CIK: 0001956824
申報總市值
US$31.8億
僅顯示前 200 大持股（共 560 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 | NVDA | Nvidia CORP | 股票-科技 | 6.18% | -0.52% | -1.64% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.04% | -1.05% | +1.20% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.64% | -1.00% | -1.11% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.03% | -0.25% | +9.79% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.93% | -0.16% | +4.84% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.90% | — | -1.40% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.05% | -0.29% | +3.64% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.79% | +0.11% | -14.01% | |
| 9 | PGR | Progressive CORP | 股票-金融 | 1.75% | -0.16% | -0.43% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.57% | -0.17% | +0.12% | |
| 11 | AMGN | Amgen INC | 股票-醫療保健 | 1.53% | +0.08% | +0.23% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | — | +5.66% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.19% | -0.20% | -1.71% | |
| 14 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 1.17% | — | +9.86% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.16% | +0.23% | +0.82% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.04% | +0.11% | +343.48% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | +0.35% | +1.78% | |
| 18 | HD | Home Depot INC | 股票-循環性消費 | 1.01% | — | +2.85% | |
| 19 | FTNT | Fortinet INC | 股票-科技 | 1.01% | -0.12% | +0.91% | |
| 20 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 1.01% | — | +14.10% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.98% | +0.13% | +2.55% | |
| 22 | RTX | Rtx CORP | 股票-工業 | 0.98% | — | -0.20% | |
| 23 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 0.95% | — | +11.71% | |
| 24 | CRM | Salesforce INC | 股票-科技 | 0.94% | -0.08% | +27.87% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | — | +1.58% | |
| 26 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 0.87% | — | -4.95% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.87% | -0.14% | +0.96% | |
| 28 | GS | Goldman Sachs Group INC | 股票-金融 | 0.84% | — | +4.13% | |
| 29 | PWR | Quanta Services INC | 股票-工業 | 0.84% | +0.20% | -5.02% | |
| 30 | USB | US Bancorp | 股票-金融 | 0.83% | — | -7.35% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.83% | — | +3.47% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.83% | -0.11% | -0.06% | |
| 33 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-其他 | 0.80% | — | -13.08% | |
| 34 | QCOM | Qualcomm INC | 股票-科技 | 0.77% | -0.18% | +0.55% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.75% | -0.13% | +4.26% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.70% | — | +2.48% | |
| 37 | MMM | 3m Co | 股票-工業 | 0.68% | — | -0.46% | |
| 38 | PNC | Pnc Financial Services Group | 股票-金融 | 0.66% | — | +63.05% | |
| 39 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.65% | +0.24% | -12.21% | |
| 40 | PH | Parker Hannifin CORP | 股票-工業 | 0.65% | — | +1.43% | |
| 41 | LNC | Lincoln National CORP | 股票-金融 | 0.61% | -0.55% | +208.67% | |
| 42 | ABBV | Abbvie INC | 股票-醫療保健 | 0.58% | — | +2.86% | |
| 43 | KEL | Kellanova | 股票-其他 | 0.56% | — | +0.01% | |
| 44 | WMT | Walmart INC | 股票-非循環性消費 | 0.54% | — | -0.64% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.51% | +0.13% | +1.72% | |
| 46 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.47% | -0.11% | -2.19% | |
| 47 | NCPB | Nuveen Core Plus Bond ETF | ETF-其他 | 0.46% | — | -21.49% | |
| 48 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.45% | — | +98.64% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.43% | -0.09% | +3.06% | |
| 50 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.41% | -0.25% | +19.70% |