CIK: 0001767313
申報總市值
US$4.3億
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 9.12% | +0.19% | +3.62% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.98% | -0.21% | -2.21% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.52% | -0.23% | +2.84% | |
| 4 | BTT | Blackrock 2030 Muni Trgt Trm | 股票-其他 | 4.18% | — | +11.61% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.90% | -0.35% | +14.72% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.54% | -0.19% | +3.92% | |
| 7 | FDN | First Trust Dj Internet Ind | ETF-其他 | 3.13% | -0.11% | -1.77% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.83% | -0.25% | +2.69% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.26% | -0.18% | -8.53% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.21% | +0.12% | +3.49% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 2.06% | -0.14% | +0.22% | |
| 12 | EMR | Emerson Electric Co | 股票-工業 | 1.90% | — | -1.56% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.89% | — | +4.84% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.75% | — | -0.68% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.71% | -0.19% | +2.07% | |
| 16 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 1.54% | — | +5.41% | |
| 17 | XLF | Ss Financial Select Sector | ETF-其他 | 1.48% | — | -10.25% | |
| 18 | FTCS | First Trust Capital Strength | ETF-其他 | 1.31% | — | -7.16% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.31% | -0.27% | +26.11% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.30% | — | -0.37% | |
| 21 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 1.27% | — | +1.64% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.18% | — | -1.04% | |
| 23 | NFLX | Netflix INC | 股票-通訊服務 | 1.17% | — | -12.46% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.08% | -0.07% | -1.32% | |
| 25 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.07% | — | +74.73% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | — | -1.38% | |
| 27 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-科技型 | 0.96% | -0.34% | +0.02% | |
| 28 | ✓ | 股票-其他 | 0.88% | — | +75.93% | ||
| 29 | ARKK | Ark Innovation ETF | ETF-其他 | 0.86% | — | +7.09% | |
| 30 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.84% | -0.14% | +1.52% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.83% | — | +1.12% | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.79% | — | +13.04% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.77% | — | -19.62% | |
| 34 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.72% | — | -12.00% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.72% | — | -9.79% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.71% | — | +2.04% | |
| 37 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.69% | — | -0.59% | |
| 38 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.69% | — | -7.25% | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | -0.29% | +0.93% | |
| 40 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.63% | — | +29.09% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | — | +7.60% | |
| 42 | GFY | Western Asset Var Rt Strat | 股票-其他 | 0.60% | — | -1.49% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.60% | — | -0.48% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.58% | — | -1.91% | |
| 45 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.56% | — | +23.64% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | -2.72% | |
| 47 | NUV | Nuveen Municipal Value | 股票-其他 | 0.56% | — | +2.33% | |
| 48 | ABBV | Abbvie INC | 股票-醫療保健 | 0.56% | — | +0.29% | |
| 49 | PDP | Invesco Dorsey Wright Moment | ETF-其他 | 0.48% | — | -2.68% | |
| 50 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-其他 | 0.48% | — | +0.13% |