CIK: 0002107657
申報總市值
US$1.5億
僅顯示前 200 大持股（共 570 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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 12.18% | -0.82% | +90.91% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 12.17% | -0.76% | +1.44% | |
| 3 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 10.31% | -0.44% | — | |
| 4 | XSMO | Invesco S&p Smallcap Momentu | ETF-其他 | 9.69% | -0.11% | -12.73% | |
| 5 | IDMO | Invesco S&p International De | ETF-其他 | 9.14% | -0.45% | -10.11% | |
| 6 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 5.46% | +1.57% | +1.10% | |
| 7 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 4.98% | +0.19% | +85.50% | |
| 8 | AVDE | Avantis International Equity | ETF-其他 | 4.00% | +1.83% | — | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.76% | +0.40% | -3.47% | |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 1.79% | -1.77% | -62.44% | |
| 11 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-其他 | 1.40% | — | +8.01% | |
| 12 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.17% | -0.24% | -10.20% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.89% | +0.19% | -91.22% | |
| 14 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.84% | +0.03% | +1.69% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 0.83% | -0.08% | -0.80% | |
| 16 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.80% | +0.15% | +1.47% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.78% | -0.64% | +7.61% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 0.76% | +0.01% | -6.79% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | +0.03% | +0.82% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.74% | +0.02% | -2.09% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.67% | +0.01% | -9.40% | |
| 22 | AKRE | Akre Focus ETF | ETF-其他 | 0.58% | -0.07% | — | |
| 23 | ABBV | Abbvie INC | 股票-醫療保健 | 0.55% | — | +3.36% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | -0.48% | +486.94% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 0.52% | -0.50% | +4193.69% | |
| 26 | SNA | Snap-on INC | 股票-工業 | 0.51% | +0.09% | -2.58% | |
| 27 | GD | General Dynamics CORP | 股票-工業 | 0.49% | — | -5.71% | |
| 28 | MDT | Medtronic plc | 股票-醫療保健 | 0.49% | +0.02% | +16.65% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.49% | -0.11% | -3.16% | |
| 30 | LMT | Lockheed Martin CORP | 股票-工業 | 0.49% | +0.18% | -3.11% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.48% | -0.01% | -71.99% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.47% | — | -17.98% | |
| 33 | QCOM | Qualcomm INC | 股票-科技 | 0.47% | -0.46% | — | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.47% | -0.17% | +8.52% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.44% | — | +14.95% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.42% | — | +379.63% | |
| 37 | AEE | Ameren Corporation | 股票-公用事業 | 0.40% | +0.10% | -40.85% | |
| 38 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.39% | -0.02% | -10.26% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.38% | — | -10.08% | |
| 40 | AIQ | Global X Art Intel & Tech | ETF-科技型 | 0.38% | — | — | |
| 41 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.31% | +0.12% | -24.32% | |
| 42 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.31% | — | — | |
| 43 | ETN | Eaton Corporation plc | 股票-工業 | 0.30% | +0.17% | +5030.00% | |
| 44 | EOG | Eog Resources INC | 股票-能源 | 0.30% | -0.30% | -22.45% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.28% | — | +0.40% | |
| 46 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.26% | — | +111.16% | |
| 47 | HPQ | Hp INC | 股票-科技 | 0.25% | +0.11% | +7950.44% | |
| 48 | VFMO | Vanguard US Momentum Factor | ETF-其他 | 0.23% | -0.05% | — | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.23% | -0.02% | +1038.71% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.16% | — | +29.63% |