CIK: 0001639943
申報總市值
US$5.2億
僅顯示前 200 大持股（共 297 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 | AAPL | Apple INC | 股票-科技 | 7.16% | -0.20% | -0.77% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.14% | +0.86% | +0.54% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.98% | +0.08% | +1.93% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.97% | — | +1.84% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.09% | — | +5.03% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.92% | +0.09% | +3.63% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.89% | — | +0.69% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.74% | — | +3.29% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.69% | -0.18% | +0.93% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.67% | — | +6.04% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.67% | -0.14% | +9.13% | |
| 12 | HEQT | Simplify Hedged Equity ETF | ETF-其他 | 1.62% | -0.08% | +0.67% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.61% | +0.23% | -3.41% | |
| 14 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.59% | — | -0.87% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.58% | -0.70% | +1311.46% | |
| 16 | SECT | Main Sector Rotation ETF | ETF-其他 | 1.56% | — | +1.49% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.39% | — | +3.79% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.37% | +1.57% | +4.33% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.21% | -0.29% | +14.39% | |
| 20 | FTLS | First Trust Long/short Eqty | ETF-其他 | 1.19% | -0.07% | -1.39% | |
| 21 | HIGH | Simplify Enhanced Income ETF | ETF-其他 | 1.00% | — | -0.61% | |
| 22 | AGOX | Adaptive Alpha Opportunities | ETF-其他 | 1.00% | -0.05% | -1.63% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.99% | -0.47% | +2.61% | |
| 24 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.98% | — | +0.28% | |
| 25 | CASY | Casey's General Stores INC | 股票-循環性消費 | 0.93% | — | -10.86% | |
| 26 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.91% | — | -1.27% | |
| 27 | WMT | Walmart INC | 股票-非循環性消費 | 0.89% | -0.11% | +3.48% | |
| 28 | CLOI | Vaneck Clo ETF | ETF-其他 | 0.84% | — | +2.30% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.79% | — | +24.53% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | -0.15% | -8.34% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.77% | — | -11.99% | |
| 32 | PEP | Pepsico INC | 股票-非循環性消費 | 0.77% | — | -4.25% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.77% | — | -2.60% | |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.75% | — | -14.55% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.69% | -0.17% | -0.54% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | — | -0.65% | |
| 37 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-其他 | 0.63% | — | -13.01% | |
| 38 | NUE | Nucor CORP | 股票-原物料 | 0.62% | — | -3.24% | |
| 39 | TXN | Texas Instruments INC | 股票-科技 | 0.60% | — | -5.43% | |
| 40 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.60% | — | +19.18% | |
| 41 | O | Realty Income CORP | 股票-房地產 | 0.58% | — | -4.47% | |
| 42 | RPM | Rpm International INC | 股票-原物料 | 0.58% | — | +30.33% | |
| 43 | GGG | Graco INC | 股票-工業 | 0.57% | — | -5.94% | |
| 44 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.57% | — | +1.42% | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.56% | — | +5.32% | |
| 46 | BRO | Brown & Brown INC | 股票-金融 | 0.56% | — | -2.80% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工業 | 0.56% | — | +6.37% | |
| 48 | TDV | Proshares S&p Tech Dvd Arist | ETF-科技型 | 0.55% | — | +1.90% | |
| 49 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.55% | — | -5.10% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.54% | -0.15% | -2.97% |