CIK: 0001573876
申報總市值
US$75.2億
僅顯示前 200 大持股（共 1436 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 | AAPL | Apple INC | 股票-科技 | 4.22% | -0.35% | -4.38% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.08% | -0.19% | +6.40% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | -0.41% | -1.93% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.58% | -0.22% | +3.25% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.55% | — | -0.49% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.52% | — | -0.05% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.25% | — | +10.95% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.00% | -0.44% | -0.64% | |
| 9 | ACN | Accenture plc | 股票-科技 | 0.96% | — | +627.55% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.79% | -0.35% | -1.68% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | +0.21% | +7.34% | |
| 12 | CB | Chubb Limited | 股票-金融 | 0.75% | — | +385.94% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.70% | -0.15% | +0.14% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.66% | — | +14.71% | |
| 15 | AMT | American Tower CORP | 股票-房地產 | 0.66% | — | +399.05% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.65% | — | -9.46% | |
| 17 | TSLA | Tesla INC | 股票-循環性消費 | 0.64% | -0.11% | +6.89% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.61% | — | +1.25% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.58% | -0.13% | -2.86% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.54% | — | -9.99% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.54% | +0.13% | -3.16% | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 0.53% | — | -1.64% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.51% | — | +1.44% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.51% | -0.15% | -15.05% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.51% | — | -4.63% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.50% | — | +8.84% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.50% | — | -0.69% | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 0.48% | — | -1.90% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | — | +7.60% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.47% | — | -3.58% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.46% | — | +22.38% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.45% | — | +6.62% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.45% | — | -4.18% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | — | +1.36% | |
| 35 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 0.43% | — | +718.70% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | +9.81% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.42% | — | -13.19% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.41% | — | -0.32% | |
| 39 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.41% | — | -4.36% | |
| 40 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.39% | — | -2.82% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.39% | +0.03% | -46.47% | |
| 42 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.39% | — | +88.87% | |
| 43 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.39% | — | +35.79% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.39% | — | -2.72% | |
| 45 | PFE | Pfizer INC | 股票-醫療保健 | 0.38% | — | +17.55% | |
| 46 | AVGO | Broadcom INC | 股票-科技 | 0.38% | -0.21% | -7.28% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.37% | — | +1.62% | |
| 48 | FTXL | First Trust Nasdaq Semicondu | ETF-科技型 | 0.37% | — | -0.35% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.36% | — | +0.25% | |
| 50 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.35% | — | +2.85% |