CIK: 0001840565
申報總市值
US$4.1億
僅顯示前 200 大持股（共 462 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 | 6.16% | — | -0.10% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.09% | -0.57% | +0.47% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.05% | +0.18% | -11.30% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.90% | +0.37% | -3.46% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.64% | — | +6.90% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.52% | — | -5.58% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.20% | -0.28% | -10.49% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.56% | +0.15% | -0.52% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.47% | — | -2.47% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.32% | +0.36% | +3.61% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.23% | -0.13% | -9.09% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.06% | -0.16% | -12.95% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.97% | -0.14% | -10.23% | |
| 14 | ADBE | Adobe INC | 股票-科技 | 0.95% | — | -7.87% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | — | -1.61% | |
| 16 | CRM | Salesforce INC | 股票-科技 | 0.83% | -0.15% | -10.39% | |
| 17 | NFLX | Netflix INC | 股票-通訊服務 | 0.81% | — | -30.69% | |
| 18 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.76% | — | -4.18% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.76% | — | +0.23% | |
| 20 | TSLA | Tesla INC | 股票-循環性消費 | 0.73% | -0.17% | -15.34% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.72% | -0.25% | -20.01% | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.70% | — | -6.94% | |
| 23 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 0.69% | — | -39.09% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.67% | — | -0.31% | |
| 25 | ACN | Accenture plc | 股票-科技 | 0.64% | — | -6.08% | |
| 26 | NOW | Servicenow INC | 股票-科技 | 0.64% | — | -5.52% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.61% | — | -9.13% | |
| 28 | RTX | Rtx CORP | 股票-工業 | 0.60% | — | -0.32% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.60% | -0.19% | -20.84% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.59% | — | -7.64% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.58% | — | -12.85% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | -0.13% | -9.73% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.53% | -0.34% | -14.86% | |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.52% | — | +252.56% | |
| 35 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.50% | — | -6.20% | |
| 36 | ADSK | Autodesk INC | 股票-科技 | 0.50% | — | -14.40% | |
| 37 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.47% | — | -4.42% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.47% | — | -15.81% | |
| 39 | HD | Home Depot INC | 股票-循環性消費 | 0.47% | — | -12.92% | |
| 40 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.46% | — | -15.64% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.46% | — | -9.69% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.46% | — | -8.77% | |
| 43 | EJAN | Innovator Emerging Markets P | ETF-新興市場 | 0.45% | — | — | |
| 44 | PEP | Pepsico INC | 股票-非循環性消費 | 0.45% | — | -7.58% | |
| 45 | MDT | Medtronic plc | 股票-醫療保健 | 0.44% | — | -9.16% | |
| 46 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.44% | — | -3.84% | |
| 47 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.43% | +0.21% | -18.83% | |
| 48 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.43% | — | -6.39% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.42% | — | -10.70% | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.41% | -0.15% | -9.23% |