CIK: 0001388168
申報總市值
US$3.7億
僅顯示前 200 大持股（共 222 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 | 7.86% | +0.09% | +1.44% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.98% | +0.01% | -0.62% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.82% | — | +0.84% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.28% | +0.04% | -0.53% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.33% | -0.03% | +0.58% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.97% | +0.01% | -0.17% | |
| 7 | ABBV | Abbvie INC | 股票-醫療保健 | 1.82% | +0.06% | +0.22% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.76% | +0.01% | +0.52% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.69% | — | -0.50% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.66% | — | +0.20% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.57% | -2.16% | EXIT | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.50% | +0.01% | -0.14% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.50% | +0.09% | -1.43% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.45% | — | -1.90% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.44% | +0.03% | -1.63% | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 1.43% | — | +0.35% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.40% | — | +0.82% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.21% | +0.14% | +1.58% | |
| 19 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.11% | — | -1.33% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.10% | -0.43% | -0.32% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | — | +0.13% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.05% | +0.04% | +0.04% | |
| 23 | PEP | Pepsico INC | 股票-非循環性消費 | 1.02% | -0.26% | -0.25% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.97% | +0.06% | -2.32% | |
| 25 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.95% | +0.12% | +0.29% | |
| 26 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.90% | — | -0.56% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.88% | — | +0.81% | |
| 28 | ADP | Automatic Data Processing | 股票-科技 | 0.85% | — | -0.02% | |
| 29 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.80% | — | +0.66% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.80% | — | +1.69% | |
| 31 | NFLX | Netflix INC | 股票-通訊服務 | 0.79% | -0.18% | -2.74% | |
| 32 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.78% | — | +0.63% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.76% | — | +1.70% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.76% | — | -1.21% | |
| 35 | GE | General Electric | 股票-工業 | 0.74% | +0.12% | +0.39% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.71% | +0.11% | +9.18% | |
| 37 | VTV | Vanguard Value ETF | ETF-其他 | 0.70% | — | -2.97% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.69% | +0.08% | +0.33% | |
| 39 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.67% | +0.13% | -0.10% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.66% | — | +0.01% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.64% | +0.07% | +2.22% | |
| 42 | CAT | Caterpillar INC | 股票-工業 | 0.64% | +0.32% | -2.98% | |
| 43 | CRM | Salesforce INC | 股票-科技 | 0.63% | — | +0.66% | |
| 44 | PFE | Pfizer INC | 股票-醫療保健 | 0.62% | — | +3.81% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.61% | — | +3.98% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.60% | — | -0.77% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | — | +0.89% | |
| 48 | WMT | Walmart INC | 股票-非循環性消費 | 0.59% | — | -2.44% | |
| 49 | NET | Cloudflare INC - Class A | 股票-科技 | 0.56% | — | — | |
| 50 | T | At&t INC | 股票-通訊服務 | 0.55% | -0.20% | -5.60% |