99% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.29% | — | — |