CIK: 0002005353
申報總市值
US$5.0億
僅顯示前 200 大持股（共 219 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 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 9.68% | -1.58% | -12.47% | |
| 2 | BUXX | Strive Enhanced Income Short | ETF-其他 | 5.75% | +0.40% | +21.09% | |
| 3 | STXV | Strive 1000 Value ETF | ETF-其他 | 5.19% | — | +0.91% | |
| 4 | STXG | Strive 1000 Growth ETF | ETF-其他 | 5.08% | -0.70% | +3.64% | |
| 5 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 4.94% | +0.60% | -4.37% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.39% | — | +36.40% | |
| 7 | STXF | Strive 500 ETF | ETF-其他 | 3.02% | +0.18% | +8.94% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 2.32% | -0.40% | +19.75% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.95% | -0.36% | +24.15% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 1.93% | — | +4.21% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.75% | — | +10.11% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.69% | +0.13% | +40.09% | |
| 13 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.63% | — | +68.77% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.60% | — | +34.14% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.53% | — | +10.62% | |
| 16 | STXM | Strive Mid-cap ETF | ETF-其他 | 1.45% | -0.90% | EXIT | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.41% | — | +37.50% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.34% | -0.20% | +43.72% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.12% | — | -12.28% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.00% | — | +19.47% | |
| 21 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.84% | +0.17% | -0.07% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.82% | — | +7.44% | |
| 23 | STXT | Strive Total Return Bond ETF | ETF-其他 | 0.78% | — | +3.77% | |
| 24 | WMT | Walmart INC | 股票-非循環性消費 | 0.75% | — | +1.93% | |
| 25 | STXK | Strive Small-cap ETF | ETF-其他 | 0.75% | — | +3.26% | |
| 26 | XLE | Ss Energy Select Sector | ETF-其他 | 0.72% | — | +5.35% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.69% | — | +14.66% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.67% | — | +0.65% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | — | +51.76% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.64% | — | +25.10% | |
| 31 | GMAR | Ft Vest US Equity Moderate B | ETF-其他 | 0.61% | — | -4.49% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.60% | — | +0.61% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.60% | — | +1.94% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | +60.91% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.57% | -0.15% | +3.43% | |
| 36 | GNOV | Ft Vest US Equity Moderate B | ETF-其他 | 0.56% | — | -1.06% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | +0.12% | +2.37% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.55% | — | +16.92% | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.50% | — | +9.57% | |
| 40 | GOCT | Ft Vest US Equity Moderate B | ETF-其他 | 0.49% | — | -3.78% | |
| 41 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.47% | — | — | |
| 42 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.47% | — | +12.12% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.45% | +0.09% | +9.10% | |
| 44 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.43% | — | +5.04% | |
| 45 | DMAR | Ft Vest US Equity Deep Buffe | ETF-其他 | 0.43% | — | +109.55% | |
| 46 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.42% | +0.12% | +31.44% | |
| 47 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.40% | — | -3.53% | |
| 48 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股與成長 | 0.40% | — | +6.22% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.39% | — | +0.16% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.39% | — | +30.37% |