CIK: 0001796874
申報總市值
US$14.6億
僅顯示前 200 大持股（共 374 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 | 14.38% | -0.14% | -1.86% | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 7.99% | -0.79% | +0.73% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.33% | -2.68% | -0.15% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 6.22% | +0.08% | +8.01% | |
| 5 | AMD | Advanced Micro Devices | 股票-科技 | 3.01% | +0.18% | -20.99% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.93% | — | -2.79% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.49% | +0.10% | +2.07% | |
| 8 | GOF | Guggenheim Strategic Opport | 股票-其他 | 2.44% | +0.01% | +42.35% | |
| 9 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 2.02% | +0.33% | +132.20% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.97% | +0.33% | +11.02% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.55% | — | +0.37% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.27% | — | +2.85% | |
| 13 | ABBV | Abbvie INC | 股票-醫療保健 | 1.23% | -0.02% | -3.46% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.19% | — | +3.62% | |
| 15 | GTO | Invesco Total Return Bond Et | ETF-其他 | 1.15% | -0.08% | -38.58% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.06% | -0.44% | -2.09% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.05% | — | +0.49% | |
| 18 | IQLT | Ishares Msci International Q | ETF-其他 | 0.97% | — | -4.80% | |
| 19 | FMB | First Trust Managed Municipa | ETF-其他 | 0.97% | — | +0.77% | |
| 20 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.87% | +0.18% | -1.84% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.84% | — | -2.07% | |
| 22 | NOC | Northrop Grumman CORP | 股票-工業 | 0.81% | — | -0.52% | |
| 23 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 0.79% | +0.21% | +74.10% | |
| 24 | JIVE | JPM Interntl Value ETF | ETF-其他 | 0.79% | — | +46.64% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.76% | — | -3.69% | |
| 26 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.72% | — | -0.07% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.59% | -0.59% | +5.35% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.59% | +0.34% | — | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.58% | — | +9.17% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | +0.13% | -15.22% | |
| 31 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.55% | — | +12.67% | |
| 32 | TSLA | Tesla INC | 股票-循環性消費 | 0.55% | — | +28.09% | |
| 33 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.52% | -0.06% | +5.32% | |
| 34 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 0.51% | -0.38% | +2.90% | |
| 35 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-其他 | 0.51% | — | +5.43% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | -0.06% | +21.14% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.47% | — | -0.75% | |
| 38 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.46% | -0.08% | +40.84% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.44% | — | -7.51% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.44% | -0.18% | +6.67% | |
| 41 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.41% | — | +1.01% | |
| 42 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.35% | — | +3.13% | |
| 43 | TPC | Tutor Perini CORP | 股票-其他 | 0.34% | -0.39% | +4.72% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.34% | — | +15.02% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | — | +3.39% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.33% | — | -19.23% | |
| 47 | MO | Altria Group INC | 股票-非循環性消費 | 0.32% | — | -0.73% | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.32% | — | +10.33% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.31% | — | -19.96% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.31% | — | +47.20% |