CIK: 0001851184
申報總市值
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僅顯示前 200 大持股（共 627 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 8.18% | — | +8.74% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.19% | — | +22.41% | |
| 3 | AMAT | Applied Materials INC | 股票-科技 | 4.02% | — | — | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.54% | — | +6884.40% | |
| 5 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 3.53% | — | +3218.76% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.49% | — | +919.06% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.36% | — | +4054.94% | |
| 8 | IQV | Iqvia Holdings INC | 股票-醫療保健 | 3.20% | — | — | |
| 9 | MA | Mastercard INC - A | 股票-金融 | 2.85% | — | — | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.62% | — | +14.52% | |
| 11 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 2.51% | — | +7.43% | |
| 12 | MCHP | Microchip Technology INC | 股票-科技 | 2.42% | — | — | |
| 13 | HD | Home Depot INC | 股票-循環性消費 | 2.39% | — | +3741.66% | |
| 14 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 2.33% | — | — | |
| 15 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.33% | — | — | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 2.31% | — | +1785.45% | |
| 17 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 2.30% | — | — | |
| 18 | QLTA | Ishares Aaa - A Rated Corpor | ETF-其他 | 2.22% | — | +5.48% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.16% | — | +21.43% | |
| 20 | ADBE | Adobe INC | 股票-科技 | 2.14% | — | — | |
| 21 | NOC | Northrop Grumman CORP | 股票-工業 | 1.96% | — | — | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.95% | — | +2334.53% | |
| 23 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.93% | — | — | |
| 24 | DHR | Danaher CORP | 股票-醫療保健 | 1.78% | — | +2835.37% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.70% | — | +17.58% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.69% | — | +70.77% | |
| 27 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.66% | — | +3572.17% | |
| 28 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.55% | — | — | |
| 29 | KEYS | Keysight Technologies In | 股票-科技 | 1.49% | — | — | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.31% | — | +14.89% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.20% | — | +21.49% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.12% | — | +44.02% | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.04% | — | +0.26% | |
| 34 | NETL | Cltpnt Nt Leas Rl Est-usd In | ETF-其他 | 0.90% | — | +14.82% | |
| 35 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.81% | — | +16.29% | |
| 36 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 0.80% | — | +18.27% | |
| 37 | PBP | Invesco S&p 500 Buywrite ETF | ETF-大型股與成長 | 0.76% | — | +10.44% | |
| 38 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.72% | — | +16.99% | |
| 39 | GBDC | Golub Capital Bdc INC | 股票-金融 | 0.70% | — | +16.32% | |
| 40 | PAVE | Global X US Infrastructure | ETF-其他 | 0.63% | — | +16.87% | |
| 41 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.58% | — | +7.66% | |
| 42 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.43% | — | +11.33% | |
| 43 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.40% | — | +22.63% | |
| 44 | AAPL | Apple INC | 股票-科技 | 0.36% | — | +17.12% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.34% | — | — | |
| 46 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.31% | — | +19.92% | |
| 47 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.30% | — | +6.14% | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.29% | — | +6.13% | |
| 49 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 0.24% | — | +11.21% | |
| 50 | GMF | State Street Spdr S&p Emergi | ETF-其他 | 0.24% | — | -1.70% |