CIK: 0002056313
申報總市值
US$2.3億
僅顯示前 200 大持股（共 309 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 | 16.44% | -0.71% | -4.74% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 14.69% | -0.48% | -2.80% | |
| 3 | AAPL | Apple INC | 股票-科技 | 8.31% | -0.30% | -4.92% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.73% | -0.86% | -3.75% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.30% | +0.13% | -3.37% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.93% | +0.34% | -1.52% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.61% | -0.39% | -9.01% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.89% | -0.16% | -7.32% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.55% | +0.18% | -5.31% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.32% | -0.05% | -7.25% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 2.01% | +1.00% | +2.43% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.97% | -0.26% | +3.17% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.92% | -0.10% | -1.89% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.87% | -0.74% | -4.41% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.80% | +0.83% | +1.88% | |
| 16 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 1.77% | -0.10% | +26.33% | |
| 17 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 1.69% | +0.13% | +17.18% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.68% | -0.03% | -28.93% | |
| 19 | PANW | Palo Alto Networks INC | 股票-科技 | 1.58% | -0.15% | +16.16% | |
| 20 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.31% | -0.16% | -7.98% | |
| 21 | WMT | Walmart INC | 股票-非循環性消費 | 1.09% | +0.22% | +2.57% | |
| 22 | CAT | Caterpillar INC | 股票-工業 | 1.05% | +0.50% | -30.54% | |
| 23 | DTM | Dt Midstream INC | 股票-能源 | 0.88% | +0.17% | +3.03% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.71% | +0.11% | -2.45% | |
| 25 | HD | Home Depot INC | 股票-循環性消費 | 0.70% | — | -16.06% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.69% | +0.22% | -0.86% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.68% | — | -71.43% | |
| 28 | DTE | Dte Energy Company | 股票-公用事業 | 0.67% | +0.13% | +7.86% | |
| 29 | UBER | Uber Technologies INC | 股票-工業 | 0.62% | -0.07% | -8.70% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.60% | — | +0.79% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | +0.23% | -0.31% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.53% | — | -0.20% | |
| 33 | HON | Honeywell International INC | 股票-工業 | 0.51% | +0.08% | — | |
| 34 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.47% | — | -2.15% | |
| 35 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.46% | — | +4.46% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.36% | -0.08% | -0.57% | |
| 37 | AJAN | In Eq Df Pr ETF 2y Jan28-usd | ETF-其他 | 0.30% | — | -8.45% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.30% | — | -0.97% | |
| 39 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.26% | — | +1103.47% | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.25% | -0.02% | -1.06% | |
| 41 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.25% | -0.01% | -4.34% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.19% | +0.26% | -3.13% | |
| 43 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.19% | +0.03% | — | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.19% | -0.02% | — | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.17% | -0.03% | — | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.16% | — | -12.49% | |
| 47 | COF | Capital One Financial CORP | 股票-金融 | 0.16% | -0.04% | +433.33% | |
| 48 | GD | General Dynamics CORP | 股票-工業 | 0.15% | — | -0.79% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.13% | — | — | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.12% | — | — |