CIK: 0001671716
申報總市值
US$12.0億
僅顯示前 200 大持股（共 228 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 | MSFT | Microsoft CORP | 股票-科技 | 13.77% | -0.27% | -1.02% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.94% | — | -6.53% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.27% | +1.32% | +2.10% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.44% | +0.74% | -1.33% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.24% | +0.43% | -0.83% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.65% | -0.64% | -3.72% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.51% | +0.36% | -1.05% | |
| 8 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.82% | -0.16% | -7.68% | |
| 9 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.81% | -0.13% | +92.62% | |
| 10 | GSST | Goldman Sachs Ultra Short Bo | ETF-避險與商品 | 1.81% | — | +5.75% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.73% | +0.20% | -0.34% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.71% | — | -0.55% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.69% | — | -0.83% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.63% | +0.53% | -9.92% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.48% | +0.31% | +0.71% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.39% | +0.23% | -3.52% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.25% | +0.58% | -2.28% | |
| 18 | ✓ | Athira Pharma INC | 股票-其他 | 1.19% | — | — | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.18% | +0.23% | +85.48% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.15% | +0.32% | +8.55% | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.07% | +0.50% | -15.21% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.05% | -0.50% | +329.97% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.95% | -0.76% | +15.12% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.92% | — | -8.43% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.89% | — | -14.92% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.85% | — | +0.10% | |
| 27 | FTNT | Fortinet INC | 股票-科技 | 0.77% | -0.66% | EXIT | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | — | -6.31% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | -7.78% | |
| 30 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.71% | -0.20% | -8.69% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | — | -11.63% | |
| 32 | PCAR | Paccar INC | 股票-工業 | 0.68% | — | -7.33% | |
| 33 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.66% | -0.20% | -4.59% | |
| 34 | PYPL | Paypal Holdings INC | 股票-金融 | 0.64% | -0.17% | -2.08% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.64% | -0.33% | -0.70% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.62% | — | +1.59% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.62% | — | -4.99% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.62% | — | -0.34% | |
| 39 | DHR | Danaher CORP | 股票-醫療保健 | 0.58% | — | -9.36% | |
| 40 | ADBE | Adobe INC | 股票-科技 | 0.56% | -0.19% | -3.86% | |
| 41 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.55% | — | -1.32% | |
| 42 | ZTS | Zoetis INC | 股票-醫療保健 | 0.53% | — | -9.77% | |
| 43 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.51% | — | -3.53% | |
| 44 | UBER | Uber Technologies INC | 股票-工業 | 0.50% | — | +6.36% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.49% | — | +1.09% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.49% | — | +6.76% | |
| 47 | CTAS | Cintas CORP | 股票-工業 | 0.48% | — | -6.20% | |
| 48 | BLKCHF | Blackrock INC | 股票-其他 | 0.48% | — | -16.49% | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.46% | +1.39% | -34.46% | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.44% | — | +0.10% |