CIK: 0001840293
申報總市值
US$6991.8萬
| # | 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 | 13.03% | — | +6.91% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.68% | — | +16.01% | |
| 3 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 4.03% | — | +10.59% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.95% | — | +40.00% | |
| 5 | CRM | Salesforce INC | 股票-科技 | 3.43% | — | +21.15% | |
| 6 | AVGO | Broadcom INC | 股票-科技 | 3.03% | — | +31.63% | |
| 7 | HON | Honeywell International INC | 股票-工業 | 2.93% | — | +0.27% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.65% | — | +6.67% | |
| 9 | TSLA | Tesla INC | 股票-循環性消費 | 2.53% | — | +4.92% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.53% | — | +2.14% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.45% | — | +4.49% | |
| 12 | HD | Home Depot INC | 股票-循環性消費 | 1.80% | — | +40.82% | |
| 13 | ROKU | Roku INC | 股票-通訊服務 | 1.78% | — | +16.60% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.72% | — | +0.28% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.70% | — | +3.06% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.69% | — | — | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 1.44% | — | -11.72% | |
| 18 | SHOP | Shopify INC - Class A | 股票-科技 | 1.44% | — | — | |
| 19 | PEP | Pepsico INC | 股票-非循環性消費 | 1.41% | — | — | |
| 20 | RTX | Rtx CORP | 股票-工業 | 1.32% | — | +1.05% | |
| 21 | GNRC | Generac Holdings INC | 股票-工業 | 1.30% | — | -2.37% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.12% | — | — | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.11% | — | -0.01% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工業 | 1.11% | — | +1.75% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.03% | — | -50.09% | |
| 26 | XYZ | Block INC | 股票-金融 | 1.01% | — | +151.44% | |
| 27 | SO | Southern Co/the | 股票-公用事業 | 1.00% | — | — | |
| 28 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.97% | — | +15.08% | |
| 29 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.96% | — | +24.14% | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.93% | — | — | |
| 31 | BLKCHF | Blackrock INC | 股票-其他 | 0.93% | — | — | |
| 32 | T | At&t INC | 股票-通訊服務 | 0.92% | — | — | |
| 33 | PYPL | Paypal Holdings INC | 股票-金融 | 0.89% | — | +138.32% | |
| 34 | OIA | Invesco Municipal Income Opp | 股票-其他 | 0.89% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | — | — | |
| 36 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.86% | — | +64.91% | |
| 37 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.83% | — | -10.32% | |
| 38 | DOCN | Digitalocean Holdings INC | 股票-科技 | 0.82% | — | +7.85% | |
| 39 | MHD | Blackrock Muniholdings Fund | 股票-其他 | 0.81% | — | +3.41% | |
| 40 | XLB | Ss Materials Select Sector | ETF-其他 | 0.80% | — | +0.40% | |
| 41 | XBMEX | Blackrock Health Sciences | 股票-其他 | 0.76% | — | +6.79% | |
| 42 | GE | General Electric | 股票-工業 | 0.71% | — | -0.73% | |
| 43 | ABBV | Abbvie INC | 股票-醫療保健 | 0.66% | — | -14.33% | |
| 44 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.64% | — | +0.34% | |
| 45 | DNP | Dnp Select Income Fund INC | 股票-金融 | 0.64% | — | -4.54% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.64% | — | -1.83% | |
| 47 | VFC | Vf CORP | 股票-循環性消費 | 0.63% | — | — | |
| 48 | NFLX | Netflix INC | 股票-通訊服務 | 0.62% | — | +30.36% | |
| 49 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.62% | — | — | |
| 50 | XLE | Ss Energy Select Sector | ETF-其他 | 0.60% | — | -22.75% |