CIK: 0001796874
申報總市值
US$14.6億
僅顯示前 200 大持股（共 363 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 | 15.79% | -0.14% | -0.57% | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 8.75% | -0.79% | +3.67% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.82% | +0.08% | +17.93% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 6.81% | -2.68% | +0.76% | |
| 5 | AMD | Advanced Micro Devices | 股票-科技 | 4.27% | +0.18% | +5.01% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.02% | — | -5.63% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.55% | +0.10% | -2.10% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.08% | +0.33% | +3.51% | |
| 9 | GTO | Invesco Total Return Bond Et | ETF-其他 | 1.77% | -0.08% | +4.59% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.62% | — | -7.41% | |
| 11 | GOF | Guggenheim Strategic Opport | 股票-其他 | 1.61% | +0.01% | +53.33% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.18% | — | +3.74% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.13% | -0.44% | +1.23% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.09% | — | +2.31% | |
| 15 | ABBV | Abbvie INC | 股票-醫療保健 | 1.03% | -0.02% | -1.75% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.95% | — | -0.97% | |
| 17 | FMB | First Trust Managed Municipa | ETF-其他 | 0.93% | — | -4.92% | |
| 18 | IQLT | Ishares Msci International Q | ETF-其他 | 0.91% | — | -27.48% | |
| 19 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.83% | +0.18% | -8.10% | |
| 20 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.81% | +0.33% | +0.81% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.80% | — | +214.01% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.74% | — | -21.63% | |
| 23 | NOC | Northrop Grumman CORP | 股票-工業 | 0.71% | — | +0.03% | |
| 24 | TSLA | Tesla INC | 股票-循環性消費 | 0.64% | — | +5.93% | |
| 25 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.61% | — | +10.10% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.13% | -67.84% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.57% | -0.59% | -33.17% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.53% | — | -8.99% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.50% | — | -12.15% | |
| 30 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-其他 | 0.48% | — | +50.14% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.48% | -0.18% | +3.58% | |
| 32 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.48% | — | +58.13% | |
| 33 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 0.47% | -0.38% | -1.56% | |
| 34 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 0.47% | +0.21% | +82.22% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.46% | — | +1.71% | |
| 36 | JIVE | JPM Interntl Value ETF | ETF-其他 | 0.46% | — | — | |
| 37 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.42% | -0.06% | +22.21% | |
| 38 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 股票-其他 | 0.41% | — | +20.86% | |
| 39 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.41% | — | -12.86% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.38% | — | +1.04% | |
| 41 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.34% | — | -4.92% | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.34% | -0.08% | +5.63% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | -0.06% | -0.39% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.33% | — | -4.32% | |
| 45 | TPC | Tutor Perini CORP | 股票-其他 | 0.33% | -0.39% | -12.16% | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.31% | — | -4.46% | |
| 47 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.31% | — | +4.81% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.31% | — | -4.66% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.29% | — | +4.40% | |
| 50 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.28% | — | +67.66% |