CIK: 0001775446
申報總市值
US$27.2億
僅顯示前 200 大持股（共 284 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 | 7.12% | +0.22% | -1.88% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.87% | -0.50% | +1.92% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.84% | +0.22% | — | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.91% | -0.69% | +0.61% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.58% | -0.19% | +1.38% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.61% | — | +29.84% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.99% | — | +1.97% | |
| 8 | TSLA | Tesla INC | 股票-循環性消費 | 1.76% | — | +11.83% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.72% | — | +40.08% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.52% | — | +2.60% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.47% | — | +18.50% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.42% | — | +9.49% | |
| 13 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.39% | — | +33.59% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.23% | — | +7.13% | |
| 15 | AVGO | Broadcom INC | 股票-科技 | 1.20% | — | +895.48% | |
| 16 | WMT | Walmart INC | 股票-非循環性消費 | 1.19% | — | — | |
| 17 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.17% | — | +5.22% | |
| 18 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 股票-其他 | 1.14% | — | — | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.02% | +0.50% | +1.39% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | -0.34% | +3.11% | |
| 21 | XLB | Ss Materials Select Sector | ETF-其他 | 0.95% | — | +5.06% | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 0.94% | — | +37.38% | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 0.93% | — | +2.37% | |
| 24 | ETG | Eaton Vance T/a Gl Dvd Incm | 股票-其他 | 0.92% | -0.66% | EXIT | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.92% | -0.42% | EXIT | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.90% | — | +7.31% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.78% | — | +7.94% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.77% | +0.91% | +4.71% | |
| 29 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 0.71% | — | -43.45% | |
| 30 | NFLX | Netflix INC | 股票-通訊服務 | 0.71% | — | +17.76% | |
| 31 | GAM | General American Investors | 股票-其他 | 0.70% | — | -25.45% | |
| 32 | CSQ | Calamos Strat Ttl Rtrn Fnd | 股票-其他 | 0.69% | -1.10% | EXIT | |
| 33 | ETV | Eaton Vance T/m Buy-writ Opp | 股票-其他 | 0.66% | — | -41.27% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.65% | — | +9.81% | |
| 35 | ABBV | Abbvie INC | 股票-醫療保健 | 0.64% | — | +1.87% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.63% | — | +97.34% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.61% | -0.35% | — | |
| 38 | XLE | Ss Energy Select Sector | ETF-其他 | 0.61% | +1.87% | +13.11% | |
| 39 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.59% | -0.50% | EXIT | |
| 40 | CAT | Caterpillar INC | 股票-工業 | 0.56% | -0.44% | EXIT | |
| 41 | CRM | Salesforce INC | 股票-科技 | 0.52% | -0.58% | EXIT | |
| 42 | PEP | Pepsico INC | 股票-非循環性消費 | 0.51% | -0.43% | EXIT | |
| 43 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.51% | — | -3.14% | |
| 44 | NEE | Nextera Energy INC | 股票-公用事業 | 0.49% | — | +49.59% | |
| 45 | XDIAX | Nuveen Dow 30 Dynamic Overwr | 股票-其他 | 0.48% | — | +16.03% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.47% | — | +0.37% | |
| 47 | ADBE | Adobe INC | 股票-科技 | 0.47% | — | -0.87% | |
| 48 | AMD | Advanced Micro Devices | 股票-科技 | 0.46% | — | +11.75% | |
| 49 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.45% | — | +68.75% | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.45% | -0.61% | EXIT |