CIK: 0002056313
申報總市值
US$2.3億
僅顯示前 200 大持股（共 342 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 | 17.31% | -0.71% | -1.05% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 14.75% | -0.48% | +3.36% | |
| 3 | AAPL | Apple INC | 股票-科技 | 9.18% | -0.30% | -1.29% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.44% | -0.86% | -0.08% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.77% | +0.34% | +0.72% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.56% | +0.26% | +1822.51% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.10% | -0.39% | -2.74% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.61% | -0.16% | +0.08% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.55% | +0.18% | +0.82% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.37% | -0.10% | -0.94% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.15% | -0.05% | -0.55% | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 2.00% | +1.00% | +2.98% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.98% | -0.74% | +7.64% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.78% | +0.83% | +4.93% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.72% | -0.26% | +0.78% | |
| 16 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 1.71% | +0.13% | +10.89% | |
| 17 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 1.70% | -0.10% | +2.04% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.65% | -0.03% | +0.31% | |
| 19 | CAT | Caterpillar INC | 股票-工業 | 1.18% | +0.50% | +1.87% | |
| 20 | PANW | Palo Alto Networks INC | 股票-科技 | 1.18% | -0.15% | -16.45% | |
| 21 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.14% | -0.16% | +0.18% | |
| 22 | WMT | Walmart INC | 股票-非循環性消費 | 1.03% | +0.22% | -0.95% | |
| 23 | UBER | Uber Technologies INC | 股票-工業 | 0.98% | -0.07% | +66.33% | |
| 24 | DTM | Dt Midstream INC | 股票-能源 | 0.81% | +0.17% | -0.58% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.79% | +0.13% | -80.12% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.71% | +0.22% | +5.40% | |
| 27 | DTE | Dte Energy Company | 股票-公用事業 | 0.65% | +0.13% | +0.76% | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.65% | — | -6.75% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.63% | — | — | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.60% | — | -0.79% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.59% | +0.11% | -2.38% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.50% | — | -0.36% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | +0.23% | -8.49% | |
| 34 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.45% | — | -4.03% | |
| 35 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.43% | — | -2.85% | |
| 36 | HON | Honeywell International INC | 股票-工業 | 0.42% | +0.08% | — | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.33% | — | — | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.32% | -0.08% | -1.24% | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.32% | — | +191.68% | |
| 40 | AJAN | In Eq Df Pr ETF 2y Jan28-usd | ETF-其他 | 0.26% | — | -4.57% | |
| 41 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.25% | -0.01% | -3.27% | |
| 42 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.24% | — | -2.80% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.23% | -0.02% | — | |
| 44 | MA | Mastercard INC - A | 股票-金融 | 0.23% | -0.07% | +573.10% | |
| 45 | EQX | Equinox Gold CORP | 股票-其他 | 0.23% | — | +386.58% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.22% | -0.02% | — | |
| 47 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.18% | +0.03% | — | |
| 48 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.17% | -0.03% | -18.28% | |
| 49 | GD | General Dynamics CORP | 股票-工業 | 0.16% | — | — | |
| 50 | COF | Capital One Financial CORP | 股票-金融 | 0.14% | -0.04% | — |