CIK: 0001851184
申報總市值
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僅顯示前 200 大持股（共 654 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 | 7.92% | — | +104.21% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.74% | — | +14.05% | |
| 3 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 3.35% | — | -6.67% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.30% | — | +2.76% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.22% | — | -1.11% | |
| 6 | AMAT | Applied Materials INC | 股票-科技 | 2.89% | — | -14.61% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.65% | — | -13.19% | |
| 8 | IQV | Iqvia Holdings INC | 股票-醫療保健 | 2.62% | — | -0.27% | |
| 9 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 2.62% | — | +7.82% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.58% | — | +4.14% | |
| 11 | MA | Mastercard INC - A | 股票-金融 | 2.57% | — | -9.47% | |
| 12 | MRVI | Maravai Lifesciences Hldgs-a | 股票-其他 | 2.57% | — | — | |
| 13 | MCHP | Microchip Technology INC | 股票-科技 | 2.40% | — | +14.70% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 2.38% | — | +0.40% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.32% | — | +13.35% | |
| 16 | QLTA | Ishares Aaa - A Rated Corpor | ETF-其他 | 2.23% | — | +8.52% | |
| 17 | NOC | Northrop Grumman CORP | 股票-工業 | 2.21% | — | -2.89% | |
| 18 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 2.05% | — | +0.49% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.98% | — | +3.66% | |
| 20 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.83% | — | -6.95% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.79% | — | +13.55% | |
| 22 | ADBE | Adobe INC | 股票-科技 | 1.78% | — | +3.17% | |
| 23 | PPA | Invesco Aerospace & Defense | ETF-其他 | 1.69% | — | — | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.68% | — | +4.23% | |
| 25 | DHR | Danaher CORP | 股票-醫療保健 | 1.65% | — | +3.83% | |
| 26 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.63% | — | -2.25% | |
| 27 | BALL | Ball CORP | 股票-循環性消費 | 1.48% | — | +396954.17% | |
| 28 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.41% | — | -36.61% | |
| 29 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.39% | — | -5.39% | |
| 30 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.37% | — | -11.44% | |
| 31 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.33% | — | — | |
| 32 | KEYS | Keysight Technologies In | 股票-科技 | 1.33% | — | +16.54% | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 1.31% | — | -24.47% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.23% | — | +25.70% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.23% | — | +103.07% | |
| 36 | CRL | Charles River Laboratories | 股票-醫療保健 | 1.19% | — | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.16% | — | +9.07% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.13% | — | +8.87% | |
| 39 | AAPL | Apple INC | 股票-科技 | 1.08% | — | +207.26% | |
| 40 | NETL | Cltpnt Nt Leas Rl Est-usd In | ETF-其他 | 0.90% | — | +8.50% | |
| 41 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.86% | — | +8.42% | |
| 42 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 0.86% | — | +7.83% | |
| 43 | GBDC | Golub Capital Bdc INC | 股票-金融 | 0.75% | — | +8.78% | |
| 44 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.74% | — | +8.13% | |
| 45 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.35% | — | +71.17% | |
| 46 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.33% | — | -7.97% | |
| 47 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.32% | — | +12.63% | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.29% | — | +11.38% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.28% | — | +100.00% | |
| 50 | GMF | State Street Spdr S&p Emergi | ETF-其他 | 0.27% | — | +27.19% |