CIK: 0001639943
申報總市值
US$5.2億
僅顯示前 200 大持股（共 249 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 | 7.53% | -0.20% | -0.59% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.40% | +0.86% | +0.02% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.08% | -0.70% | +18.95% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.37% | — | +1.70% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 2.14% | +0.09% | +1.44% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.14% | -0.47% | +42.73% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.13% | +1.57% | +3.12% | |
| 8 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 2.10% | -1.52% | +52.30% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.00% | -0.18% | +0.39% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.80% | +0.08% | +1.42% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.74% | +0.23% | +2.44% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.62% | — | -18.16% | |
| 13 | HEQT | Simplify Hedged Equity ETF | ETF-其他 | 1.52% | -0.08% | +1.88% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.38% | — | +11.10% | |
| 15 | CLOI | Vaneck Clo ETF | ETF-其他 | 1.29% | — | -2.03% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.17% | — | -2.53% | |
| 17 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.13% | +0.02% | +2.49% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.11% | -0.29% | +1.89% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | — | +5.10% | |
| 20 | FTLS | First Trust Long/short Eqty | ETF-其他 | 1.08% | -0.07% | +1.61% | |
| 21 | WMT | Walmart INC | 股票-非循環性消費 | 1.08% | -0.11% | -0.44% | |
| 22 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 1.03% | — | +1.81% | |
| 23 | STXG | Strive 1000 Growth ETF | ETF-其他 | 1.00% | -1.05% | EXIT | |
| 24 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.94% | — | +12.89% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.93% | -0.15% | -2.35% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.92% | -0.17% | -1.50% | |
| 27 | STXV | Strive 1000 Value ETF | ETF-其他 | 0.90% | -0.97% | EXIT | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.87% | — | +1.23% | |
| 29 | AGOX | Adaptive Alpha Opportunities | ETF-其他 | 0.85% | -0.05% | +0.85% | |
| 30 | CASY | Casey's General Stores INC | 股票-循環性消費 | 0.85% | — | -3.67% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.79% | — | +58.47% | |
| 32 | ABBV | Abbvie INC | 股票-醫療保健 | 0.78% | — | -1.79% | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 0.75% | — | +2.18% | |
| 34 | TSLA | Tesla INC | 股票-循環性消費 | 0.71% | -0.30% | +0.65% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.69% | -0.11% | +1.49% | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.66% | — | +8.24% | |
| 37 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.66% | — | +2.01% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.64% | -0.15% | -5.93% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.64% | — | -3.02% | |
| 40 | EMR | Emerson Electric Co | 股票-工業 | 0.59% | — | -3.38% | |
| 41 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 0.58% | — | -5.22% | |
| 42 | PEP | Pepsico INC | 股票-非循環性消費 | 0.57% | — | +1.14% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.56% | — | +12.72% | |
| 44 | O | Realty Income CORP | 股票-房地產 | 0.56% | — | +0.65% | |
| 45 | FLBL | Franklin Senior Loan ETF | ETF-其他 | 0.55% | — | +0.99% | |
| 46 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.54% | — | +19.52% | |
| 47 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.53% | — | -4.07% | |
| 48 | TDV | Proshares S&p Tech Dvd Arist | ETF-科技型 | 0.52% | — | +1.36% | |
| 49 | BRO | Brown & Brown INC | 股票-金融 | 0.51% | — | +2.46% | |
| 50 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.51% | — | -1.24% |