CIK: 0001569071
申報總市值
US$4.4億
僅顯示前 200 大持股（共 339 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 | MMM | 3m Co | 股票-工業 | 6.79% | — | -0.03% | |
| 2 | VNLA | Janus Henderson Short Durati | ETF-其他 | 4.59% | — | -9.98% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.44% | — | -3.31% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.23% | — | -3.49% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.67% | — | -2.18% | |
| 6 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 股票-其他 | 2.57% | — | +430.96% | |
| 7 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 2.06% | — | -11.51% | |
| 8 | BA | Boeing Co/the | 股票-工業 | 2.01% | — | -9.28% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.01% | — | -3.34% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.91% | — | -5.92% | |
| 11 | FEX | First Trust Large Cap Core A | ETF-大型股與成長 | 1.70% | — | -5.99% | |
| 12 | GSEW | Goldman Sachs Eql Wght Large | ETF-避險與商品 | 1.70% | — | -7.71% | |
| 13 | HD | Home Depot INC | 股票-循環性消費 | 1.53% | — | -9.10% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.31% | — | -6.12% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | — | +8.43% | |
| 16 | NFLX | Netflix INC | 股票-通訊服務 | 1.12% | — | -6.77% | |
| 17 | ADBE | Adobe INC | 股票-科技 | 1.11% | — | +1.71% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | — | +6.19% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.05% | — | +5.33% | |
| 20 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.03% | — | +0.10% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.01% | — | +41.16% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.00% | — | -6.28% | |
| 23 | DWMF | Wisdomtree International Mul | ETF-其他 | 0.94% | — | -0.14% | |
| 24 | ✓ | John Hancock Exchange Traded | 股票-其他 | 0.90% | — | -18.99% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.89% | — | +1.81% | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 0.89% | — | +2.51% | |
| 27 | ✓ | Victoryshares US | 股票-其他 | 0.84% | — | -7.48% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.79% | — | -18.55% | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.77% | — | +6.12% | |
| 30 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.76% | — | -0.21% | |
| 31 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-其他 | 0.76% | — | -2.75% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.73% | — | +5.54% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.72% | — | +3.14% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.72% | — | -2.89% | |
| 35 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.72% | — | -0.60% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.71% | — | -8.47% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.69% | — | +0.36% | |
| 38 | XLB | Ss Materials Select Sector | ETF-其他 | 0.63% | — | -5.87% | |
| 39 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.63% | — | +10.67% | |
| 40 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.63% | — | +4.69% | |
| 41 | INCO | Columbia India Consumer ETF | ETF-其他 | 0.61% | — | -8.72% | |
| 42 | CELG | Celgene CORP | 股票-其他 | 0.61% | — | +3.07% | |
| 43 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.61% | — | +18.23% | |
| 44 | PNC | Pnc Financial Services Group | 股票-金融 | 0.59% | — | +2.03% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | — | +7.78% | |
| 46 | ALB | Albemarle CORP | 股票-原物料 | 0.58% | — | +64.16% | |
| 47 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.57% | — | -0.64% | |
| 48 | AOS | Smith (a.o.) CORP | 股票-工業 | 0.54% | — | +2.79% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.54% | — | +59.50% | |
| 50 | VMC | Vulcan Materials Co | 股票-原物料 | 0.51% | — | +4.11% |