CIK: 0001956824
申報總市值
US$31.8億
僅顯示前 200 大持股（共 380 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 | 8.10% | -1.05% | +38.97% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.00% | -1.00% | +60.59% | |
| 3 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 4.84% | — | +29.61% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.64% | -0.52% | +3.62% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.38% | -0.16% | +68.73% | |
| 6 | AMGN | Amgen INC | 股票-醫療保健 | 2.33% | +0.08% | +99.82% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.12% | -0.29% | +9.04% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.08% | -0.25% | +17.99% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.84% | +0.23% | +87.42% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.77% | +0.35% | +48.80% | |
| 11 | PGR | Progressive CORP | 股票-金融 | 1.70% | -0.16% | +71.92% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.69% | +0.11% | +74.65% | |
| 13 | UPS | United Parcel Service-cl B | 股票-工業 | 1.41% | — | +9.91% | |
| 14 | USB | US Bancorp | 股票-金融 | 1.38% | — | +1.35% | |
| 15 | HD | Home Depot INC | 股票-循環性消費 | 1.29% | — | +203.40% | |
| 16 | KEL | Kellanova | 股票-其他 | 1.22% | — | -0.01% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 1.19% | — | +67.71% | |
| 18 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.14% | — | +3.99% | |
| 19 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 1.14% | — | +8.73% | |
| 20 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.11% | +0.24% | +11.40% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | — | +184.95% | |
| 22 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 1.00% | — | +7.69% | |
| 23 | QCOM | Qualcomm INC | 股票-科技 | 0.97% | -0.18% | +25.82% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.96% | +0.13% | +199.54% | |
| 25 | CRM | Salesforce INC | 股票-科技 | 0.95% | -0.08% | +180.30% | |
| 26 | SGENUSD | Seagen INC | 股票-其他 | 0.92% | — | -1.12% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | — | +25.43% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.88% | -0.13% | +17.35% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.80% | -0.17% | -2.95% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.79% | -0.20% | +147.35% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.77% | — | +40.19% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.76% | +0.13% | +10.61% | |
| 33 | PEP | Pepsico INC | 股票-非循環性消費 | 0.76% | — | +11.27% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.73% | — | +68.74% | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.73% | — | -2.29% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.68% | — | +285.99% | |
| 37 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 0.67% | — | +32.28% | |
| 38 | PH | Parker Hannifin CORP | 股票-工業 | 0.65% | — | +41.89% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.63% | -0.14% | +54.46% | |
| 40 | GS | Goldman Sachs Group INC | 股票-金融 | 0.62% | — | +472.06% | |
| 41 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.61% | — | +143.64% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.61% | +0.11% | -31.05% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.61% | — | +87.85% | |
| 44 | PFE | Pfizer INC | 股票-醫療保健 | 0.60% | — | +13.97% | |
| 45 | PSX | Phillips 66 | 股票-能源 | 0.58% | +0.14% | +10.34% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.53% | — | +0.47% | |
| 47 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.51% | — | +95.01% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.50% | — | +10.53% | |
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.48% | — | +15.05% | |
| 50 | DVN | Devon Energy CORP | 股票-能源 | 0.48% | — | +14.19% |