CIK: 0001767313
申報總市值
US$4.3億
僅顯示前 200 大持股（共 208 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 | 10.14% | -0.35% | +3.00% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.05% | -0.21% | +2.17% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 4.83% | +0.19% | +0.03% | |
| 4 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 4.40% | -0.21% | +4.34% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.16% | -0.27% | +11.38% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.60% | -0.23% | -2.69% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.16% | -0.19% | -1.13% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.64% | -0.25% | -0.69% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.44% | -0.13% | +1.16% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.06% | -0.19% | -2.12% | |
| 11 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 1.99% | -0.14% | -2.37% | |
| 12 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.96% | +0.16% | +1.39% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.85% | +0.12% | -2.28% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.50% | — | -1.41% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.45% | -0.14% | -4.17% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.37% | -0.18% | -1.67% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.37% | -0.29% | -4.47% | |
| 18 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 1.26% | +0.18% | +11.80% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.24% | — | +4.34% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.14% | — | -0.12% | |
| 21 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.11% | — | +4.02% | |
| 22 | EMR | Emerson Electric Co | 股票-工業 | 1.08% | — | — | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.07% | -0.18% | -1.96% | |
| 24 | AIRR | First Trust Rba American Ind | ETF-其他 | 1.07% | +0.09% | +13.75% | |
| 25 | BTT | Blackrock 2030 Muni Trgt Trm | 股票-其他 | 0.99% | — | +0.20% | |
| 26 | PAVE | Global X US Infrastructure | ETF-其他 | 0.92% | +0.13% | +6.54% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.84% | — | -1.74% | |
| 28 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.82% | -0.11% | +0.04% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | — | -0.42% | |
| 30 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.75% | — | -2.90% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.71% | -0.08% | +0.18% | |
| 32 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-科技型 | 0.71% | -0.34% | +7.20% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.68% | — | -0.44% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | -0.07% | -0.71% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.64% | — | -1.68% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.63% | — | +0.74% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.61% | — | -1.14% | |
| 38 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.58% | +0.10% | +3.30% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.58% | — | +0.61% | |
| 40 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-其他 | 0.55% | — | -0.08% | |
| 41 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.54% | — | +1.78% | |
| 42 | FGD | First Trust Dj Gl Sel Dvd | ETF-其他 | 0.53% | +0.10% | +27.08% | |
| 43 | TSLA | Tesla INC | 股票-循環性消費 | 0.51% | -0.09% | -9.52% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.50% | — | +0.61% | |
| 45 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.47% | -0.32% | +6.30% | |
| 46 | VBF | Invesco Bond Fund | 股票-其他 | 0.46% | — | -3.84% | |
| 47 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.46% | — | +0.92% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.46% | — | +0.02% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | +0.20% | +0.01% | |
| 50 | MADE | Ishares US Manufacturing | ETF-其他 | 0.43% | — | +7.70% |