CIK: 0001759271
申報總市值
US$6.1億
僅顯示前 200 大持股（共 253 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 4.79% | -0.81% | +4.02% | |
| 2 | GTM | Zoominfo Technologies INC | 股票-科技 | 4.47% | — | +100.04% | |
| 3 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股與成長 | 4.25% | — | +23.49% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.09% | -0.23% | +0.41% | |
| 5 | ZION | Zions Bancorp NA | 股票-金融 | 2.44% | — | +99.89% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.42% | -0.17% | +4.50% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.20% | -0.36% | -0.39% | |
| 8 | ✓ | Broadcom Inc. | 股票-其他 | 2.06% | — | -1.60% | |
| 9 | ✓ | J P Morgan Chase And Co | 股票-其他 | 1.65% | — | -0.88% | |
| 10 | ✓ | Meta Platforms, Inc. | 股票-其他 | 1.49% | — | -0.34% | |
| 11 | ✓ | AbbVie Inc. | 股票-其他 | 1.45% | -0.14% | -0.18% | |
| 12 | ✓ | Alphabet Inc. | 股票-其他 | 1.44% | -0.19% | +4.94% | |
| 13 | GLW | Corning INC | 股票-科技 | 1.44% | -1.21% | -0.70% | |
| 14 | TXN | Texas Instruments INC | 股票-科技 | 1.41% | +0.07% | -0.80% | |
| 15 | ✓ | AT & T, Inc. New | 股票-其他 | 1.40% | +0.25% | -1.09% | |
| 16 | MS | Morgan Stanley | 股票-金融 | 1.37% | -0.30% | -0.24% | |
| 17 | AMGN | Amgen INC | 股票-醫療保健 | 1.37% | +0.03% | +6.24% | |
| 18 | EMN | Eastman Chemical Co | 股票-原物料 | 1.36% | +0.24% | -0.60% | |
| 19 | CMI | Cummins INC | 股票-工業 | 1.32% | — | -1.31% | |
| 20 | HD | Home Depot INC | 股票-循環性消費 | 1.30% | — | -1.29% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工業 | 1.30% | +0.23% | -0.58% | |
| 22 | ✓ | Altria Group, Inc. | 股票-其他 | 1.30% | +0.11% | -0.14% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.28% | +0.36% | -1.48% | |
| 24 | ✓ | Unum Group | 股票-其他 | 1.27% | — | -0.23% | |
| 25 | BBY | Best Buy Co INC | 股票-循環性消費 | 1.27% | — | -0.59% | |
| 26 | ✓ | NVIDIA Corporation | 股票-其他 | 1.26% | — | +923.61% | |
| 27 | TPR | Tapestry INC | 股票-循環性消費 | 1.25% | — | -0.17% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.25% | +0.06% | -0.21% | |
| 29 | PEP | Pepsico INC | 股票-非循環性消費 | 1.24% | +0.08% | -0.66% | |
| 30 | PKG | Packaging CORP Of America | 股票-循環性消費 | 1.23% | -1.00% | -0.52% | |
| 31 | ✓ | Ally Finl INC Com | 股票-其他 | 1.23% | -0.20% | -0.54% | |
| 32 | ✓ | Verizon Communications Inc. | 股票-其他 | 1.22% | +0.34% | -1.20% | |
| 33 | ✓ | Entergy Corporation | 股票-其他 | 1.21% | +0.18% | -0.03% | |
| 34 | ✓ | Duke Energy Corporation | 股票-其他 | 1.20% | +0.11% | -0.06% | |
| 35 | GILD | Gilead Sciences INC | 股票-醫療保健 | 1.20% | — | +11.38% | |
| 36 | STT | State Street CORP | 股票-金融 | 1.20% | -0.18% | -1.29% | |
| 37 | ✓ | Clearway Energy INC Cl C | 股票-其他 | 1.19% | +0.15% | -1.71% | |
| 38 | DOW | Dow INC | 股票-原物料 | 1.17% | — | -0.06% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 1.15% | -0.29% | -1.16% | |
| 40 | ✓ | Xcel Energy Inc. | 股票-其他 | 1.15% | +0.04% | +301.84% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.11% | +0.15% | -2.49% | |
| 42 | DINO | Hf Sinclair CORP | 股票-能源 | 1.09% | — | -0.38% | |
| 43 | CMA | Comerica INC | 股票-其他 | 1.08% | -1.40% | EXIT | |
| 44 | CAG | Conagra Brands INC | 股票-非循環性消費 | 1.08% | — | -0.07% | |
| 45 | UPS | United Parcel Service-cl B | 股票-工業 | 1.02% | — | -1.77% | |
| 46 | SNA | Snap-on INC | 股票-工業 | 1.02% | — | +1.22% | |
| 47 | IPG | Interpublic Group Of Cos INC | 股票-其他 | 1.02% | — | -2.04% | |
| 48 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 1.02% | +0.07% | -1.55% | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.98% | +0.09% | -3.70% | |
| 50 | MAA | Mid-america Apartment Comm | 股票-房地產 | 0.97% | -0.10% | — |