CIK: 0002057637
申報總市值
US$2.0億
僅顯示前 200 大持股（共 1061 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 | NVDA | Nvidia CORP | 股票-科技 | 6.21% | — | -11.45% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.24% | — | -9.61% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.18% | -0.47% | -33.49% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.12% | -0.24% | -21.64% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.86% | — | -6.81% | |
| 6 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.70% | — | +11.07% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.61% | — | -9.27% | |
| 8 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 1.61% | — | -32.20% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.47% | — | +4.98% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.44% | — | -13.51% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.42% | +0.26% | +1.14% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.36% | +0.09% | -6.55% | |
| 13 | UNP | Union Pacific CORP | 股票-工業 | 1.34% | — | +1.79% | |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.28% | — | +747.15% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.23% | — | -40.50% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.18% | -0.14% | -5.88% | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.10% | +0.29% | -6.14% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.07% | +0.38% | +62.12% | |
| 19 | BRO | Brown & Brown INC | 股票-金融 | 1.01% | -0.15% | — | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.95% | +0.23% | -17.16% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.95% | -0.42% | -41.15% | |
| 22 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 0.85% | — | +8.81% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.11% | -25.06% | |
| 24 | FNF | Fidelity National Financial | 股票-金融 | 0.85% | -0.14% | +0.15% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.84% | — | +6.91% | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.84% | -0.14% | +1.51% | |
| 27 | USMC | Principal US Mega-cap ETF | ETF-其他 | 0.83% | — | +6.68% | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.81% | — | -10.04% | |
| 29 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.80% | — | +13.98% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.78% | -0.21% | -71.55% | |
| 31 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.76% | — | +8.78% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.75% | — | -9.74% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.74% | -0.22% | -27.53% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.71% | +0.32% | -50.32% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.71% | — | -8.40% | |
| 36 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 0.64% | — | -9.47% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.64% | +0.12% | -0.26% | |
| 38 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.62% | — | -25.54% | |
| 39 | ABBV | Abbvie INC | 股票-醫療保健 | 0.59% | — | -3.98% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | — | +33.09% | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.57% | — | -4.69% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.55% | — | +1099.40% | |
| 43 | NFLX | Netflix INC | 股票-通訊服務 | 0.55% | +0.16% | -0.74% | |
| 44 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股與成長 | 0.54% | — | +13.57% | |
| 45 | GRAL | Grail INC | 股票-醫療保健 | 0.54% | — | +19.70% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.53% | — | +37.97% | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.49% | -0.14% | +4.65% | |
| 48 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.46% | — | -0.41% | |
| 49 | IVLU | Ishares Msci International V | ETF-其他 | 0.45% | — | -7.14% | |
| 50 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.44% | — | -2.05% |