CIK: 0001767313
申報總市值
US$4.3億
僅顯示前 200 大持股（共 214 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 | 9.91% | -0.35% | +2.66% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.98% | -0.21% | -1.16% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 4.92% | +0.19% | -0.47% | |
| 4 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 4.26% | -0.21% | +0.57% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.82% | -0.23% | -2.75% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.76% | -0.27% | +2.21% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.08% | -0.19% | -3.54% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.61% | -0.25% | -3.26% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.48% | -0.13% | -0.61% | |
| 10 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 2.04% | -0.14% | -1.43% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.92% | +0.12% | +3.42% | |
| 12 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.79% | +0.16% | +0.78% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.68% | -0.19% | -3.94% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.58% | -0.29% | -0.92% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.54% | — | +3.36% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.53% | -0.14% | -1.34% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.24% | — | +3.03% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.15% | — | +0.04% | |
| 19 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 1.15% | +0.18% | +9.16% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.11% | -0.18% | +22.84% | |
| 21 | EMR | Emerson Electric Co | 股票-工業 | 1.10% | — | — | |
| 22 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.10% | — | +6.44% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.02% | -0.18% | -3.12% | |
| 24 | BTT | Blackrock 2030 Muni Trgt Trm | 股票-其他 | 1.00% | — | -5.76% | |
| 25 | AIRR | First Trust Rba American Ind | ETF-其他 | 0.96% | +0.09% | +16.04% | |
| 26 | PAVE | Global X US Infrastructure | ETF-其他 | 0.89% | +0.13% | +11.10% | |
| 27 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.88% | -0.11% | -1.26% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.87% | — | -1.97% | |
| 29 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.79% | — | +1.49% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | — | -3.96% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.75% | -0.07% | -4.33% | |
| 32 | MA | Mastercard INC - A | 股票-金融 | 0.73% | -0.08% | -0.27% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.71% | — | +2.28% | |
| 34 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-科技型 | 0.67% | -0.34% | +6.33% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.66% | — | -2.22% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.62% | — | +6.13% | |
| 37 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.58% | +0.10% | +1.50% | |
| 38 | TSLA | Tesla INC | 股票-循環性消費 | 0.58% | -0.09% | -7.14% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.57% | — | -2.75% | |
| 40 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-其他 | 0.57% | — | -2.29% | |
| 41 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.56% | — | -1.09% | |
| 42 | NFLX | Netflix INC | 股票-通訊服務 | 0.55% | — | -0.46% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.51% | — | +0.37% | |
| 44 | VBF | Invesco Bond Fund | 股票-其他 | 0.51% | — | +5.70% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.50% | — | -1.88% | |
| 46 | PGR | Progressive CORP | 股票-金融 | 0.48% | -0.20% | EXIT | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.45% | — | -1.79% | |
| 48 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.44% | -0.32% | -1.04% | |
| 49 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.42% | — | +1.70% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | +0.20% | +2.09% |