CIK: 0001956824
申報總市值
US$31.8億
僅顯示前 200 大持股（共 512 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 | 7.51% | -1.05% | -1.18% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.66% | -0.52% | -1.42% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.42% | -1.00% | +0.09% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.53% | — | +0.41% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.76% | +0.11% | +10.52% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.48% | -0.25% | +39.98% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.25% | -0.16% | +0.57% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.05% | -0.29% | +1.36% | |
| 9 | PGR | Progressive CORP | 股票-金融 | 1.89% | -0.16% | +2.03% | |
| 10 | AMGN | Amgen INC | 股票-醫療保健 | 1.82% | +0.08% | +1.30% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.25% | +0.23% | -1.13% | |
| 12 | HD | Home Depot INC | 股票-循環性消費 | 1.20% | — | +0.36% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.19% | +0.35% | +0.03% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.08% | -0.17% | +914.84% | |
| 15 | USB | US Bancorp | 股票-金融 | 1.07% | — | +0.14% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.06% | -0.20% | +0.72% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.95% | +0.13% | +0.03% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | — | +1.26% | |
| 19 | QCOM | Qualcomm INC | 股票-科技 | 0.89% | -0.18% | -0.60% | |
| 20 | RTX | Rtx CORP | 股票-工業 | 0.89% | — | +1.27% | |
| 21 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 0.89% | — | +34.15% | |
| 22 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 0.88% | — | +0.57% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.88% | — | +0.32% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.87% | -0.11% | -2.62% | |
| 25 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-其他 | 0.86% | — | +14.37% | |
| 26 | FTNT | Fortinet INC | 股票-科技 | 0.83% | -0.12% | -10.22% | |
| 27 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 0.82% | — | +9.52% | |
| 28 | CRM | Salesforce INC | 股票-科技 | 0.82% | -0.08% | +0.23% | |
| 29 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.79% | — | +14.29% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.77% | -0.13% | +3.71% | |
| 31 | KEL | Kellanova | 股票-其他 | 0.76% | — | -25.39% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.71% | -0.14% | +3.57% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.70% | — | +0.84% | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.68% | — | -0.62% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.68% | — | +20.38% | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.67% | — | -2.11% | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.66% | — | +3.19% | |
| 38 | PH | Parker Hannifin CORP | 股票-工業 | 0.64% | — | -0.65% | |
| 39 | PEP | Pepsico INC | 股票-非循環性消費 | 0.62% | — | +1.76% | |
| 40 | GS | Goldman Sachs Group INC | 股票-金融 | 0.60% | — | +0.75% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.59% | +0.13% | -0.21% | |
| 42 | MMM | 3m Co | 股票-工業 | 0.58% | — | +8.58% | |
| 43 | NCPB | Nuveen Core Plus Bond ETF | ETF-其他 | 0.53% | — | +37.20% | |
| 44 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.51% | — | +26.69% | |
| 45 | WMT | Walmart INC | 股票-非循環性消費 | 0.51% | — | +4.19% | |
| 46 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.50% | +0.24% | +22.40% | |
| 47 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.49% | — | +0.30% | |
| 48 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-其他 | 0.49% | — | +7.32% | |
| 49 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 0.49% | — | +7.33% | |
| 50 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.48% | — | +43.07% |