CIK: 0001905128
申報總市值
US$11.3億
僅顯示前 200 大持股（共 327 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 16.07% | +0.10% | -3.92% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-其他 | 7.58% | +0.93% | +8.26% | |
| 3 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 5.02% | +0.02% | +39.24% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 4.76% | +0.55% | -9.87% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.36% | +0.32% | +1.11% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.10% | +0.34% | +0.15% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 4.04% | +0.90% | +3483.01% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.92% | — | -1.27% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.41% | -0.30% | +10.88% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.41% | — | +0.52% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.24% | — | +1.19% | |
| 12 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 2.04% | — | — | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.63% | -0.50% | -2.12% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.54% | -0.30% | +0.75% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.15% | +0.20% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.94% | — | -2.73% | |
| 17 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.89% | — | -16.29% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 0.88% | -0.19% | -3.96% | |
| 19 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.78% | — | +19.40% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.71% | -0.03% | +0.72% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.63% | -0.03% | -6.46% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.60% | -0.03% | +3.72% | |
| 23 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.58% | -0.05% | -1.77% | |
| 24 | APH | Amphenol Corp-cl A | 股票-科技 | 0.55% | -0.10% | -2.17% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.53% | -0.17% | -7.37% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.53% | — | +247.90% | |
| 27 | CTAS | Cintas CORP | 股票-工業 | 0.53% | -0.11% | -0.91% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | — | +2.46% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.52% | — | -1.82% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.50% | -0.12% | +2.04% | |
| 31 | KLAC | Kla CORP | 股票-科技 | 0.49% | — | -6.70% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | -0.12% | -2.02% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.49% | -0.16% | -4.55% | |
| 34 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.47% | — | -2.66% | |
| 35 | ABBV | Abbvie INC | 股票-醫療保健 | 0.47% | -0.06% | -0.44% | |
| 36 | JFLX | Jpmorgan Flexible Debt ETF | ETF-其他 | 0.45% | +0.16% | — | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.44% | — | -44.82% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.44% | — | +1.80% | |
| 39 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.41% | -0.10% | +4.30% | |
| 40 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.40% | — | +0.63% | |
| 41 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.39% | -0.08% | +1.07% | |
| 42 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 0.39% | — | -4.77% | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.38% | -0.04% | -0.96% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.38% | — | +1.96% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.37% | -0.09% | +3.08% | |
| 46 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.36% | — | — | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.36% | -0.07% | -9.63% | |
| 48 | CMI | Cummins INC | 股票-工業 | 0.36% | -0.04% | -1.43% | |
| 49 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.35% | -0.06% | -1.87% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.35% | — | -0.94% |