CIK: 0001796874
申報總市值
US$14.6億
僅顯示前 200 大持股（共 295 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 | 17.73% | -0.14% | +3.77% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.09% | -2.68% | +7.15% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 5.86% | -0.79% | +12.91% | |
| 4 | AMD | Advanced Micro Devices | 股票-科技 | 4.80% | +0.18% | +14.57% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 4.15% | +0.13% | +3.65% | |
| 6 | GTO | Invesco Total Return Bond Et | ETF-其他 | 2.64% | -0.08% | +5.07% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.47% | — | +1.77% | |
| 8 | ABBV | Abbvie INC | 股票-醫療保健 | 2.22% | -0.02% | +7.61% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.13% | +0.10% | +4.41% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.70% | — | -1.47% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.37% | +0.08% | +3.11% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.36% | — | +27.72% | |
| 13 | FMB | First Trust Managed Municipa | ETF-其他 | 1.35% | — | +4.90% | |
| 14 | IQLT | Ishares Msci International Q | ETF-其他 | 1.32% | — | +2.88% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.24% | -0.44% | +16.22% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.23% | — | +2.28% | |
| 17 | NOC | Northrop Grumman CORP | 股票-工業 | 1.17% | — | +0.09% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.13% | — | -4.68% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.09% | — | +0.68% | |
| 20 | BP | Bp Plc-spons Adr | 股票-能源 | 0.73% | — | +9.09% | |
| 21 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.68% | — | +13.68% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.63% | +0.33% | -31.85% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.62% | — | +1.42% | |
| 24 | GOF | Guggenheim Strategic Opport | 股票-其他 | 0.62% | +0.01% | +43.59% | |
| 25 | FCX | Freeport-mcmoran INC | 股票-原物料 | 0.61% | — | -9.69% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.60% | — | +5.65% | |
| 27 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.59% | — | +9.02% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.57% | — | -6.76% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.56% | — | +3.91% | |
| 30 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.56% | — | +2.77% | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.50% | — | -1.83% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.48% | — | +2.46% | |
| 33 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.48% | -0.10% | -6.11% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.48% | — | +23.80% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.47% | — | +731.46% | |
| 36 | BA | Boeing Co/the | 股票-工業 | 0.45% | — | +19.55% | |
| 37 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.44% | — | +1.17% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.43% | — | +4.48% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.43% | — | +14.08% | |
| 40 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.42% | — | -24.25% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.41% | — | -0.07% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.37% | — | — | |
| 43 | T | At&t INC | 股票-通訊服務 | 0.36% | — | +17.26% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.36% | -0.18% | +9.34% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.35% | -0.09% | +40.98% | |
| 46 | HYXF | Ishares Esg Adv High Yield | ETF-非投資等級債 | 0.34% | — | +13.27% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.33% | — | +19.15% | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.33% | — | +42.45% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | -0.06% | +1.75% | |
| 50 | TSLA | Tesla INC | 股票-循環性消費 | 0.32% | — | +30.08% |