CIK: 0001800465
申報總市值
US$12.4億
僅顯示前 200 大持股（共 312 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 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.11% | — | -1.45% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.07% | -0.20% | +120.35% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | -0.50% | +462.50% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.54% | -0.17% | +0.41% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.42% | -0.17% | -10.88% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.32% | +0.38% | +2.33% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.75% | +0.26% | +12.83% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.75% | -0.37% | +2.19% | |
| 9 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.72% | — | +2.26% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 1.70% | -0.13% | +1632.67% | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 1.59% | — | +15.58% | |
| 12 | QCOM | Qualcomm INC | 股票-科技 | 1.58% | -0.23% | +1587.24% | |
| 13 | CSCO | Cisco Systems INC | 股票-科技 | 1.38% | — | +589.03% | |
| 14 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.33% | +0.06% | +500.23% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.30% | — | +3.24% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.30% | -0.66% | +3.57% | |
| 17 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 1.25% | — | +2.66% | |
| 18 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 1.20% | — | -2.44% | |
| 19 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.15% | — | +2918.93% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.12% | -0.29% | +2.62% | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.09% | — | +3.41% | |
| 22 | INTC | Intel CORP | 股票-科技 | 1.07% | — | +516.17% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.03% | +0.07% | +67.80% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.03% | — | +4.51% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.02% | -0.11% | +283.84% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | -0.14% | +181.66% | |
| 27 | ARKK | Ark Innovation ETF | ETF-其他 | 0.99% | — | -11.49% | |
| 28 | UPS | United Parcel Service-cl B | 股票-工業 | 0.97% | — | +4007.51% | |
| 29 | PFE | Pfizer INC | 股票-醫療保健 | 0.94% | — | +689.41% | |
| 30 | GOOD | Gladstone Commercial CORP | 股票-其他 | 0.94% | — | — | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.91% | +0.17% | +188.10% | |
| 32 | C | Citigroup INC | 股票-金融 | 0.91% | — | — | |
| 33 | KEL | Kellanova | 股票-其他 | 0.89% | — | — | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.89% | — | +3.82% | |
| 35 | TFC | Truist Financial CORP | 股票-金融 | 0.85% | — | +2236.94% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.82% | — | +3.49% | |
| 37 | RTX | Rtx CORP | 股票-工業 | 0.81% | — | +404.98% | |
| 38 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.79% | — | +5.72% | |
| 39 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.74% | — | — | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.74% | -0.12% | +1229.45% | |
| 41 | ABBV | Abbvie INC | 股票-醫療保健 | 0.73% | — | +625.78% | |
| 42 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.72% | — | +412.65% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.72% | -0.16% | +9.87% | |
| 44 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.71% | — | +77.84% | |
| 45 | AMGN | Amgen INC | 股票-醫療保健 | 0.67% | — | +1261.49% | |
| 46 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 0.66% | — | +14.60% | |
| 47 | BTT | Blackrock 2030 Muni Trgt Trm | 股票-其他 | 0.65% | — | — | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.64% | — | +7.27% | |
| 49 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.62% | — | +9.02% | |
| 50 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.62% | — | +3.28% |