CIK: 0001755785
申報總市值
US$5.0億
僅顯示前 200 大持股（共 248 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 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 47.98% | -1.79% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.99% | -0.01% | -7.81% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.64% | — | -16.77% | |
| 4 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.38% | +0.31% | +4.33% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.18% | — | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.75% | -0.48% | -0.15% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.60% | -0.14% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.38% | +0.23% | -2.01% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.38% | -0.08% | +5.38% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.35% | +0.12% | +8.08% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.35% | — | — | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.25% | -0.03% | +14.53% | |
| 13 | XLE | Ss Energy Select Sector | ETF-其他 | 1.20% | +0.38% | +8.85% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.16% | -0.05% | -0.24% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | -0.06% | -0.26% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.98% | — | +16.88% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.88% | +0.06% | +10.68% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.87% | -0.03% | +15.29% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.87% | -0.11% | — | |
| 20 | XLB | Ss Materials Select Sector | ETF-其他 | 0.85% | +0.09% | +9.28% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.83% | — | +12.46% | |
| 22 | BX | Blackstone INC | 股票-金融 | 0.77% | -0.09% | — | |
| 23 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.74% | -0.32% | -2.66% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.67% | +0.11% | +16.45% | |
| 25 | DHR | Danaher CORP | 股票-醫療保健 | 0.66% | -0.09% | -1.28% | |
| 26 | QXO | Qxo INC | 股票-工業 | 0.56% | +0.11% | +671.36% | |
| 27 | BB3 | Brookline Bancorp INC | 股票-其他 | 0.54% | — | — | |
| 28 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.50% | -0.07% | — | |
| 29 | WM | Waste Management INC | 股票-工業 | 0.48% | — | — | |
| 30 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.47% | — | +2.26% | |
| 31 | TSLA | Tesla INC | 股票-循環性消費 | 0.45% | -0.04% | -4.90% | |
| 32 | ETN | Eaton Corporation plc | 股票-工業 | 0.44% | — | — | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.40% | -0.02% | — | |
| 34 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.39% | — | -8.89% | |
| 35 | PEP | Pepsico INC | 股票-非循環性消費 | 0.38% | — | -0.45% | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.37% | — | -11.23% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.36% | — | — | |
| 38 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.35% | -0.04% | +34.84% | |
| 39 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.33% | — | +1.01% | |
| 40 | BLK | Blackrock INC | 股票-金融 | 0.31% | — | — | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.31% | +0.15% | -3.54% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.30% | -0.04% | -12.12% | |
| 43 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.29% | — | -4.85% | |
| 44 | HBAN | Huntington Bancshares INC | 股票-金融 | 0.29% | — | — | |
| 45 | FAST | Fastenal Co | 股票-工業 | 0.28% | +0.05% | -1.27% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.24% | — | — | |
| 47 | MS | Morgan Stanley | 股票-金融 | 0.21% | — | — | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.21% | +0.07% | -3.36% | |
| 49 | NFLX | Netflix INC | 股票-通訊服務 | 0.21% | — | — | |
| 50 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.20% | — | -5.36% |