CIK: 0002050130
申報總市值
US$37.6億
僅顯示前 200 大持股（共 579 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.30% | +5.33% | -1.87% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.87% | +4.05% | -1.08% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.79% | -0.07% | +5.06% | |
| 4 | GLPI | Gaming And Leisure Propertie | 股票-房地產 | 2.94% | — | -0.00% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.30% | -0.41% | +6.32% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 2.15% | +2.52% | +0.46% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | — | +0.88% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.69% | -0.70% | -0.57% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.60% | -0.04% | -41.58% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.43% | — | +2.82% | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.27% | — | -2.24% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.26% | -0.36% | -2.27% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.17% | — | +2.37% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.04% | -0.45% | +0.33% | |
| 15 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.04% | -0.60% | -9.37% | |
| 16 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.97% | — | +6.27% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.97% | -0.83% | -4.85% | |
| 18 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.93% | — | +0.27% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.92% | +0.10% | -2.12% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.92% | — | +7.31% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.89% | — | -9.03% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.89% | +0.41% | -2.51% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.88% | +0.19% | -4.57% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.85% | -0.23% | -7.58% | |
| 25 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.81% | — | +69.09% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.80% | -0.57% | -4.21% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.77% | — | -5.50% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.76% | — | +8.86% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | — | +0.34% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.73% | -0.27% | +49.49% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.72% | — | -1.76% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | — | -5.80% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.67% | — | +13.31% | |
| 34 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.67% | -0.18% | -10.26% | |
| 35 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.66% | — | +204.48% | |
| 36 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.62% | — | +6.50% | |
| 37 | LRGG | Nomura Focused Large Growth | ETF-其他 | 0.61% | -0.64% | EXIT | |
| 38 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.58% | — | -3.65% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.55% | — | -4.26% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.54% | +1.23% | +21.74% | |
| 41 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 0.53% | — | +9.70% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.52% | +0.50% | -2.23% | |
| 43 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 0.51% | — | +23.50% | |
| 44 | TSLA | Tesla INC | 股票-循環性消費 | 0.49% | -0.09% | +10.80% | |
| 45 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.48% | — | +130.48% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.48% | — | -6.33% | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.46% | — | -2.77% | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.46% | -0.18% | +71.24% | |
| 49 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.45% | +0.77% | -0.11% | |
| 50 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-其他 | 0.45% | — | +3.69% |