CIK: 0001775446
申報總市值
US$27.2億
僅顯示前 200 大持股（共 267 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 | 7.09% | +0.22% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.15% | -0.50% | — | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.89% | +0.22% | +3.62% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.00% | -0.19% | — | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.62% | -0.69% | -9.33% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.72% | — | +2.28% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.21% | — | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.89% | — | — | |
| 9 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.84% | — | — | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.80% | — | — | |
| 11 | TSLA | Tesla INC | 股票-循環性消費 | 1.54% | — | -19.17% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.43% | — | -7.57% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.37% | — | — | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.35% | -0.34% | — | |
| 15 | AVGO | Broadcom INC | 股票-科技 | 1.24% | — | +2.56% | |
| 16 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.24% | — | -0.40% | |
| 17 | WMT | Walmart INC | 股票-非循環性消費 | 1.20% | — | -11.68% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.20% | +0.50% | — | |
| 19 | MA | Mastercard INC - A | 股票-金融 | 1.14% | — | — | |
| 20 | NFLX | Netflix INC | 股票-通訊服務 | 1.02% | — | — | |
| 21 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.97% | — | -14.99% | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 0.95% | — | — | |
| 23 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 股票-其他 | 0.94% | — | -17.48% | |
| 24 | ETG | Eaton Vance T/a Gl Dvd Incm | 股票-其他 | 0.94% | -0.66% | EXIT | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.92% | — | -5.77% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.90% | — | — | |
| 27 | CSQ | Calamos Strat Ttl Rtrn Fnd | 股票-其他 | 0.89% | -1.10% | EXIT | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.88% | -0.42% | EXIT | |
| 29 | XLB | Ss Materials Select Sector | ETF-其他 | 0.78% | — | -25.12% | |
| 30 | ABBV | Abbvie INC | 股票-醫療保健 | 0.78% | — | +5.11% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | +0.91% | -15.72% | |
| 32 | DE | Deere & Co | 股票-工業 | 0.71% | — | +65.73% | |
| 33 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.69% | — | — | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.63% | -0.61% | EXIT | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.60% | -0.35% | +12.50% | |
| 36 | NEE | Nextera Energy INC | 股票-公用事業 | 0.59% | — | +32.06% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.58% | — | — | |
| 38 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.57% | — | — | |
| 39 | AMAT | Applied Materials INC | 股票-科技 | 0.55% | — | +14.81% | |
| 40 | TMUS | T-mobile US INC | 股票-通訊服務 | 0.55% | +0.51% | — | |
| 41 | RTX | Rtx CORP | 股票-工業 | 0.53% | -0.59% | EXIT | |
| 42 | CAT | Caterpillar INC | 股票-工業 | 0.52% | -0.44% | EXIT | |
| 43 | CRM | Salesforce INC | 股票-科技 | 0.49% | -0.58% | EXIT | |
| 44 | C | Citigroup INC | 股票-金融 | 0.49% | -0.78% | EXIT | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.48% | — | — | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.47% | -0.36% | EXIT | |
| 47 | GS | Goldman Sachs Group INC | 股票-金融 | 0.46% | -0.43% | EXIT | |
| 48 | GE | General Electric | 股票-工業 | 0.45% | — | — | |
| 49 | MS | Morgan Stanley | 股票-金融 | 0.45% | — | — | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.45% | -0.40% | EXIT |