CIK: 0002056313
申報總市值
US$2.3億
僅顯示前 200 大持股（共 356 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 | 16.38% | -0.71% | -2.58% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 14.74% | -0.48% | +0.67% | |
| 3 | AAPL | Apple INC | 股票-科技 | 9.48% | -0.30% | -0.44% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.02% | -0.39% | -5.15% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.99% | -0.86% | -0.79% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.75% | +0.34% | +0.86% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.58% | +0.26% | +1.74% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.94% | -0.10% | -0.71% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.61% | -0.16% | -1.92% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.54% | +0.18% | +0.21% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 2.16% | +1.00% | +3.21% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.01% | -0.05% | -3.77% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.99% | -0.74% | +1.19% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.84% | +0.83% | +3.56% | |
| 15 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 1.77% | +0.13% | +7.38% | |
| 16 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 1.73% | -0.10% | +1.51% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.69% | -0.26% | -1.91% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.63% | -0.03% | -0.51% | |
| 19 | CAT | Caterpillar INC | 股票-工業 | 1.39% | +0.50% | +0.51% | |
| 20 | WMT | Walmart INC | 股票-非循環性消費 | 1.07% | +0.22% | -0.52% | |
| 21 | PANW | Palo Alto Networks INC | 股票-科技 | 1.01% | -0.15% | -3.02% | |
| 22 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.00% | -0.16% | -5.10% | |
| 23 | DTM | Dt Midstream INC | 股票-能源 | 0.84% | +0.17% | +0.06% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.77% | +0.13% | -0.79% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.71% | +0.22% | — | |
| 26 | UBER | Uber Technologies INC | 股票-工業 | 0.67% | -0.07% | -15.28% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.61% | — | — | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.59% | — | -0.05% | |
| 29 | DTE | Dte Energy Company | 股票-公用事業 | 0.59% | +0.13% | +1.91% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.49% | — | — | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | +0.23% | — | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.47% | +0.11% | -11.33% | |
| 33 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 0.45% | -0.22% | — | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.44% | — | -17.78% | |
| 35 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.42% | — | +1.00% | |
| 36 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.41% | — | -2.68% | |
| 37 | HON | Honeywell International INC | 股票-工業 | 0.38% | +0.08% | — | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.32% | — | — | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.32% | — | +100.00% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.29% | -0.02% | -0.44% | |
| 41 | EQX | Equinox Gold CORP | 股票-其他 | 0.28% | — | +0.36% | |
| 42 | AJAN | In Eq Df Pr ETF 2y Jan28-usd | ETF-其他 | 0.26% | — | +0.33% | |
| 43 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.25% | -0.01% | +100.00% | |
| 44 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.23% | — | — | |
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.20% | -0.02% | — | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.18% | -0.07% | -20.49% | |
| 47 | TSLA | Tesla INC | 股票-循環性消費 | 0.18% | -0.03% | +352.11% | |
| 48 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.17% | +0.03% | -8.12% | |
| 49 | AMD | Advanced Micro Devices | 股票-科技 | 0.17% | — | -4.89% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.16% | -0.08% | -41.02% |