CIK: 0001800465
申報總市值
US$12.4億
僅顯示前 200 大持股（共 441 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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.00% | -0.17% | -5.48% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.10% | -0.66% | -1.04% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.87% | +0.38% | -0.11% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.80% | +0.26% | -4.88% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.56% | -0.20% | -5.37% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.55% | -0.17% | -1.08% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.21% | -0.16% | -1.62% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.18% | -0.50% | -8.73% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.96% | — | +3.11% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.92% | — | -0.20% | |
| 11 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 1.68% | -0.13% | +3.45% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.61% | +0.11% | -1.37% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.42% | -0.11% | -7.73% | |
| 14 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 1.41% | — | -3.09% | |
| 15 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.37% | — | -0.24% | |
| 16 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.30% | +0.19% | -3.20% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.22% | -0.37% | -3.62% | |
| 18 | IYF | Ishares US Financials ETF | ETF-其他 | 1.19% | -0.10% | +0.73% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.14% | -0.29% | +0.76% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | -0.14% | -4.47% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.07% | +0.17% | -7.66% | |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.06% | — | +1.72% | |
| 23 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 1.06% | — | -5.70% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.03% | -0.13% | -2.56% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.98% | — | +1.65% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.95% | +0.07% | -0.68% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.95% | — | +0.53% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.92% | -0.13% | -13.06% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.90% | — | -1.13% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.87% | — | +7.78% | |
| 31 | QCOM | Qualcomm INC | 股票-科技 | 0.86% | -0.23% | -16.25% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.84% | — | -0.55% | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.82% | — | -14.44% | |
| 34 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股與成長 | 0.78% | +0.12% | +0.85% | |
| 35 | FUMB | First Trust Ultra Short Dur | ETF-其他 | 0.78% | +0.07% | -6.09% | |
| 36 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.78% | — | +1.68% | |
| 37 | RTX | Rtx CORP | 股票-工業 | 0.77% | — | -9.04% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | -0.12% | -12.28% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.71% | — | -5.24% | |
| 40 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.70% | -0.68% | — | |
| 41 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-其他 | 0.69% | +0.17% | -5.36% | |
| 42 | GPIQ | Gs Nasdaq-100 Pr INC Etf-usd | ETF-科技型 | 0.68% | — | +2.33% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.68% | — | -1.66% | |
| 44 | XRNPX | Cohen & Steers Reit And Pref | 股票-其他 | 0.68% | +0.21% | +20.46% | |
| 45 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.64% | +0.07% | -5.11% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.59% | — | -3.25% | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.59% | — | -1.81% | |
| 48 | IGLD | Ft Vest Gold Strategy Target | ETF-避險與商品 | 0.58% | +0.06% | +6.86% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.55% | — | +3.68% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.55% | — | +3.52% |