CIK: 0002056577
申報總市值
US$1.4億
僅顯示前 200 大持股（共 219 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 | AAPL | Apple INC | 股票-科技 | 5.54% | -0.37% | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.10% | -0.12% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.29% | -0.87% | — | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.85% | -0.48% | — | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.90% | -0.05% | — | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.71% | -0.31% | — | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.45% | -0.12% | — | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.41% | — | — | |
| 9 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 2.11% | -0.24% | — | |
| 10 | PEP | Pepsico INC | 股票-非循環性消費 | 2.01% | +0.18% | — | |
| 11 | ZTS | Zoetis INC | 股票-醫療保健 | 1.77% | — | — | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.76% | -0.07% | — | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.70% | — | — | |
| 14 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.50% | +0.18% | — | |
| 15 | LDOS | Leidos Holdings INC | 股票-科技 | 1.48% | -0.15% | — | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.48% | -0.16% | — | |
| 17 | TOST | Toast Inc-class A | 股票-科技 | 1.44% | -0.25% | — | |
| 18 | WM | Waste Management INC | 股票-工業 | 1.39% | — | — | |
| 19 | CRM | Salesforce INC | 股票-科技 | 1.28% | -0.23% | — | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.26% | — | — | |
| 21 | EPI | Wisdomtree India Earnings | ETF-其他 | 1.26% | -0.05% | — | |
| 22 | USB | US Bancorp | 股票-金融 | 1.26% | -0.03% | — | |
| 23 | PANW | Palo Alto Networks INC | 股票-科技 | 1.25% | -0.10% | — | |
| 24 | BAUG | Innovator U.s. Equity Buffer | ETF-其他 | 1.24% | -0.15% | — | |
| 25 | FDX | Fedex CORP | 股票-工業 | 1.20% | +0.11% | — | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.12% | +0.21% | — | |
| 27 | CBRE | Cbre Group INC - A | 股票-房地產 | 1.09% | -0.21% | — | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.09% | +0.18% | — | |
| 29 | C | Citigroup INC | 股票-金融 | 1.08% | — | — | |
| 30 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 1.05% | — | — | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.98% | +0.18% | — | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.98% | +0.24% | — | |
| 33 | AMT | American Tower CORP | 股票-房地產 | 0.96% | -0.20% | — | |
| 34 | ZBH | Zimmer Biomet Holdings INC | 股票-醫療保健 | 0.94% | — | — | |
| 35 | CMG | Chipotle Mexican Grill INC | 股票-循環性消費 | 0.93% | — | — | |
| 36 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.92% | — | — | |
| 37 | IQV | Iqvia Holdings INC | 股票-醫療保健 | 0.85% | -0.26% | — | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.82% | +0.27% | — | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.81% | — | — | |
| 40 | TWO 6.25 01-15-26 | Two Harbors Inv CORP | 股票-其他 | 0.81% | -0.67% | EXIT | |
| 41 | BJUL | Innovator U.s. Equity Buffer | ETF-其他 | 0.80% | — | — | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.74% | -0.18% | — | |
| 43 | AXP | American Express Co | 股票-金融 | 0.73% | -0.17% | — | |
| 44 | BAPR | Innovator U.s. Equity Buffer | ETF-其他 | 0.72% | — | — | |
| 45 | GNRC | Generac Holdings INC | 股票-工業 | 0.70% | — | — | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.70% | — | — | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.69% | — | — | |
| 48 | LHX | L3harris Technologies INC | 股票-工業 | 0.69% | +0.20% | — | |
| 49 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.68% | — | — | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.66% | -0.04% | — |