CIK: 0001780055
申報總市值
US$4.2億
僅顯示前 200 大持股（共 205 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 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 6.64% | -0.37% | -0.27% | |
| 2 | ✓ | Listed Fd Tr | 股票-其他 | 6.44% | — | +0.03% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 4.24% | -0.51% | -6.50% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 3.24% | -0.25% | +194.57% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.78% | +0.01% | +0.56% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.60% | -0.27% | -9.31% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.36% | -0.45% | -0.09% | |
| 8 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 2.35% | — | +1.02% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.27% | — | -0.08% | |
| 10 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 2.18% | — | -2.96% | |
| 11 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 1.95% | — | -2.22% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.89% | -0.07% | -7.56% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.75% | -0.10% | +12.22% | |
| 14 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 1.62% | — | -2.16% | |
| 15 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.54% | -0.09% | +21.29% | |
| 16 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 1.51% | +0.72% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.48% | -0.09% | +4.60% | |
| 18 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 1.47% | — | -0.88% | |
| 19 | ✓ | Listed Fd Tr | 股票-其他 | 1.46% | — | — | |
| 20 | PFEB | Innovator U.s. Equity Power | ETF-其他 | 1.34% | — | — | |
| 21 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 1.30% | — | +4.91% | |
| 22 | ✓ | Listed Fd Tr | 股票-其他 | 1.23% | — | — | |
| 23 | XBJL | Inn US Eq Acc 9 Buff July | ETF-其他 | 1.08% | — | -3.40% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.06% | — | -1.06% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.01% | — | — | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | -0.11% | +966.48% | |
| 27 | ✓ | 股票-其他 | 0.91% | — | -0.43% | ||
| 28 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 0.90% | — | -0.46% | |
| 29 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.89% | +0.14% | -0.41% | |
| 30 | MGMT | Ballast Small/mid Cap ETF | ETF-其他 | 0.86% | +0.09% | +13.33% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.86% | +0.04% | +1.61% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.84% | — | -2.41% | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.78% | — | -14.53% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | — | -0.78% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.73% | -0.15% | -5.69% | |
| 36 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.72% | +0.05% | -1.70% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.69% | — | +5.49% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.67% | — | +0.07% | |
| 39 | WPC | Wp Carey INC | 股票-房地產 | 0.66% | — | +1.22% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.65% | — | -5.05% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.64% | — | +35.02% | |
| 42 | ✓ | Listed Fd Tr | 股票-其他 | 0.60% | — | -0.08% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.58% | -0.09% | +0.04% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.58% | — | +9.19% | |
| 45 | ✓ | Ts Str Outcome May ETF | ETF-其他 | 0.57% | — | -1.11% | |
| 46 | PDEC | Innovator U.s. Equity Power | ETF-其他 | 0.56% | — | -2.31% | |
| 47 | BA | Boeing Co/the | 股票-工業 | 0.55% | -0.11% | +0.61% | |
| 48 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.52% | — | -2.21% | |
| 49 | FUSI | Am Cent Multisect Float INC | ETF-其他 | 0.52% | — | -8.02% | |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.52% | — | -18.57% |