CIK: 0001767313
申報總市值
US$4.3億
僅顯示前 200 大持股（共 210 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 | 9.46% | -0.35% | +9.09% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 5.21% | +0.19% | +7.45% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.87% | -0.21% | +0.57% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.46% | -0.23% | +0.55% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.71% | -0.19% | -0.57% | |
| 6 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 3.68% | -0.21% | +17.06% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.09% | -0.27% | +10.94% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.69% | -0.25% | +1.49% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.98% | +0.12% | +3.14% | |
| 10 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 1.89% | -0.14% | -0.17% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.85% | -0.13% | +19.35% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.63% | — | +2.98% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.56% | -0.19% | -1.62% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.56% | -0.29% | +10.23% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.55% | -0.14% | -0.99% | |
| 16 | BTT | Blackrock 2030 Muni Trgt Trm | 股票-其他 | 1.50% | — | -0.92% | |
| 17 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.40% | +0.16% | +3.39% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.33% | -0.18% | +55.62% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.29% | — | -0.97% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.27% | — | +2.81% | |
| 21 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.14% | — | +10.96% | |
| 22 | EMR | Emerson Electric Co | 股票-工業 | 1.13% | — | — | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.10% | -0.18% | +4.45% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.91% | — | +2.07% | |
| 25 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.89% | — | +9.53% | |
| 26 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.84% | -0.11% | -1.19% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.78% | -0.08% | +261.10% | |
| 28 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 0.76% | +0.18% | +19.35% | |
| 29 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.75% | — | +4.66% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.72% | — | -0.93% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.69% | — | +1.65% | |
| 32 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-其他 | 0.69% | — | +1.38% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.69% | — | +8.61% | |
| 34 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.68% | — | +2.64% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | — | +6.09% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.66% | -0.07% | +15.90% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.66% | — | -0.55% | |
| 38 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.62% | — | -1.42% | |
| 39 | PGR | Progressive CORP | 股票-金融 | 0.60% | -0.20% | EXIT | |
| 40 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.59% | +0.10% | +8.26% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.59% | — | +1.85% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.55% | — | -2.26% | |
| 43 | PAVE | Global X US Infrastructure | ETF-其他 | 0.53% | +0.13% | +23.57% | |
| 44 | VPU | Vanguard Utilities Index Fund ETF Shares | ETF-大型股與成長 | 0.52% | — | — | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.52% | — | +0.35% | |
| 46 | TSLA | Tesla INC | 股票-循環性消費 | 0.50% | -0.09% | -0.24% | |
| 47 | AIRR | First Trust Rba American Ind | ETF-其他 | 0.48% | +0.09% | +19.46% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | +0.20% | +10.90% | |
| 49 | VBF | Invesco Bond Fund | 股票-其他 | 0.46% | — | +41.31% | |
| 50 | IRM | Iron Mountain INC | 股票-房地產 | 0.44% | — | +2.43% |