CIK: 0001911035
申報總市值
US$2.2億
| # | 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 | SYK | Stryker CORP | 股票-醫療保健 | 12.49% | -0.33% | -3.91% | |
| 2 | DTD | Wisdomtree US Total Dividend | ETF-其他 | 11.37% | -0.11% | -0.47% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.79% | -0.28% | -1.08% | |
| 4 | GRPM | Invesco S&p Midcap 400 Garp | ETF-其他 | 5.33% | -0.57% | +1.71% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.67% | -0.87% | +0.07% | |
| 6 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 4.54% | -1.09% | +1.44% | |
| 7 | WTV | Wisdomtree U.s. Value Fund | ETF-其他 | 4.52% | +0.47% | — | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.55% | -0.37% | -0.06% | |
| 9 | FEMS | First Trust Emerging Markets | ETF-新興市場 | 3.11% | -0.13% | +0.42% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.92% | -0.60% | -0.51% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.91% | -0.02% | +0.04% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 2.16% | — | -3.04% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.95% | -0.15% | +8.34% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.57% | -0.14% | +2.09% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.47% | -0.21% | -1.15% | |
| 16 | FAB | First Trust Multi Cap Value | ETF-其他 | 1.41% | +0.14% | -5.80% | |
| 17 | SMIN | Ishares Msci India Small-cap | ETF-其他 | 1.12% | -0.20% | +0.15% | |
| 18 | QCOM | Qualcomm INC | 股票-科技 | 1.11% | -0.27% | -0.35% | |
| 19 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.84% | — | +15.14% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.84% | -0.15% | -2.69% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.76% | -0.14% | -1.00% | |
| 22 | NFLX | Netflix INC | 股票-通訊服務 | 0.73% | -0.25% | -1.76% | |
| 23 | AFL | Aflac INC | 股票-金融 | 0.71% | — | -0.93% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.69% | — | +0.06% | |
| 25 | UBER | Uber Technologies INC | 股票-工業 | 0.67% | — | -1.17% | |
| 26 | FAD | First Trust Multi Cap Growth | ETF-其他 | 0.65% | — | -2.63% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.64% | — | -1.55% | |
| 28 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.61% | — | -0.10% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | — | -1.18% | |
| 30 | WMT | Walmart INC | 股票-非循環性消費 | 0.59% | — | +0.07% | |
| 31 | CRM | Salesforce INC | 股票-科技 | 0.55% | -0.38% | -2.64% | |
| 32 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.53% | — | -2.12% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | +0.86% | |
| 34 | EMR | Emerson Electric Co | 股票-工業 | 0.51% | — | -0.59% | |
| 35 | PFE | Pfizer INC | 股票-醫療保健 | 0.51% | — | -2.26% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.49% | — | -0.51% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.48% | -0.12% | — | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.47% | — | +0.15% | |
| 39 | TSLA | Tesla INC | 股票-循環性消費 | 0.46% | -0.07% | -15.21% | |
| 40 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 0.45% | -0.05% | — | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.43% | — | — | |
| 42 | CAT | Caterpillar INC | 股票-工業 | 0.42% | — | -0.39% | |
| 43 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.42% | -0.06% | -6.54% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.40% | +0.17% | +0.21% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.39% | — | — | |
| 46 | C | Citigroup INC | 股票-金融 | 0.38% | — | +0.14% | |
| 47 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.38% | -0.14% | -2.14% | |
| 48 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.37% | — | +5.71% | |
| 49 | GIS | General Mills INC | 股票-非循環性消費 | 0.33% | — | +0.76% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.32% | — | -0.58% |