CIK: 0001573876
申報總市值
US$75.2億
僅顯示前 200 大持股（共 1609 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 | 3.65% | -0.35% | +1.80% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.51% | -0.44% | -0.87% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.32% | -0.19% | -11.83% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.87% | -0.22% | -4.82% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.81% | -0.41% | -5.26% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.52% | -0.35% | -7.02% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.47% | — | +27.83% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.19% | — | -4.06% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.98% | -0.13% | -4.91% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 0.76% | -0.21% | -7.08% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | — | -1.89% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.75% | -0.15% | -2.85% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.70% | — | -1.14% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.67% | -0.15% | +3.04% | |
| 15 | ZECP | Zacks Earnings Consistent Po | ETF-其他 | 0.66% | — | +9.79% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | -1.73% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | +0.21% | +0.06% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.60% | — | -0.54% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.58% | — | +6.77% | |
| 20 | TSLA | Tesla INC | 股票-循環性消費 | 0.56% | -0.11% | +0.84% | |
| 21 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.53% | — | +598.35% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.53% | — | +3.33% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.52% | — | -8.92% | |
| 24 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.50% | — | +4.10% | |
| 25 | ABBV | Abbvie INC | 股票-醫療保健 | 0.50% | — | +5.52% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.50% | — | +14.87% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.13% | -4.27% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.50% | — | -4.59% | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.49% | — | -37.66% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.48% | — | +2.93% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.47% | — | -9.29% | |
| 32 | MA | Mastercard INC - A | 股票-金融 | 0.46% | — | +0.50% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.45% | — | +1.23% | |
| 34 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.45% | — | -4.12% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.44% | — | -0.35% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.44% | +0.03% | +6.41% | |
| 37 | HD | Home Depot INC | 股票-循環性消費 | 0.44% | — | -6.35% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.43% | — | +6.25% | |
| 39 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.43% | -0.16% | +12.83% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.42% | — | +14.83% | |
| 41 | WMT | Walmart INC | 股票-非循環性消費 | 0.41% | +0.05% | -12.67% | |
| 42 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 0.41% | — | +50.80% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | — | -6.58% | |
| 44 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.37% | -0.28% | -8.60% | |
| 45 | FXU | First Trust Utilities Alphad | ETF-其他 | 0.36% | -0.26% | — | |
| 46 | FXO | First Trust Financial Alphad | ETF-其他 | 0.36% | -0.28% | +2.01% | |
| 47 | FXR | First Trust Indst/producers | ETF-其他 | 0.35% | — | -2.27% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.34% | — | +2.51% | |
| 49 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.34% | -0.12% | +8.49% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.33% | — | -5.91% |