CIK: 0002067343
申報總市值
US$1.4億
僅顯示前 200 大持股（共 1477 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 7.94% | -0.17% | +4.20% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.29% | +0.18% | +27.47% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 5.56% | -0.27% | +37.12% | |
| 4 | IQLT | Ishares Msci International Q | ETF-其他 | 4.49% | -0.14% | -8.08% | |
| 5 | AIRR | First Trust Rba American Ind | ETF-其他 | 4.26% | +1.15% | +10.28% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 3.11% | +0.05% | +10.55% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.72% | +0.20% | -17.97% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.24% | -0.21% | +6.01% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.23% | -0.70% | +5.87% | |
| 10 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 2.19% | -0.12% | -21.00% | |
| 11 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 2.05% | +1.14% | +291.65% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.91% | -0.26% | +3.38% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.73% | -0.19% | +5.91% | |
| 14 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.58% | — | -12.92% | |
| 15 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 1.17% | — | +8.91% | |
| 16 | IDMO | Invesco S&p International De | ETF-其他 | 0.98% | +0.97% | +2220.20% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.95% | -0.15% | +8.07% | |
| 18 | APP | Applovin Corp-class A | 股票-科技 | 0.89% | -0.44% | -3.85% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.87% | — | -0.32% | |
| 20 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.82% | +0.31% | +1669.98% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.81% | — | -4.52% | |
| 22 | YEAR | AB Ultra Short Income ETF | ETF-其他 | 0.77% | -0.25% | -23.43% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.71% | -0.19% | +8.96% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.71% | — | -0.76% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.71% | — | +18.35% | |
| 26 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 0.66% | +2.91% | — | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.62% | — | +0.32% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.59% | -0.09% | -1.34% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.58% | — | +26.08% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.56% | — | +0.53% | |
| 31 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.56% | -0.10% | -11.04% | |
| 32 | AVGO | Broadcom INC | 股票-科技 | 0.56% | -0.10% | +1.12% | |
| 33 | BND | Vanguard Total Bond Market | ETF-其他 | 0.52% | — | +1.99% | |
| 34 | SEIQ | Sei Qim US Large Cap Quality | ETF-大型股與成長 | 0.49% | — | -0.71% | |
| 35 | TSLA | Tesla INC | 股票-循環性消費 | 0.49% | -0.10% | +10.26% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.46% | +0.06% | -2.66% | |
| 37 | NFLX | Netflix INC | 股票-通訊服務 | 0.41% | — | +859.45% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.41% | — | -14.61% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.39% | — | +6.36% | |
| 40 | FTGS | First Trust Grwth Strgth ETF | ETF-其他 | 0.38% | -0.38% | EXIT | |
| 41 | RTX | Rtx CORP | 股票-工業 | 0.37% | — | +11.00% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.33% | — | +0.38% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.32% | — | +3.43% | |
| 44 | SUB | Ishares Short-term National | ETF-其他 | 0.31% | — | +0.90% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.31% | — | -5.97% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.31% | — | +0.33% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.29% | — | -22.12% | |
| 48 | WDC | Western Digital CORP | 股票-科技 | 0.29% | +0.16% | +12.80% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.29% | -0.08% | -0.28% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.29% | -0.08% | +17.23% |