CIK: 0001755785
申報總市值
US$5.0億
僅顯示前 200 大持股（共 279 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 | 43.81% | -1.79% | -0.33% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.41% | -0.01% | -12.85% | |
| 3 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.41% | +0.31% | +1.03% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.28% | -0.14% | — | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | -0.48% | -0.04% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.14% | — | — | |
| 7 | SLV | Ishares Silver Trust | ETF-避險與商品 | 1.94% | -0.32% | -2.90% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.82% | +0.23% | -11.75% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.44% | -0.05% | +0.73% | |
| 10 | QXO | Qxo INC | 股票-工業 | 1.42% | +0.11% | +4.92% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.34% | -0.08% | -0.05% | |
| 12 | BE | Bloom Energy Corp- A | 股票-工業 | 1.22% | +0.73% | -1.94% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.19% | +0.12% | +1.83% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.17% | +0.15% | +0.25% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | -0.06% | — | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.16% | -0.03% | +105.68% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.16% | — | — | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.13% | -0.11% | — | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 1.08% | -0.07% | — | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.94% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.84% | -0.04% | -0.09% | |
| 22 | XLE | Ss Energy Select Sector | ETF-其他 | 0.83% | +0.38% | +95.47% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.72% | — | +3.22% | |
| 24 | DHR | Danaher CORP | 股票-醫療保健 | 0.71% | -0.09% | — | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.70% | -0.03% | +107.94% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.63% | +0.11% | +107.33% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.51% | — | — | |
| 28 | BX | Blackstone INC | 股票-金融 | 0.49% | -0.09% | — | |
| 29 | XLB | Ss Materials Select Sector | ETF-其他 | 0.46% | +0.09% | +107.54% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.44% | -0.02% | +0.71% | |
| 31 | UBER | Uber Technologies INC | 股票-工業 | 0.43% | -0.04% | -1.96% | |
| 32 | WM | Waste Management INC | 股票-工業 | 0.41% | — | — | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.40% | — | -4.69% | |
| 34 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.37% | — | +5.55% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.36% | — | — | |
| 36 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.36% | -0.07% | — | |
| 37 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.33% | — | — | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.32% | — | — | |
| 39 | ETN | Eaton Corporation plc | 股票-工業 | 0.32% | — | — | |
| 40 | TSLA | Tesla INC | 股票-循環性消費 | 0.30% | -0.04% | — | |
| 41 | DMLP | Dorchester Minerals LP | 股票-其他 | 0.29% | +0.07% | +6.06% | |
| 42 | NEE | Nextera Energy INC | 股票-公用事業 | 0.29% | +0.05% | — | |
| 43 | PWR | Quanta Services INC | 股票-工業 | 0.28% | +0.11% | — | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.28% | +0.07% | -0.18% | |
| 45 | TRIN | Trinity Capital INC | 股票-其他 | 0.28% | — | — | |
| 46 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.27% | -0.04% | — | |
| 47 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.27% | — | -1.60% | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.25% | -0.02% | — | |
| 49 | BLK | Blackrock INC | 股票-金融 | 0.25% | — | — | |
| 50 | FAST | Fastenal Co | 股票-工業 | 0.24% | +0.05% | — |