CIK: 0002055492
申報總市值
US$9.2億
僅顯示前 200 大持股（共 268 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 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 5.02% | -1.89% | +3.33% | |
| 2 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 4.64% | — | +4.01% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.35% | — | +2.78% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 4.29% | — | +4.57% | |
| 5 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 3.22% | — | +8.36% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.68% | -0.21% | +1.28% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.48% | -0.08% | -0.84% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.41% | — | +1.97% | |
| 9 | FSMD | Fidelity Small-mid Multifact | ETF-其他 | 2.32% | — | +4.02% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.19% | — | +3.98% | |
| 11 | IHDG | Wisdomtree International Hed | ETF-其他 | 2.01% | — | +4.01% | |
| 12 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.97% | -1.29% | +3.02% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.83% | -0.04% | +0.56% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.77% | -0.25% | +0.81% | |
| 15 | DFSD | Dimensional Short Duration | ETF-其他 | 1.76% | — | +7.27% | |
| 16 | TSLA | Tesla INC | 股票-循環性消費 | 1.75% | — | -1.13% | |
| 17 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 1.56% | — | +2.81% | |
| 18 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.55% | — | +7.09% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 1.31% | — | +5.68% | |
| 20 | LHX | L3harris Technologies INC | 股票-工業 | 1.30% | +0.40% | +3.65% | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 1.29% | — | -0.28% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.28% | — | +2.96% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.24% | +0.15% | +5.81% | |
| 24 | MU | Micron Technology INC | 股票-科技 | 1.18% | — | -0.95% | |
| 25 | GMAR | Ft Vest US Equity Moderate B | ETF-其他 | 1.15% | — | — | |
| 26 | VST | Vistra CORP | 股票-公用事業 | 1.14% | — | +0.84% | |
| 27 | AXP | American Express Co | 股票-金融 | 1.12% | — | +3.13% | |
| 28 | CASY | Casey's General Stores INC | 股票-循環性消費 | 0.98% | — | +2.93% | |
| 29 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 0.90% | — | +55.80% | |
| 30 | HON | Honeywell International INC | 股票-工業 | 0.88% | — | +4.40% | |
| 31 | DFIC | Dimensional International Co | ETF-其他 | 0.85% | — | +6.77% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.80% | — | +3.68% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.68% | — | +49.30% | |
| 34 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股與成長 | 0.66% | — | -0.21% | |
| 35 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.66% | — | +15.90% | |
| 36 | BLK | Blackrock INC | 股票-金融 | 0.65% | — | +3.62% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | — | +1.26% | |
| 38 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.63% | +0.31% | -4.43% | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.59% | — | +474.68% | |
| 40 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.53% | — | +4.72% | |
| 41 | NEM | Newmont CORP | 股票-原物料 | 0.49% | — | — | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.47% | — | -20.53% | |
| 43 | GNOV | Ft Vest US Equity Moderate B | ETF-其他 | 0.46% | — | — | |
| 44 | FEX | First Trust Large Cap Core A | ETF-大型股與成長 | 0.45% | — | -9.28% | |
| 45 | PM | Philip Morris International | 股票-非循環性消費 | 0.44% | — | -4.35% | |
| 46 | DFAW | Dimensional World Eqty ETF | ETF-其他 | 0.42% | — | +1.73% | |
| 47 | DUK | Duke Energy CORP | 股票-公用事業 | 0.42% | — | +0.96% | |
| 48 | HD | Home Depot INC | 股票-循環性消費 | 0.39% | — | -3.04% | |
| 49 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.39% | — | -1.74% | |
| 50 | ABBV | Abbvie INC | 股票-醫療保健 | 0.38% | +0.29% | +3.13% |