CIK: 0002056577
申報總市值
US$1.4億
僅顯示前 200 大持股（共 256 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 | 4.99% | -0.37% | -1.48% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.97% | -0.48% | -2.21% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.96% | -0.12% | -0.20% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.49% | -0.87% | +0.23% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.17% | -0.31% | -1.25% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.02% | -0.05% | -2.04% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.73% | — | +2.00% | |
| 8 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 2.14% | -0.24% | — | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.13% | -0.12% | -1.76% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.01% | — | -2.53% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 1.74% | -0.16% | -0.11% | |
| 12 | PEP | Pepsico INC | 股票-非循環性消費 | 1.71% | +0.18% | -1.13% | |
| 13 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.47% | +0.18% | — | |
| 14 | C | Citigroup INC | 股票-金融 | 1.37% | — | -0.17% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.30% | +0.18% | — | |
| 16 | LDOS | Leidos Holdings INC | 股票-科技 | 1.27% | -0.15% | -14.25% | |
| 17 | IQV | Iqvia Holdings INC | 股票-醫療保健 | 1.25% | -0.26% | -3.68% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.20% | +0.21% | +1.14% | |
| 19 | BAUG | Innovator U.s. Equity Buffer | ETF-其他 | 1.16% | -0.15% | — | |
| 20 | TOST | Toast Inc-class A | 股票-科技 | 1.16% | -0.25% | -1.39% | |
| 21 | PANW | Palo Alto Networks INC | 股票-科技 | 1.15% | -0.10% | -3.34% | |
| 22 | USB | US Bancorp | 股票-金融 | 1.14% | -0.03% | -3.25% | |
| 23 | CBRE | Cbre Group INC - A | 股票-房地產 | 1.04% | -0.21% | — | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.97% | — | +0.89% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.94% | +0.24% | -4.51% | |
| 26 | MBB | Ishares Mbs ETF | ETF-其他 | 0.92% | — | -1.95% | |
| 27 | CRM | Salesforce INC | 股票-科技 | 0.86% | -0.23% | -0.98% | |
| 28 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 0.85% | — | -0.45% | |
| 29 | EPI | Wisdomtree India Earnings | ETF-其他 | 0.84% | -0.05% | -8.06% | |
| 30 | LHX | L3harris Technologies INC | 股票-工業 | 0.84% | +0.20% | +3.17% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.84% | +0.18% | +7.47% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.79% | — | — | |
| 33 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.79% | — | — | |
| 34 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 0.76% | — | +94.64% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | -0.04% | — | |
| 36 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.74% | +0.29% | +7.40% | |
| 37 | AXP | American Express Co | 股票-金融 | 0.73% | -0.17% | -1.69% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | -0.07% | -4.67% | |
| 39 | UBER | Uber Technologies INC | 股票-工業 | 0.72% | -0.06% | -2.25% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.70% | — | -1.82% | |
| 41 | BJUL | Innovator U.s. Equity Buffer | ETF-其他 | 0.69% | — | -3.13% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.67% | -0.18% | -9.76% | |
| 43 | TWO 6.25 01-15-26 | Two Harbors Inv CORP | 股票-其他 | 0.67% | -0.67% | EXIT | |
| 44 | NLY | Annaly Capital Management In | 股票-房地產 | 0.65% | — | +4.33% | |
| 45 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.65% | — | -0.32% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.64% | +0.27% | -5.56% | |
| 47 | ABBV | Abbvie INC | 股票-醫療保健 | 0.63% | — | -1.21% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | — | +41.55% | |
| 49 | KDP | Keurig Dr Pepper INC | 股票-非循環性消費 | 0.60% | — | +64.45% | |
| 50 | WM | Waste Management INC | 股票-工業 | 0.59% | — | — |