CIK: 0001639943
申報總市值
US$5.2億
僅顯示前 200 大持股（共 255 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 | 7.33% | -0.20% | -25.97% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.87% | +0.86% | -16.85% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.60% | — | -35.71% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.51% | — | +0.25% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 2.34% | +0.09% | -5.58% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 2.20% | — | -1.29% | |
| 7 | HEQT | Simplify Hedged Equity ETF | ETF-其他 | 2.19% | -0.08% | +3.44% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.18% | +0.08% | -58.69% | |
| 9 | SECT | Main Sector Rotation ETF | ETF-其他 | 2.06% | — | +0.49% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.72% | -0.18% | -15.81% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.61% | +1.57% | -10.69% | |
| 12 | FTLS | First Trust Long/short Eqty | ETF-其他 | 1.52% | -0.07% | +0.98% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.39% | — | -23.45% | |
| 14 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.38% | +0.02% | — | |
| 15 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 1.35% | — | -0.75% | |
| 16 | AGOX | Adaptive Alpha Opportunities | ETF-其他 | 1.27% | -0.05% | -1.80% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.25% | -0.70% | -35.32% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.21% | +0.23% | -40.82% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.15% | -0.47% | -3.88% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.13% | — | -6.53% | |
| 21 | CLOI | Vaneck Clo ETF | ETF-其他 | 1.08% | — | +2.58% | |
| 22 | WMT | Walmart INC | 股票-非循環性消費 | 1.03% | -0.11% | -22.45% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.99% | -0.29% | -28.12% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.98% | -0.15% | -9.37% | |
| 25 | ABBV | Abbvie INC | 股票-醫療保健 | 0.91% | — | -17.30% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.89% | -0.17% | -0.88% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.88% | — | -11.30% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.88% | — | -14.65% | |
| 29 | PEP | Pepsico INC | 股票-非循環性消費 | 0.85% | — | -13.77% | |
| 30 | O | Realty Income CORP | 股票-房地產 | 0.79% | — | -8.71% | |
| 31 | FLBL | Franklin Senior Loan ETF | ETF-其他 | 0.79% | — | +1033.37% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.78% | — | +7.19% | |
| 33 | CASY | Casey's General Stores INC | 股票-循環性消費 | 0.78% | — | -32.53% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | — | -12.55% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.73% | — | -19.25% | |
| 36 | BSEP | Innovator U.s. Equity Buffer | ETF-其他 | 0.73% | — | +233.33% | |
| 37 | TDV | Proshares S&p Tech Dvd Arist | ETF-科技型 | 0.72% | — | +1.34% | |
| 38 | BRO | Brown & Brown INC | 股票-金融 | 0.72% | — | -11.76% | |
| 39 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 0.71% | — | -2.21% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.70% | -0.15% | -19.05% | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 0.69% | — | -2.46% | |
| 42 | HRL | Hormel Foods CORP | 股票-非循環性消費 | 0.69% | — | +10.20% | |
| 43 | GGG | Graco INC | 股票-工業 | 0.69% | — | -12.97% | |
| 44 | RPM | Rpm International INC | 股票-原物料 | 0.66% | — | -18.37% | |
| 45 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-其他 | 0.65% | — | — | |
| 46 | STXV | Strive 1000 Value ETF | ETF-其他 | 0.65% | -0.97% | EXIT | |
| 47 | TXN | Texas Instruments INC | 股票-科技 | 0.64% | — | -19.58% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.64% | -0.11% | -12.84% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工業 | 0.64% | — | -26.78% | |
| 50 | ICOW | Pacer Developed Markets Inte | ETF-其他 | 0.62% | — | +1.44% |