CIK: 0001793904
申報總市值
US$10.1億
僅顯示前 200 大持股（共 443 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.82% | +0.32% | +38.85% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.52% | -0.61% | -2.03% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 4.46% | — | +22.81% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.91% | -0.57% | +5.58% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.79% | — | +1.35% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.63% | -0.10% | -0.47% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.52% | -0.15% | +14.41% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.47% | +0.32% | — | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.31% | +0.38% | +28.95% | |
| 10 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.30% | +0.25% | -9.35% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.23% | — | -8.48% | |
| 12 | COMT | Ishares Gsci Commodity Dynam | ETF-避險與商品 | 1.08% | — | +13.51% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.04% | +1.01% | -17.83% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.93% | -0.32% | -20.43% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.88% | — | -54.34% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.79% | — | -2.96% | |
| 17 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.78% | — | +1.08% | |
| 18 | ABBV | Abbvie INC | 股票-醫療保健 | 0.78% | — | +5.27% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.78% | — | -0.62% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.76% | +0.80% | +20.28% | |
| 21 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.70% | -0.29% | -0.04% | |
| 22 | ICLN | Ishares Global Clean Energy | ETF-其他 | 0.70% | — | +22.14% | |
| 23 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.68% | — | +65.16% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.66% | +0.16% | -17.63% | |
| 25 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.65% | +0.13% | +19.45% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.59% | — | -0.45% | |
| 27 | OZ | Belpointe Prep Llc- Class A | 股票-其他 | 0.58% | — | — | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.56% | — | +2.91% | |
| 29 | IYE | Ishares U.s. Energy ETF | ETF-其他 | 0.55% | — | +31.71% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.53% | -1.27% | +32.27% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.52% | — | +4.38% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.51% | — | -8.55% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.49% | — | +5.16% | |
| 34 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.48% | — | +790.79% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.46% | — | +10.53% | |
| 36 | NEE | Nextera Energy INC | 股票-公用事業 | 0.45% | — | +63.46% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | — | +6.08% | |
| 38 | T | At&t INC | 股票-通訊服務 | 0.44% | — | +21.57% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.43% | — | -0.22% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.42% | — | +1.48% | |
| 41 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.42% | — | -4.96% | |
| 42 | PM | Philip Morris International | 股票-非循環性消費 | 0.42% | — | -6.13% | |
| 43 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.42% | — | -39.64% | |
| 44 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.42% | — | +2.72% | |
| 45 | IVLU | Ishares Msci International V | ETF-其他 | 0.41% | — | +165.28% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | — | +1.49% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.40% | — | -11.28% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.40% | — | +39.30% | |
| 49 | PEP | Pepsico INC | 股票-非循環性消費 | 0.40% | — | -16.73% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | — | +12.79% |