CIK: 0001388168
申報總市值
US$3.7億
僅顯示前 200 大持股（共 213 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 | AAPL | Apple INC | 股票-科技 | 5.92% | +0.01% | +0.84% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.81% | +0.09% | -0.36% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.26% | +0.04% | -2.17% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.13% | — | -1.92% | |
| 5 | ABBV | Abbvie INC | 股票-醫療保健 | 2.24% | +0.06% | -0.35% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.14% | -0.03% | -0.16% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.02% | — | +0.65% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.94% | — | +0.32% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.89% | -2.16% | EXIT | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.87% | +0.01% | +2.83% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.73% | +0.01% | +0.96% | |
| 12 | HD | Home Depot INC | 股票-循環性消費 | 1.56% | — | -0.82% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.54% | — | +0.09% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.50% | +0.09% | +8.05% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.41% | -0.43% | +0.93% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.39% | +0.01% | -0.09% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.37% | +0.03% | -0.54% | |
| 18 | PEP | Pepsico INC | 股票-非循環性消費 | 1.26% | -0.26% | -4.67% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.26% | — | -0.91% | |
| 20 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.21% | — | +0.41% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.19% | — | +0.22% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.15% | +0.14% | -0.68% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.09% | +0.04% | -0.80% | |
| 24 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.96% | — | -0.28% | |
| 25 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.92% | +0.12% | -0.89% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.92% | +0.06% | +0.00% | |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 0.92% | — | +0.09% | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.91% | — | -0.43% | |
| 29 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.86% | — | -0.64% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.81% | — | -0.32% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.77% | — | -0.41% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.75% | — | -0.85% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.71% | — | +0.12% | |
| 34 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.69% | — | -0.03% | |
| 35 | PFE | Pfizer INC | 股票-醫療保健 | 0.68% | — | +5.33% | |
| 36 | CRM | Salesforce INC | 股票-科技 | 0.67% | — | +0.25% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.66% | +0.08% | +0.09% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | — | -1.95% | |
| 39 | GE | General Electric | 股票-工業 | 0.62% | +0.12% | +0.19% | |
| 40 | T | At&t INC | 股票-通訊服務 | 0.62% | -0.20% | +1.10% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.62% | +0.07% | -1.02% | |
| 42 | NFLX | Netflix INC | 股票-通訊服務 | 0.62% | -0.18% | -0.11% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.61% | — | +0.11% | |
| 44 | CAT | Caterpillar INC | 股票-工業 | 0.61% | +0.32% | -1.22% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | +0.11% | +2.82% | |
| 46 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.60% | +0.13% | -0.28% | |
| 47 | WMT | Walmart INC | 股票-非循環性消費 | 0.59% | — | -2.44% | |
| 48 | HUM | Humana INC | 股票-醫療保健 | 0.59% | +0.10% | -0.58% | |
| 49 | CMI | Cummins INC | 股票-工業 | 0.57% | -0.23% | -0.06% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.57% | — | +0.80% |