CIK: 0001536114
申報總市值
US$2.8億
僅顯示前 200 大持股（共 248 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 | 11.59% | +0.70% | +66.32% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.08% | -0.43% | +0.29% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.05% | -1.19% | — | |
| 4 | AAPL | Apple INC | 股票-科技 | 5.89% | -0.41% | -1.95% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 4.69% | +2.88% | +138.02% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.26% | -0.31% | +0.60% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.77% | -0.29% | -3.76% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.49% | -0.28% | — | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 2.42% | -0.24% | -0.83% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.19% | -0.21% | — | |
| 11 | TSLA | Tesla INC | 股票-循環性消費 | 1.93% | -0.31% | +1.57% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.78% | -0.18% | +0.50% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.45% | — | — | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.44% | — | -3.76% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.40% | -0.11% | — | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.96% | -0.18% | — | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.93% | -0.11% | — | |
| 18 | NFLX | Netflix INC | 股票-通訊服務 | 0.79% | — | +1.18% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | +0.29% | — | |
| 20 | MA | Mastercard INC - A | 股票-金融 | 0.71% | -0.08% | +1.11% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 0.70% | -0.10% | +3.16% | |
| 22 | WMT | Walmart INC | 股票-非循環性消費 | 0.69% | +0.08% | — | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | +0.13% | +1.27% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.64% | +0.08% | — | |
| 25 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.64% | -0.09% | +6.53% | |
| 26 | HD | Home Depot INC | 股票-循環性消費 | 0.63% | — | — | |
| 27 | ABBV | Abbvie INC | 股票-醫療保健 | 0.62% | — | — | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | — | -2.54% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | — | — | |
| 30 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.49% | — | — | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.46% | +0.15% | +18.65% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.44% | — | — | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.41% | — | — | |
| 34 | PM | Philip Morris International | 股票-非循環性消費 | 0.40% | — | — | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.40% | — | — | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.39% | — | — | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.39% | — | +2.39% | |
| 38 | GS | Goldman Sachs Group INC | 股票-金融 | 0.37% | — | — | |
| 39 | CRM | Salesforce INC | 股票-科技 | 0.36% | -0.10% | — | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.36% | — | — | |
| 41 | CAT | Caterpillar INC | 股票-工業 | 0.35% | +0.09% | — | |
| 42 | LIN | Linde plc | 股票-原物料 | 0.34% | — | +3.12% | |
| 43 | T | At&t INC | 股票-通訊服務 | 0.34% | — | -2.99% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.33% | — | — | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.33% | — | — | |
| 46 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.32% | — | — | |
| 47 | UBER | Uber Technologies INC | 股票-工業 | 0.32% | — | — | |
| 48 | NOW | Servicenow INC | 股票-科技 | 0.30% | — | — | |
| 49 | MU | Micron Technology INC | 股票-科技 | 0.30% | +0.09% | — | |
| 50 | MS | Morgan Stanley | 股票-金融 | 0.30% | — | — |