CIK: 0001957124
申報總市值
US$7.2億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 24.89% | — | +2.26% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 8.82% | -0.59% | +5.20% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 8.82% | — | +3.73% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.86% | +0.17% | -2.43% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.28% | — | +0.22% | |
| 6 | SSO | Proshares Ultra S&p500 | ETF-其他 | 3.71% | -0.23% | +1.79% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.63% | +0.12% | +8.09% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.56% | +0.52% | +1.23% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.60% | — | -13.33% | |
| 10 | SPGM | State Street Spdr Portfolio | ETF-其他 | 2.41% | — | +0.05% | |
| 11 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 2.07% | — | -4.42% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.73% | — | -47.33% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.71% | — | +9.91% | |
| 14 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 1.46% | — | +5.02% | |
| 15 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股與成長 | 1.45% | — | — | |
| 16 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 1.36% | — | +2.20% | |
| 17 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股與成長 | 1.12% | — | — | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | -0.45% | +22.21% | |
| 19 | ✓ | Innovator Etfs Tr | ETF-其他 | 1.07% | — | +16.72% | |
| 20 | ✓ | Innovator Etfs Tr | ETF-其他 | 1.00% | — | +172.18% | |
| 21 | ✓ | 股票-其他 | 0.93% | — | +48.44% | ||
| 22 | AAPL | Apple INC | 股票-科技 | 0.87% | -0.15% | +5.97% | |
| 23 | CDC | Victoryshares US Eq Income E | ETF-其他 | 0.85% | — | -37.54% | |
| 24 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.82% | — | +9.18% | |
| 25 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 0.69% | +0.34% | +13.43% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.68% | — | +5.18% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | -0.28% | +29.71% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.57% | -0.35% | +45.04% | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.55% | — | +21.54% | |
| 30 | ✓ | Innovator Etfs Trust | ETF-其他 | 0.54% | — | +43.91% | |
| 31 | INTU | Intuit INC | 股票-科技 | 0.48% | -0.25% | +45.20% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | -0.23% | +44.01% | |
| 33 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.46% | -0.17% | — | |
| 34 | SYK | Stryker CORP | 股票-醫療保健 | 0.45% | -0.18% | +39.08% | |
| 35 | WM | Waste Management INC | 股票-工業 | 0.41% | — | +8.35% | |
| 36 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.41% | -0.47% | EXIT | |
| 37 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.40% | — | +30.83% | |
| 38 | GWW | Ww Grainger INC | 股票-工業 | 0.37% | — | +40.71% | |
| 39 | ADBE | Adobe INC | 股票-科技 | 0.36% | -0.19% | EXIT | |
| 40 | FISV | Fiserv INC | 股票-其他 | 0.35% | — | +34.41% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.35% | -0.17% | +49.59% | |
| 42 | SDSI | Amer Cent Sh Dur Strat INC | ETF-其他 | 0.34% | — | — | |
| 43 | CRM | Salesforce INC | 股票-科技 | 0.31% | -0.28% | EXIT | |
| 44 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.30% | — | +5.34% | |
| 45 | ADP | Automatic Data Processing | 股票-科技 | 0.26% | — | +38.45% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.26% | — | +0.70% | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.26% | — | — | |
| 48 | ETN | Eaton Corporation plc | 股票-工業 | 0.26% | — | +169.91% | |
| 49 | HD | Home Depot INC | 股票-循環性消費 | 0.25% | — | +5.43% | |
| 50 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.24% | — | +33.96% |