CIK: 0001007295
申報總市值
US$73.8億
僅顯示前 200 大持股（共 217 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 | AAPL | Apple INC | 股票-科技 | 6.26% | -0.47% | -2.39% | |
| 2 | BDGS | Bridges Capital Tactical ETF | ETF-其他 | 4.45% | — | -1.79% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.23% | -0.99% | +0.83% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.97% | -0.18% | +1.42% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.66% | +0.25% | +6.30% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.55% | -0.32% | -0.15% | |
| 7 | MA | Mastercard INC - A | 股票-金融 | 3.42% | -0.20% | -1.28% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.42% | +0.24% | -4.74% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.41% | -0.10% | -2.27% | |
| 10 | UNP | Union Pacific CORP | 股票-工業 | 2.85% | -0.10% | -2.73% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.51% | -0.05% | -0.84% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.47% | -0.08% | -2.43% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 2.22% | -0.16% | +2.08% | |
| 14 | FINN | First Natl Of Nebraska INC | 股票-其他 | 2.09% | — | +3.48% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.03% | -0.11% | +6.92% | |
| 16 | BLKCHF | Blackrock INC | 股票-其他 | 1.90% | — | -3.84% | |
| 17 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.78% | — | +4.06% | |
| 18 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.70% | — | -0.18% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.58% | — | -0.50% | |
| 20 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.56% | — | +1.44% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.42% | -0.06% | +0.72% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.39% | +0.25% | +7.90% | |
| 23 | HD | Home Depot INC | 股票-循環性消費 | 1.37% | — | -1.66% | |
| 24 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.33% | -0.11% | +5.27% | |
| 25 | PYPL | Paypal Holdings INC | 股票-金融 | 1.30% | — | +0.69% | |
| 26 | ODFL | Old Dominion Freight Line | 股票-工業 | 1.26% | +0.32% | +2.52% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.24% | — | -5.99% | |
| 28 | ADBE | Adobe INC | 股票-科技 | 1.17% | -0.20% | +0.87% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.13% | -0.08% | +3.65% | |
| 30 | SIVBEUR | Svb Financial Group | 股票-其他 | 1.08% | — | -5.35% | |
| 31 | PGR | Progressive CORP | 股票-金融 | 0.81% | -0.10% | +1.07% | |
| 32 | IAA-WUSD | Iaa INC | 股票-其他 | 0.79% | — | +3.09% | |
| 33 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.77% | — | -1.01% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.77% | -0.18% | +0.57% | |
| 35 | SPGI | S&p Global INC | 股票-金融 | 0.75% | -0.09% | +10.52% | |
| 36 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.73% | — | +5.46% | |
| 37 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.71% | — | +2.65% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.70% | +0.55% | -0.83% | |
| 39 | PANW | Palo Alto Networks INC | 股票-科技 | 0.69% | -0.15% | +0.69% | |
| 40 | ALC | Alcon Inc. | 股票-醫療保健 | 0.68% | — | +1.81% | |
| 41 | TRU | Transunion | 股票-金融 | 0.65% | — | +5.90% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.65% | — | -10.50% | |
| 43 | FISV | Fiserv INC | 股票-其他 | 0.60% | — | +0.79% | |
| 44 | ROP | Roper Technologies INC | 股票-科技 | 0.60% | — | -1.55% | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.60% | — | -10.83% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | -0.03% | +12.37% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.59% | -0.07% | +12.77% | |
| 48 | ADSK | Autodesk INC | 股票-科技 | 0.58% | — | +6.46% | |
| 49 | SERVUSD | Terminix Global Holdings INC | 股票-其他 | 0.55% | — | -0.26% | |
| 50 | CRM | Salesforce INC | 股票-科技 | 0.54% | — | +6.73% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +6.30% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.15% | 減碼 |
| 3 | LOW | Lowe's Cos INC | +0.3% | +4.06% | 加碼 |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.2% | -4.74% | 減碼 |
| 5 | ODFL | Old Dominion Freight Line | +0.2% | +2.52% | 加碼 |
| 6 | AMT | American Tower CORP | +0.2% | +1849.32% | 加碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +0.72% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | +0.2% | +6.92% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +3.65% | 加碼 |
| 10 | WFC | Wells Fargo & Co | +0.2% | +12.77% | 加碼 |
| 11 | SIVBEUR | Svb Financial Group | +0.1% | -5.35% | 減碼 |
| 12 | BWXT | Bwx Technologies INC | +0.1% | +66.53% | 加碼 |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | -2.27% | 減碼 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.84% | 減碼 |
| 15 | HD | Home Depot INC | +0.1% | -1.66% | 減碼 |
| 16 | SPGI | S&p Global INC | +0.1% | +10.52% | 加碼 |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +7.90% | 加碼 |
| 18 | IWD | Ishares Russell 1000 Value E | +0.1% | -0.50% | 減碼 |
| 19 | CASY | Casey's General Stores INC | +0.1% | +5.80% | 加碼 |
| 20 | EOG | Eog Resources INC | +0.1% | -4.11% | 減碼 |
| 21 | MSFT | Microsoft CORP | +0.1% | +0.83% | 加碼 |
| 22 | NVDA | Nvidia CORP | +0.1% | +12.37% | 加碼 |
| 23 | DE | Deere & Co | +0.1% | +27.30% | 加碼 |
| 24 | IQV | Iqvia Holdings INC | 0% | +8.64% | 加碼 |
| 25 | BA | Boeing Co/the | 0% | +5.18% | 加碼 |
| 26 | FINN | First Natl Of Nebraska INC | 0% | +3.48% | 加碼 |
| 27 | ALC | Alcon Inc. | 0% | +1.81% | 加碼 |
| 28 | SBUX | Starbucks CORP | 0% | +5.46% | 加碼 |
| 29 | UNH | Unitedhealth Group INC | 0% | -0.18% | 減碼 |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | +0.57% | 加碼 |
| 31 | PYPL | Paypal Holdings INC | 0% | +0.69% | 加碼 |
| 32 | TMO | Thermo Fisher Scientific INC | 0% | +5.27% | 加碼 |
| 33 | DIS | Walt Disney Co/the | 0% | +1.44% | 加碼 |
| 34 | UNP | Union Pacific CORP | -0.1% | -2.73% | 減碼 |
| 35 | IWN | Ishares Russell 2000 Value E | -0.1% | -26.35% | 減碼 |
| 36 | AMGN | Amgen INC | -0.1% | -27.60% | 減碼 |
| 37 | JNJ | Johnson & Johnson | -0.1% | -10.50% | 減碼 |
| 38 | ROP | Roper Technologies INC | -0.1% | -1.55% | 減碼 |
| 39 | PANW | Palo Alto Networks INC | -0.1% | +0.69% | 加碼 |
| 40 | IWS | Ishares Russell Mid-cap Valu | -0.1% | -29.29% | 減碼 |
| 41 | ADBE | Adobe INC | -0.1% | +0.87% | 加碼 |
| 42 | PEP | Pepsico INC | -0.1% | -10.83% | 減碼 |
| 43 | IAA-WUSD | Iaa INC | -0.2% | +3.09% | 加碼 |
| 44 | IWF | Ishares Russell 1000 Growth | -0.2% | -2.43% | 減碼 |
| 45 | BDGS | Bridges Capital Tactical ETF | -0.2% | -1.79% | 減碼 |
| 46 | MA | Mastercard INC - A | -0.2% | -1.28% | 減碼 |
| 47 | AMZN | Amazon.com INC | -0.4% | +1.42% | 加碼 |
| 48 | AAPL | Apple INC | -1.1% | -2.39% | 減碼 |
| 49 | TPL | Texas Pacific Land CORP | — | NEW | 新建倉 |
| 50 | TPLUSD | Texas Pacific Land Trust | — | EXIT | 清倉 |