CIK: 0001997685
申報總市值
US$11.8億
僅顯示前 200 大持股（共 494 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 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 14.24% | +0.16% | +0.40% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 13.36% | -0.81% | +1.09% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.73% | +0.15% | +1.25% | |
| 4 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 6.06% | -0.05% | +3.76% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.29% | +0.02% | -3.11% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.22% | — | — | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.85% | +0.65% | +358.76% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.82% | +0.11% | -3.80% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.62% | — | -5.49% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.56% | -0.17% | +8.05% | |
| 11 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-其他 | 2.51% | +0.04% | +2.23% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.26% | -0.04% | -1.34% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.45% | +0.04% | -6.57% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.28% | +0.02% | -2.18% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.99% | +0.07% | -1.52% | |
| 16 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.95% | -0.06% | -2.45% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.87% | — | — | |
| 18 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 0.73% | -0.67% | +0.53% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | +0.02% | -1.41% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.70% | — | — | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | +0.02% | -1.27% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 0.62% | +0.02% | -4.53% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.60% | +0.03% | -3.83% | |
| 24 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.60% | — | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.55% | +0.09% | -1.16% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.54% | — | -3.02% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.51% | — | -1.06% | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.50% | +0.03% | — | |
| 29 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.50% | — | -6.00% | |
| 30 | AMD | Advanced Micro Devices | 股票-科技 | 0.48% | +0.02% | -4.26% | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.46% | — | -3.73% | |
| 32 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.42% | — | -3.12% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.41% | — | — | |
| 34 | LULU | Lululemon Athletica INC | 股票-循環性消費 | 0.41% | — | -7.05% | |
| 35 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.40% | -0.08% | — | |
| 36 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.37% | — | — | |
| 37 | PGR | Progressive CORP | 股票-金融 | 0.34% | — | -0.61% | |
| 38 | ADBE | Adobe INC | 股票-科技 | 0.34% | — | -4.66% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.34% | — | -0.41% | |
| 40 | INTU | Intuit INC | 股票-科技 | 0.34% | — | -0.54% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.33% | — | -0.53% | |
| 42 | QCOM | Qualcomm INC | 股票-科技 | 0.33% | — | -0.29% | |
| 43 | LPX | Louisiana-pacific CORP | 股票-工業 | 0.32% | — | — | |
| 44 | DGP | Db Gold Double Long Etn | ETF-避險與商品 | 0.32% | -0.09% | — | |
| 45 | WMT | Walmart INC | 股票-非循環性消費 | 0.32% | — | +198.82% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.31% | +0.02% | -11.89% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.31% | -0.04% | +15.49% | |
| 48 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.31% | — | — | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.30% | +0.15% | — | |
| 50 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.30% | — | -0.20% |