CIK: 0002056577
申報總市值
US$1.4億
僅顯示前 200 大持股（共 269 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-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.05% | -0.12% | +6.39% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.86% | -0.87% | +14.59% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.82% | -0.37% | +5.19% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.00% | -0.48% | +0.38% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.18% | -0.31% | +7.15% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.06% | -0.05% | +12.77% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.67% | — | +29.32% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.09% | -0.12% | +0.36% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.02% | — | +11.15% | |
| 10 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.82% | -0.24% | +10.08% | |
| 11 | PEP | Pepsico INC | 股票-非循環性消費 | 1.72% | +0.18% | +7.49% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 1.66% | -0.16% | -1.05% | |
| 13 | LDOS | Leidos Holdings INC | 股票-科技 | 1.57% | -0.15% | -2.30% | |
| 14 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.41% | +0.18% | +5.50% | |
| 15 | PANW | Palo Alto Networks INC | 股票-科技 | 1.33% | -0.10% | +12.24% | |
| 16 | TOST | Toast Inc-class A | 股票-科技 | 1.22% | -0.25% | — | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.21% | +0.18% | — | |
| 18 | C | Citigroup INC | 股票-金融 | 1.21% | — | -0.38% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.20% | +0.21% | +24.11% | |
| 20 | BAUG | Innovator U.s. Equity Buffer | ETF-其他 | 1.15% | -0.15% | -4.37% | |
| 21 | IQV | Iqvia Holdings INC | 股票-醫療保健 | 1.11% | -0.26% | — | |
| 22 | USB | US Bancorp | 股票-金融 | 1.08% | -0.03% | +0.00% | |
| 23 | CBRE | Cbre Group INC - A | 股票-房地產 | 1.04% | -0.21% | — | |
| 24 | MBB | Ishares Mbs ETF | ETF-其他 | 0.95% | — | +56.67% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.95% | — | -6.39% | |
| 26 | UBER | Uber Technologies INC | 股票-工業 | 0.90% | -0.06% | — | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.90% | +0.24% | -13.89% | |
| 28 | EPI | Wisdomtree India Earnings | ETF-其他 | 0.89% | -0.05% | +7.05% | |
| 29 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 0.87% | — | +9.93% | |
| 30 | LHX | L3harris Technologies INC | 股票-工業 | 0.86% | +0.20% | — | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.85% | +0.18% | — | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.79% | — | +36.00% | |
| 33 | CRM | Salesforce INC | 股票-科技 | 0.78% | -0.23% | +1.48% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.78% | — | +23.56% | |
| 35 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.78% | — | — | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | -0.07% | +0.94% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.75% | -0.04% | -4.09% | |
| 38 | PFEB | Innovator U.s. Equity Power | ETF-其他 | 0.75% | — | -4.58% | |
| 39 | AMT | American Tower CORP | 股票-房地產 | 0.71% | -0.20% | -17.05% | |
| 40 | BJUL | Innovator U.s. Equity Buffer | ETF-其他 | 0.70% | — | — | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.70% | +0.27% | -10.02% | |
| 42 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.70% | +0.29% | +77.19% | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.69% | -0.18% | -2.76% | |
| 44 | TWO 6.25 01-15-26 | Two Harbors Inv CORP | 股票-其他 | 0.68% | -0.67% | EXIT | |
| 45 | AXP | American Express Co | 股票-金融 | 0.68% | -0.17% | — | |
| 46 | ABBV | Abbvie INC | 股票-醫療保健 | 0.65% | — | +42.63% | |
| 47 | CMG | Chipotle Mexican Grill INC | 股票-循環性消費 | 0.63% | — | +20.90% | |
| 48 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.63% | — | +5.33% | |
| 49 | ITW | Illinois Tool Works | 股票-工業 | 0.62% | — | — | |
| 50 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.62% | — | -3.67% |