CIK: 0001796874
申報總市值
US$14.6億
僅顯示前 200 大持股（共 1465 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 | AAPL | Apple INC | 股票-科技 | 10.59% | -0.14% | +18.64% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.33% | -2.68% | +192.75% | |
| 3 | AMD | Advanced Micro Devices | 股票-科技 | 4.22% | +0.18% | +192.23% | |
| 4 | NOC | Northrop Grumman CORP | 股票-工業 | 3.89% | — | +24.98% | |
| 5 | BP | Bp Plc-spons Adr | 股票-能源 | 3.05% | — | +127.53% | |
| 6 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 2.37% | — | +39740.51% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.07% | +0.10% | +5.50% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.07% | — | +21.71% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.99% | — | +8.81% | |
| 10 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.96% | — | +1393.04% | |
| 11 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.89% | — | +576.19% | |
| 12 | T | At&t INC | 股票-通訊服務 | 1.68% | — | -2.62% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.42% | — | +284.25% | |
| 14 | GTO | Invesco Total Return Bond Et | ETF-其他 | 1.38% | -0.08% | +36.28% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.38% | — | +44.55% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.28% | -0.79% | +16.77% | |
| 17 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 1.23% | — | +7.71% | |
| 18 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.08% | — | +196.72% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.04% | — | +23.50% | |
| 20 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 1.01% | — | +30.60% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.92% | — | -11.22% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.89% | — | +13.35% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.88% | — | +5.04% | |
| 24 | BA | Boeing Co/the | 股票-工業 | 0.87% | — | +575.46% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.80% | — | +32.13% | |
| 26 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.80% | — | +2.30% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.73% | — | +53.82% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.06% | -2.55% | |
| 29 | SFM | Sprouts Farmers Market INC | 股票-非循環性消費 | 0.63% | — | -9.96% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.58% | — | +204.18% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.57% | — | -2.04% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | +1.75% | |
| 33 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.54% | — | +15.71% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.52% | — | +2.08% | |
| 35 | JYNT | Joint Corp/the | 股票-其他 | 0.51% | — | +2.28% | |
| 36 | NKTREUR | Nektar Therapeutics | 股票-其他 | 0.49% | — | -18.54% | |
| 37 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.49% | — | +113.35% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.49% | -0.02% | +22.74% | |
| 39 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.48% | — | +64.54% | |
| 40 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.46% | +0.18% | +2815.43% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.44% | — | +64.71% | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.43% | — | +36.60% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.41% | — | +1766.70% | |
| 44 | CME | Cme Group INC | 股票-金融 | 0.39% | — | +0.93% | |
| 45 | HD | Home Depot INC | 股票-循環性消費 | 0.39% | — | +1032.36% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.37% | — | -36.18% | |
| 47 | IQLT | Ishares Msci International Q | ETF-其他 | 0.37% | — | +24.01% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.37% | — | +96.87% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.35% | -0.44% | +149.53% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.33% | +0.33% | +8.40% |