CIK: 0001567993
申報總市值
US$12.9億
僅顯示前 200 大持股（共 759 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 | 7.62% | -1.02% | -2.58% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.23% | -1.14% | -1.35% | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.21% | -0.39% | -4.77% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.14% | — | +0.62% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.47% | -0.17% | +0.50% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.45% | -0.07% | +829.61% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.20% | -0.24% | +1.08% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.08% | -0.18% | +0.64% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.06% | +0.25% | -2.40% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.00% | -0.29% | -0.13% | |
| 11 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.97% | -0.15% | +0.41% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.81% | — | -0.76% | |
| 13 | PANW | Palo Alto Networks INC | 股票-科技 | 1.76% | -0.10% | +1.12% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.74% | +0.44% | +0.32% | |
| 15 | HD | Home Depot INC | 股票-循環性消費 | 1.54% | -0.07% | -0.08% | |
| 16 | UNP | Union Pacific CORP | 股票-工業 | 1.47% | — | +2.10% | |
| 17 | APD | Air Products & Chemicals INC | 股票-原物料 | 1.44% | +0.17% | +0.97% | |
| 18 | PEP | Pepsico INC | 股票-非循環性消費 | 1.40% | — | -0.23% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.30% | -0.29% | -1.70% | |
| 20 | ETN | Eaton Corporation plc | 股票-工業 | 1.25% | +0.17% | -3.56% | |
| 21 | DUK | Duke Energy CORP | 股票-公用事業 | 1.25% | +0.16% | -1.34% | |
| 22 | AMAT | Applied Materials INC | 股票-科技 | 1.25% | +0.36% | -0.32% | |
| 23 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.17% | — | +0.45% | |
| 24 | WM | Waste Management INC | 股票-工業 | 1.16% | — | -0.12% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.14% | +0.15% | +2.65% | |
| 26 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.14% | +0.10% | +9.35% | |
| 27 | GS | Goldman Sachs Group INC | 股票-金融 | 1.13% | -0.07% | +3.28% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.13% | — | +0.40% | |
| 29 | WMT | Walmart INC | 股票-非循環性消費 | 1.12% | +0.18% | +2.79% | |
| 30 | ACN | Accenture plc | 股票-科技 | 1.08% | -0.23% | +2.16% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 1.07% | +0.30% | +0.98% | |
| 32 | BX | Blackstone INC | 股票-金融 | 1.02% | -0.22% | +1.43% | |
| 33 | SYK | Stryker CORP | 股票-醫療保健 | 0.97% | — | +0.57% | |
| 34 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.95% | +0.11% | +4.71% | |
| 35 | TT | Trane Technologies plc | 股票-工業 | 0.94% | — | -4.09% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.89% | -0.12% | -3.18% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | — | -0.97% | |
| 38 | CTAS | Cintas CORP | 股票-工業 | 0.85% | -0.05% | +0.35% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.85% | -0.10% | +2.60% | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.85% | -0.11% | -0.07% | |
| 41 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.84% | — | +3.29% | |
| 42 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.81% | -0.08% | -0.67% | |
| 43 | DE | Deere & Co | 股票-工業 | 0.76% | +0.10% | -3.24% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工業 | 0.72% | +0.14% | +3.22% | |
| 45 | STE | STERIS plc | 股票-醫療保健 | 0.69% | -0.07% | +2.25% | |
| 46 | TXN | Texas Instruments INC | 股票-科技 | 0.68% | — | +0.40% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.66% | — | -4.89% | |
| 48 | FDX | Fedex CORP | 股票-工業 | 0.63% | — | +7.43% | |
| 49 | CAT | Caterpillar INC | 股票-工業 | 0.61% | +0.17% | +4.06% | |
| 50 | IQLT | Ishares Msci International Q | ETF-其他 | 0.60% | +0.18% | +1.24% |