CIK: 0001536114
申報總市值
US$2.8億
僅顯示前 200 大持股（共 388 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 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 22.61% | +0.70% | +4.87% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 13.43% | -0.29% | -4.40% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 7.97% | — | -4.40% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.36% | -0.41% | — | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.85% | -1.19% | — | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.77% | -0.31% | — | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.59% | -0.43% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.06% | -0.21% | — | |
| 9 | TSLA | Tesla INC | 股票-循環性消費 | 1.05% | -0.31% | — | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.98% | -0.28% | — | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.97% | -0.18% | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | — | +6.52% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | +0.29% | — | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | +0.13% | +5.97% | |
| 15 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.65% | — | — | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | -0.11% | — | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | -0.11% | — | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.55% | -0.18% | — | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.54% | -0.24% | — | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.52% | — | — | |
| 21 | MA | Mastercard INC - A | 股票-金融 | 0.49% | -0.08% | — | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 0.47% | — | — | |
| 23 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.43% | — | — | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.42% | +0.15% | — | |
| 25 | PEP | Pepsico INC | 股票-非循環性消費 | 0.36% | — | — | |
| 26 | ADBE | Adobe INC | 股票-科技 | 0.36% | — | — | |
| 27 | ABBV | Abbvie INC | 股票-醫療保健 | 0.36% | — | — | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.33% | +0.08% | — | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.33% | — | — | |
| 30 | CRM | Salesforce INC | 股票-科技 | 0.32% | -0.10% | — | |
| 31 | WMT | Walmart INC | 股票-非循環性消費 | 0.31% | +0.08% | — | |
| 32 | PFE | Pfizer INC | 股票-醫療保健 | 0.30% | — | — | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.30% | — | — | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.30% | — | — | |
| 35 | NFLX | Netflix INC | 股票-通訊服務 | 0.30% | — | — | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.30% | — | — | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.29% | — | — | |
| 38 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.29% | — | — | |
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 0.28% | — | — | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.28% | -0.10% | — | |
| 41 | LIN | Linde plc | 股票-原物料 | 0.28% | — | — | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.28% | — | — | |
| 43 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.28% | — | — | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.25% | — | — | |
| 45 | TXN | Texas Instruments INC | 股票-科技 | 0.24% | — | — | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.24% | — | — | |
| 47 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.23% | — | — | |
| 48 | DHR | Danaher CORP | 股票-醫療保健 | 0.23% | — | — | |
| 49 | PM | Philip Morris International | 股票-非循環性消費 | 0.23% | — | — | |
| 50 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.22% | — | — |