CIK: 0001995383
申報總市值
US$1.4億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 24.91% | -5.15% | +154.44% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 22.04% | -3.19% | -19.08% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 6.40% | — | — | |
| 4 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 6.20% | -2.21% | — | |
| 5 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 3.73% | — | — | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.49% | -0.58% | EXIT | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.09% | -1.07% | -3.53% | |
| 8 | PNC | Pnc Financial Services Group | 股票-金融 | 2.72% | — | -25.44% | |
| 9 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.69% | -0.70% | EXIT | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.65% | -1.66% | +42.45% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.39% | -1.98% | +6.25% | |
| 12 | NFLX | Netflix INC | 股票-通訊服務 | 2.17% | — | -17.74% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.84% | -3.11% | +304.43% | |
| 14 | CB | Chubb Limited | 股票-金融 | 1.79% | -0.69% | -29.01% | |
| 15 | HD | Home Depot INC | 股票-循環性消費 | 1.43% | — | -7.52% | |
| 16 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 1.14% | — | — | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.00% | -1.78% | EXIT | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.00% | — | -54.06% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.95% | — | — | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.88% | +17.91% | NEW | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.86% | — | +20.77% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.76% | -1.96% | -31.62% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.65% | -0.80% | EXIT | |
| 24 | DELL | Dell Technologies -c | 股票-科技 | 0.62% | +0.46% | NEW | |
| 25 | XSD | Ss Spdr S&p Semiconductor | ETF-其他 | 0.58% | — | — | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.56% | -1.57% | -70.18% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.49% | +7.34% | NEW | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.45% | +0.39% | NEW | |
| 29 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.43% | — | -49.14% | |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.42% | +0.36% | NEW | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | — | -11.63% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.32% | +0.38% | NEW | |
| 33 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.28% | — | -85.90% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.28% | — | — | |
| 35 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.22% | — | — | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.21% | — | — |