CIK: 0001796874
申報總市值
US$14.6億
僅顯示前 200 大持股（共 344 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 | 14.48% | -0.14% | -1.49% | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 8.09% | -0.79% | -1.05% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.91% | -2.68% | +1.09% | |
| 4 | AMD | Advanced Micro Devices | 股票-科技 | 5.96% | +0.18% | +1.82% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.72% | +0.08% | +966.61% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.11% | — | -8.89% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.51% | +0.10% | -2.56% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.36% | +0.33% | +11.09% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.31% | +0.13% | -6.52% | |
| 10 | GTO | Invesco Total Return Bond Et | ETF-其他 | 1.77% | -0.08% | -7.63% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.73% | — | +2.29% | |
| 12 | IQLT | Ishares Msci International Q | ETF-其他 | 1.40% | — | +2.31% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.27% | -0.44% | -1.39% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.17% | — | +2.54% | |
| 15 | ABBV | Abbvie INC | 股票-醫療保健 | 1.11% | -0.02% | -3.15% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.05% | — | +1.40% | |
| 17 | FMB | First Trust Managed Municipa | ETF-其他 | 1.00% | — | -13.23% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.00% | — | -2.08% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.87% | — | +3.04% | |
| 20 | GOF | Guggenheim Strategic Opport | 股票-其他 | 0.82% | +0.01% | +20.13% | |
| 21 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.78% | +0.33% | -5.28% | |
| 22 | NOC | Northrop Grumman CORP | 股票-工業 | 0.73% | — | -0.17% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.73% | — | +7.05% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.60% | — | -4.98% | |
| 25 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.58% | — | +11.96% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.52% | — | +9.63% | |
| 27 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 0.51% | -0.38% | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.50% | -0.59% | +0.14% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.49% | -0.18% | +6.37% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.46% | — | +92.05% | |
| 31 | BP | Bp Plc-spons Adr | 股票-能源 | 0.42% | — | -5.06% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.42% | — | -4.08% | |
| 33 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.39% | — | -3.46% | |
| 34 | TPC | Tutor Perini CORP | 股票-其他 | 0.39% | -0.39% | -20.19% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.38% | — | +0.08% | |
| 36 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.37% | — | +36.08% | |
| 37 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 股票-其他 | 0.36% | — | — | |
| 38 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.35% | — | +35.97% | |
| 39 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.35% | +0.18% | +75.27% | |
| 40 | FCX | Freeport-mcmoran INC | 股票-原物料 | 0.33% | — | -2.37% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | -0.06% | -0.49% | |
| 42 | TSLA | Tesla INC | 股票-循環性消費 | 0.32% | — | +26.45% | |
| 43 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.32% | — | +11.59% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.31% | — | +1.84% | |
| 45 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.31% | -0.08% | +0.43% | |
| 46 | BA | Boeing Co/the | 股票-工業 | 0.31% | — | -0.81% | |
| 47 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.30% | — | +1.27% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.30% | — | -1.60% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.30% | — | +4.88% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.30% | — | -4.45% |