CIK: 0001840565
申報總市值
US$4.1億
僅顯示前 200 大持股（共 414 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 | 5.22% | — | -5.30% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.64% | -0.57% | -4.30% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.59% | +0.18% | +6.60% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.44% | — | +7.38% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.69% | -0.28% | -6.59% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.22% | — | -10.31% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.52% | — | -14.31% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.51% | +0.36% | +375.21% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.45% | -0.13% | -0.88% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.37% | +0.15% | -27.56% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.30% | -0.16% | +4.11% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.16% | — | +3.93% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.14% | -0.25% | -20.75% | |
| 14 | NFLX | Netflix INC | 股票-通訊服務 | 1.06% | — | -3.80% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.01% | -0.14% | -12.50% | |
| 16 | CRM | Salesforce INC | 股票-科技 | 0.97% | -0.15% | -7.03% | |
| 17 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.93% | — | -3.45% | |
| 18 | RTX | Rtx CORP | 股票-工業 | 0.79% | — | +3.50% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.78% | -0.19% | -13.92% | |
| 20 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.76% | — | -15.38% | |
| 21 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.71% | — | +4.08% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.70% | +0.37% | -80.63% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.69% | -0.34% | +0.09% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 0.67% | — | -11.09% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | -0.13% | -9.49% | |
| 26 | ACN | Accenture plc | 股票-科技 | 0.63% | — | -10.26% | |
| 27 | ADBE | Adobe INC | 股票-科技 | 0.62% | — | -30.28% | |
| 28 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.62% | — | -7.18% | |
| 29 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.61% | +0.21% | +19.64% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.59% | — | -8.83% | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.58% | — | +21.49% | |
| 32 | ADSK | Autodesk INC | 股票-科技 | 0.58% | — | -1.42% | |
| 33 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.58% | — | +51.56% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.57% | — | -11.47% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.56% | — | -30.49% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | — | -3.47% | |
| 37 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.55% | — | +3.36% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | -0.31% | +21.50% | |
| 39 | MDT | Medtronic plc | 股票-醫療保健 | 0.54% | — | +5.55% | |
| 40 | NOW | Servicenow INC | 股票-科技 | 0.53% | — | -30.01% | |
| 41 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.52% | — | -2.49% | |
| 42 | PEP | Pepsico INC | 股票-非循環性消費 | 0.51% | — | +0.70% | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.51% | — | -12.49% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.50% | — | -15.85% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.49% | — | -3.42% | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.48% | -0.15% | -9.17% | |
| 47 | HD | Home Depot INC | 股票-循環性消費 | 0.47% | — | -18.04% | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.46% | +0.15% | +2.63% | |
| 49 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.46% | — | -4.59% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.45% | — | +4.94% |