CIK: 0001800453
申報總市值
US$1.9億
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 14.75% | — | — | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 4.49% | — | -32.21% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.22% | — | — | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.88% | — | +44.16% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.84% | — | +8.61% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.44% | — | +161.25% | |
| 7 | IHDG | Wisdomtree International Hed | ETF-其他 | 3.25% | — | — | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-其他 | 3.21% | — | — | |
| 9 | PANW | Palo Alto Networks INC | 股票-科技 | 2.14% | — | +27.65% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.99% | — | -5.45% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | — | -1.30% | |
| 12 | RUN | Sunrun INC | 股票-科技 | 1.91% | — | +122.28% | |
| 13 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.73% | — | +7.09% | |
| 14 | CRM | Salesforce INC | 股票-科技 | 1.72% | — | +21.24% | |
| 15 | AVGO | Broadcom INC | 股票-科技 | 1.71% | — | -4.00% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.68% | — | +20.86% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.68% | — | -0.76% | |
| 18 | GD | General Dynamics CORP | 股票-工業 | 1.64% | — | +7.56% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.59% | — | +20.06% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.58% | — | +26.11% | |
| 21 | UPS | United Parcel Service-cl B | 股票-工業 | 1.58% | — | +6.43% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.58% | — | +2.35% | |
| 23 | CMG | Chipotle Mexican Grill INC | 股票-循環性消費 | 1.55% | — | +27.68% | |
| 24 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.54% | — | -28.20% | |
| 25 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 1.53% | — | +30.63% | |
| 26 | NOW | Servicenow INC | 股票-科技 | 1.52% | — | +24.97% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 1.49% | — | +5.91% | |
| 28 | PEP | Pepsico INC | 股票-非循環性消費 | 1.47% | — | +1.88% | |
| 29 | AXP | American Express Co | 股票-金融 | 1.47% | — | +30.94% | |
| 30 | RTX | Rtx CORP | 股票-工業 | 1.46% | — | +6.75% | |
| 31 | WMT | Walmart INC | 股票-非循環性消費 | 1.46% | — | -0.35% | |
| 32 | DHR | Danaher CORP | 股票-醫療保健 | 1.45% | — | +22.72% | |
| 33 | TXN | Texas Instruments INC | 股票-科技 | 1.44% | — | +2.84% | |
| 34 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.42% | — | +31.86% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.35% | — | +2.47% | |
| 36 | HON | Honeywell International INC | 股票-工業 | 1.35% | — | +34.71% | |
| 37 | MDT | Medtronic plc | 股票-醫療保健 | 1.30% | — | +1.38% | |
| 38 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 1.19% | — | — | |
| 39 | WM | Waste Management INC | 股票-工業 | 1.14% | — | +26.15% | |
| 40 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 1.13% | — | +23.87% | |
| 41 | SYK | Stryker CORP | 股票-醫療保健 | 1.12% | — | +25.60% | |
| 42 | LULU | Lululemon Athletica INC | 股票-循環性消費 | 1.12% | — | +29.26% | |
| 43 | ✓ | Nikola CORP | 股票-其他 | 0.93% | — | — | |
| 44 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.81% | — | +7.78% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.78% | — | -92.22% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.77% | — | -66.85% | |
| 47 | RIVN | Rivian Automotive Inc-a | 股票-循環性消費 | 0.67% | — | +91.72% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | — | -75.70% | |
| 49 | TSLA | Tesla INC | 股票-循環性消費 | 0.36% | — | -22.11% | |
| 50 | COOK | Traeger, Inc. | 股票-其他 | 0.36% | — | — |