CIK: 0001840565
申報總市值
US$4.1億
僅顯示前 200 大持股（共 456 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 | TDY | Teledyne Technologies INC | 股票-科技 | 5.19% | — | +0.09% | |
| 2 | SNOW | Snowflake INC | 股票-科技 | 4.75% | — | -0.06% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.45% | +0.18% | +1.46% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.75% | +0.37% | +2.77% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.59% | -0.57% | -48.85% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.38% | — | -33.36% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.23% | — | +8.02% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.07% | -0.28% | -45.95% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.42% | +0.15% | -41.54% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.36% | — | -3.98% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.27% | -0.13% | -36.76% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.15% | +0.36% | -3.31% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | -0.16% | -55.50% | |
| 14 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 1.06% | — | -1.66% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.01% | -0.14% | -47.84% | |
| 16 | NFLX | Netflix INC | 股票-通訊服務 | 0.90% | — | -44.69% | |
| 17 | ADBE | Adobe INC | 股票-科技 | 0.89% | — | -23.88% | |
| 18 | TSLA | Tesla INC | 股票-循環性消費 | 0.87% | -0.17% | -49.53% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | — | -22.41% | |
| 20 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-其他 | 0.83% | — | -13.28% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.79% | -0.25% | -65.95% | |
| 22 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.72% | — | -0.41% | |
| 23 | CRM | Salesforce INC | 股票-科技 | 0.71% | -0.15% | -44.46% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.68% | — | -27.39% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.68% | — | — | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.67% | — | +54.06% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | — | -33.99% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.64% | -0.19% | -68.03% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.63% | -0.34% | -57.67% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.62% | — | -45.00% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.60% | — | -40.62% | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.60% | — | -23.78% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | — | -40.40% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | -0.13% | -47.69% | |
| 35 | NOW | Servicenow INC | 股票-科技 | 0.54% | — | -23.81% | |
| 36 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.53% | — | -40.74% | |
| 37 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.53% | — | -48.48% | |
| 38 | RTX | Rtx CORP | 股票-工業 | 0.52% | — | -34.24% | |
| 39 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.50% | — | -41.20% | |
| 40 | ADSK | Autodesk INC | 股票-科技 | 0.50% | — | -54.96% | |
| 41 | PEP | Pepsico INC | 股票-非循環性消費 | 0.48% | — | -10.16% | |
| 42 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.48% | +0.21% | -18.60% | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.47% | — | -36.87% | |
| 44 | MDT | Medtronic plc | 股票-醫療保健 | 0.46% | — | -1.45% | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.46% | — | -43.23% | |
| 46 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.44% | — | -44.39% | |
| 47 | FLJH | Franklin Ftse Jpn Hedged ETF | ETF-其他 | 0.44% | — | +29.37% | |
| 48 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.43% | — | -37.34% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.42% | — | -59.79% | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.41% | — | -22.27% |