CIK: 0001360798
申報總市值
US$23.7億
僅顯示前 200 大持股（共 347 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 | AMZN | Amazon.com INC | 股票-循環性消費 | 38.23% | +2.20% | -1.21% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.74% | -0.01% | +4.53% | |
| 3 | TMUS | T-mobile US INC | 股票-通訊服務 | 5.80% | — | +368.60% | |
| 4 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 4.34% | — | +8.33% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.67% | +0.28% | +1.69% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.83% | +0.43% | +345.98% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.74% | +0.13% | +0.20% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.77% | — | +0.30% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.37% | — | +0.65% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.94% | — | +0.63% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.93% | — | +1.51% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.93% | — | -27.59% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.90% | — | -19.07% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.76% | — | +0.76% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.60% | -0.38% | EXIT | |
| 16 | AVLRUSD | Avalara INC | 股票-其他 | 0.59% | — | -18.93% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.58% | -0.34% | EXIT | |
| 18 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.56% | +0.18% | +4.00% | |
| 19 | TSLA | Tesla INC | 股票-循環性消費 | 0.55% | — | +471.91% | |
| 20 | INTC | Intel CORP | 股票-科技 | 0.49% | -0.32% | EXIT | |
| 21 | DOCU | Docusign INC | 股票-科技 | 0.47% | — | +6.55% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | — | +9.52% | |
| 23 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.45% | -0.46% | EXIT | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.44% | +0.28% | +7.65% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.39% | +0.18% | +4.55% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.39% | — | -0.16% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.38% | -0.23% | EXIT | |
| 28 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.35% | — | +1.46% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.35% | — | -2.93% | |
| 30 | CRM | Salesforce INC | 股票-科技 | 0.34% | — | +0.97% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.34% | — | +1.89% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.33% | — | +23.96% | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.33% | — | +3.32% | |
| 34 | PCAR | Paccar INC | 股票-工業 | 0.33% | — | +8.45% | |
| 35 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.32% | — | +17.55% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.29% | — | +8.99% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.27% | — | +30.15% | |
| 38 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.26% | -0.12% | EXIT | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.26% | — | +0.74% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.24% | -0.36% | EXIT | |
| 41 | HD | Home Depot INC | 股票-循環性消費 | 0.22% | — | +14.88% | |
| 42 | SEDG | Solaredge Technologies INC | 股票-科技 | 0.22% | — | -2.40% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.21% | — | +6.74% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.21% | — | +2.42% | |
| 45 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.20% | — | +75.55% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.20% | — | +0.08% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.19% | — | +5.94% | |
| 48 | AMGN | Amgen INC | 股票-醫療保健 | 0.19% | — | +14.33% | |
| 49 | ADBE | Adobe INC | 股票-科技 | 0.19% | — | +6.71% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.18% | — | +5.46% |