CIK: 0001567993
申報總市值
US$12.9億
僅顯示前 200 大持股（共 751 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 | 7.77% | -1.02% | +1.98% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.55% | -1.14% | +2.43% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.33% | — | +11.44% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.89% | -0.39% | +2.16% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.24% | -0.17% | +3.91% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.24% | -0.07% | +2.77% | |
| 7 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 2.07% | -0.15% | +1.22% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.05% | -0.18% | +4.41% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.99% | -0.29% | +4.97% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.93% | +0.25% | -0.31% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.93% | -0.24% | +6.73% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.80% | +0.44% | +3.28% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.77% | — | +2.97% | |
| 14 | HD | Home Depot INC | 股票-循環性消費 | 1.75% | -0.07% | +6.95% | |
| 15 | PANW | Palo Alto Networks INC | 股票-科技 | 1.62% | -0.10% | +0.95% | |
| 16 | APD | Air Products & Chemicals INC | 股票-原物料 | 1.52% | +0.17% | +1.03% | |
| 17 | UNP | Union Pacific CORP | 股票-工業 | 1.50% | — | +3.41% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 1.42% | -0.29% | +0.06% | |
| 19 | PEP | Pepsico INC | 股票-非循環性消費 | 1.37% | — | +5.61% | |
| 20 | DUK | Duke Energy CORP | 股票-公用事業 | 1.29% | +0.16% | -0.59% | |
| 21 | ETN | Eaton Corporation plc | 股票-工業 | 1.28% | +0.17% | +7.49% | |
| 22 | WMT | Walmart INC | 股票-非循環性消費 | 1.26% | +0.18% | +4.41% | |
| 23 | ACN | Accenture plc | 股票-科技 | 1.23% | -0.23% | +8.36% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.20% | +0.15% | +6.95% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.18% | — | -0.80% | |
| 26 | BX | Blackstone INC | 股票-金融 | 1.16% | -0.22% | +1.75% | |
| 27 | GS | Goldman Sachs Group INC | 股票-金融 | 1.16% | -0.07% | +3.41% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.13% | — | +3.63% | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.05% | +0.10% | +2.04% | |
| 30 | WM | Waste Management INC | 股票-工業 | 1.04% | — | +1.91% | |
| 31 | TT | Trane Technologies plc | 股票-工業 | 1.00% | — | -1.19% | |
| 32 | AMAT | Applied Materials INC | 股票-科技 | 0.98% | +0.36% | +1.93% | |
| 33 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.97% | +0.11% | +10.21% | |
| 34 | SYK | Stryker CORP | 股票-醫療保健 | 0.94% | — | +1.05% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.92% | — | +3.87% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.92% | +0.30% | +0.81% | |
| 37 | CTAS | Cintas CORP | 股票-工業 | 0.91% | -0.05% | +302.81% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.91% | -0.10% | +3.74% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工業 | 0.86% | +0.14% | +6.82% | |
| 40 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.84% | -0.08% | -2.06% | |
| 41 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.83% | — | +3.21% | |
| 42 | DE | Deere & Co | 股票-工業 | 0.76% | +0.10% | -1.05% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.73% | -0.12% | -0.60% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.73% | -0.11% | -2.67% | |
| 45 | STE | STERIS plc | 股票-醫療保健 | 0.71% | -0.07% | +2.70% | |
| 46 | TXN | Texas Instruments INC | 股票-科技 | 0.65% | — | +0.78% | |
| 47 | CAT | Caterpillar INC | 股票-工業 | 0.64% | +0.17% | -0.73% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.63% | +0.21% | +67.04% | |
| 49 | IQLT | Ishares Msci International Q | ETF-其他 | 0.61% | +0.18% | +5.94% | |
| 50 | SPGI | S&p Global INC | 股票-金融 | 0.57% | -0.08% | -0.68% |