SaaS 與企業軟體

軟體即服務透過訂閱方式銷售商用應用程式，以可預期的經常性收入取代高額的一次性授權費。對投資論點而言，維繫既有客戶並拓展與他們的業務往來，比爭取新客戶更重要。

266檔股票

#	名稱	持股	交易金額	主題股票	投資組合占比	狀態
5451	ACC Acorn Creek Capital Fort Collins, Colorado	US$357萬	-US$40.2萬	3	1.19%	減碼
5452	NWA Navis Wealth Advisors Rye Brook, New York	US$357萬	+US$12萬	3	1.35%	增持
5453	MF Meridian Financial Holliston, Massachusetts	US$357萬	+US$5.57萬	4	1.71%	增持
5454	WFM Wolff Financial Management Kalamazoo, Michigan	US$356萬	+US$52.6萬	3	0.71%	增持
5455	WAOI Wealth Advisors of Iowa West Des Moines, Iowa	US$356萬	+US$4.43萬	5	0.96%	增持
5456	KG Kilter Group Rhinebeck, New York	US$356萬	+US$18.6萬	77	1.29%	增持
5457	UWM Urban Wealth Management El Segundo, California	US$356萬	+US$2.62萬	5	3.1%	增持
5458	SFB STAR Financial Bank Fort Wayne, Indiana	US$355萬	+US$18.5萬	4	1.45%	增持
5459	SIM Synergy Investment Management Altamonte Springs, Florida	US$355萬	+US$179萬	39	0.86%	增持
5460	Carrera Capital Advisors Troy, Michigan	US$355萬	+US$31.2萬	2	0.53%	增持
5461	CPW Cogent Private Wealth Orlando, Florida	US$355萬	-US$161萬	2	2.22%	減碼
5462	MWM MOR Wealth Management Philadelphia, Pennsylvania	US$355萬	-US$43.1萬	4	1.41%	減碼
5463	BWM BCGM Wealth Management Lafayette, Indiana	US$355萬	+US$232萬	3	0.75%	增持
5464	VDC Van Diest Capital Poly City, Iowa	US$355萬	-US$629萬	4	3.18%	減碼
5465	ASCM Adkins Seale Capital Management Shreveport, Louisiana	US$355萬	+US$10.6萬	7	3.16%	增持
5466	MWA Madson Wealth Advisors Santa Rosa, California	US$355萬	+US$8.4萬	2	2.41%	增持
5467	I2I Insight 2811 Inc Chicago, Illinois	US$354萬	+US$7.92萬	4	1.37%	增持
5468	Planning Center Inc Moline, Illinois	US$354萬	-US$2,098	4	0.33%	減碼
5469	BFP Birchwood Financial Partners Bloomington, Minnesota	US$353萬	-US$1,495	15	2.89%	減碼
5470	TI tru Independence Portland, Oregon	US$352萬	-US$7,664	3	1.54%	減碼
5471	BAM Bayview Asset Management Coral Gables, Florida	US$352萬	+US$430萬	1	0.71%	新
5472	SMH Sanders Morris Harris Houston, Texas	US$352萬	-US$4552萬	4	2.04%	減碼
5473	ITB Idaho Trust Bank Boise, Idaho	US$351萬	-US$10.6萬	2	1.03%	減碼
5474	F1I Fund 1 Investments Rincon, Puerto Rico	US$351萬	+US$289萬	1	0.58%	增持
5475	BCP Bayberry Capital Partners New York	US$351萬	US$0	1	1.21%	維持不變