CIK: 0001840565
申報總市值
US$4.1億
僅顯示前 200 大持股（共 524 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 | SNOW | Snowflake INC | 股票-科技 | 6.86% | — | +0.04% | |
| 2 | TDY | Teledyne Technologies INC | 股票-科技 | 4.39% | — | +10.11% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.01% | -0.57% | +10.50% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.94% | — | +2.82% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.68% | +0.37% | +34.46% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.32% | -0.28% | +21.70% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.82% | +0.18% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.76% | +0.15% | +14.64% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.32% | -0.13% | +15.44% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.28% | -0.19% | -4.99% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.27% | -0.14% | +15.13% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.09% | — | +995.85% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | -0.16% | +13.40% | |
| 14 | CRM | Salesforce INC | 股票-科技 | 0.87% | -0.15% | +9.33% | |
| 15 | ADBE | Adobe INC | 股票-科技 | 0.83% | — | +12.37% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.82% | — | +9.37% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.76% | -0.25% | +4.84% | |
| 18 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.74% | — | +16.01% | |
| 19 | QCOM | Qualcomm INC | 股票-科技 | 0.73% | -0.15% | +7.05% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 0.71% | — | +12.93% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 0.71% | — | -7.34% | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 0.71% | — | +23.25% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.70% | +0.36% | +2076.88% | |
| 24 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.69% | — | +11.52% | |
| 25 | ZTS | Zoetis INC | 股票-醫療保健 | 0.68% | — | +19.90% | |
| 26 | ACN | Accenture plc | 股票-科技 | 0.68% | — | +13.90% | |
| 27 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.67% | — | +13.02% | |
| 28 | ADSK | Autodesk INC | 股票-科技 | 0.66% | — | +7.81% | |
| 29 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 0.64% | — | — | |
| 30 | HD | Home Depot INC | 股票-循環性消費 | 0.64% | — | +14.66% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.64% | -0.34% | +16.99% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | — | +11.73% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.61% | — | -0.04% | |
| 34 | PFE | Pfizer INC | 股票-醫療保健 | 0.59% | — | +5.19% | |
| 35 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.58% | — | +1332.25% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.56% | — | +17.80% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | — | +6.76% | |
| 38 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.53% | — | +13.34% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.53% | — | +5.39% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | -0.13% | +7.54% | |
| 41 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.49% | — | -0.36% | |
| 42 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.48% | — | +2.92% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | +9.92% | |
| 44 | RTX | Rtx CORP | 股票-工業 | 0.47% | — | +12.77% | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.42% | — | +9.73% | |
| 46 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.41% | — | — | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.41% | +0.15% | +12.17% | |
| 48 | NOW | Servicenow INC | 股票-科技 | 0.41% | — | +16.73% | |
| 49 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.39% | — | +94.21% | |
| 50 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.38% | — | +190.78% |