CIK: 0001956824
申報總市值
US$31.8億
僅顯示前 200 大持股（共 603 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 | 7.50% | -1.05% | +9.64% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.00% | -0.52% | +1.08% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.54% | -1.00% | -0.39% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.14% | -0.29% | -0.56% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.77% | -0.25% | +2.29% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.67% | -0.16% | -1.68% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.66% | +0.11% | +41.00% | |
| 8 | SHW | Sherwin-williams Co/the | 股票-原物料 | 2.27% | — | +756.89% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.20% | — | -1.65% | |
| 10 | AMGN | Amgen INC | 股票-醫療保健 | 1.59% | +0.08% | -0.08% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 1.56% | -0.17% | -2.37% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.40% | +0.23% | -0.29% | |
| 13 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 1.24% | — | +12.84% | |
| 14 | PGR | Progressive CORP | 股票-金融 | 1.23% | -0.16% | -0.29% | |
| 15 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 1.16% | — | +16.49% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.15% | -0.13% | +2.40% | |
| 17 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 1.08% | +0.09% | +2563.25% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.07% | +0.11% | +10.76% | |
| 19 | RTX | Rtx CORP | 股票-工業 | 1.04% | — | +2.89% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.02% | -0.20% | +0.98% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | — | -1.12% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.99% | +0.35% | +1.76% | |
| 23 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 0.93% | — | +9.49% | |
| 24 | GS | Goldman Sachs Group INC | 股票-金融 | 0.89% | — | +0.82% | |
| 25 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.87% | +0.24% | +38.94% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.83% | -0.11% | -1.39% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | — | -0.10% | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.82% | — | +0.65% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.79% | — | +0.99% | |
| 30 | PWR | Quanta Services INC | 股票-工業 | 0.77% | +0.20% | -2.13% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.75% | +0.13% | +1.93% | |
| 32 | PH | Parker Hannifin CORP | 股票-工業 | 0.71% | — | +1.42% | |
| 33 | USB | US Bancorp | 股票-金融 | 0.70% | — | -0.30% | |
| 34 | QCOM | Qualcomm INC | 股票-科技 | 0.70% | -0.18% | +0.56% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.69% | -0.14% | +0.72% | |
| 36 | LNC | Lincoln National CORP | 股票-金融 | 0.64% | -0.55% | -0.61% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.64% | — | +0.06% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.62% | — | +0.11% | |
| 39 | PNC | Pnc Financial Services Group | 股票-金融 | 0.62% | — | -0.77% | |
| 40 | MMM | 3m Co | 股票-工業 | 0.60% | — | -0.10% | |
| 41 | WMT | Walmart INC | 股票-非循環性消費 | 0.56% | — | +1.52% | |
| 42 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.53% | -0.25% | +0.75% | |
| 43 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.52% | — | +13.25% | |
| 44 | SYK | Stryker CORP | 股票-醫療保健 | 0.51% | — | +436.03% | |
| 45 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.50% | -0.11% | +11.71% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.47% | +0.13% | +2.60% | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.46% | — | -0.14% | |
| 48 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.44% | — | +88.60% | |
| 49 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.44% | — | +23.78% | |
| 50 | NCPB | Nuveen Core Plus Bond ETF | ETF-其他 | 0.40% | — | +0.74% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SHW | Sherwin-williams Co/the | +2% | +756.89% | 加碼 |
| 2 | JIRE | Jpmorgan Int Res Enh Eqty | +1% | +2563.25% | 加碼 |
| 3 | VOO | Vanguard S&p 500 ETF | +0.7% | +41.00% | 加碼 |
| 4 | AAPL | Apple INC | +0.7% | +9.64% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.56% | 減碼 |
| 6 | SYK | Stryker CORP | +0.4% | +436.03% | 加碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +2.40% | 加碼 |
| 8 | JCPB | Jpmorgan Core Plus Bond ETF | +0.2% | +38.94% | 加碼 |
| 9 | PULS | Pgim Ultra Short Bond ETF | +0.2% | +88.60% | 加碼 |
| 10 | PANW | Palo Alto Networks INC | +0.2% | +450.05% | 加碼 |
| 11 | AMGN | Amgen INC | +0.1% | -0.08% | 減碼 |
| 12 | TMO | Thermo Fisher Scientific INC | +0.1% | +984.95% | 加碼 |
| 13 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +16.49% | 加碼 |
| 14 | JEMA | Jpmorgan Activebuilders Emer | +0.1% | +73.10% | 加碼 |
| 15 | LLY | Eli Lilly & Co | +0.1% | -0.14% | 減碼 |
| 16 | PH | Parker Hannifin CORP | +0.1% | +1.42% | 加碼 |
| 17 | JNJ | Johnson & Johnson | +0.1% | -0.29% | 減碼 |
| 18 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +12.84% | 加碼 |
| 19 | RTX | Rtx CORP | +0.1% | +2.89% | 加碼 |
| 20 | JAVA | Jpmorgan Active Value ETF | +0.1% | +9.49% | 加碼 |
| 21 | AMD | Advanced Micro Devices | +0.1% | -2.80% | 減碼 |
| 22 | PYLD | Pimco Multisector Bond Actv | +0.1% | +23.78% | 加碼 |
| 23 | ASML | ASML Holding N.V. | +0.1% | +24.26% | 加碼 |
| 24 | FTSM | First Trust Enh Short Mat Fd | +0.1% | +46.49% | 加碼 |
| 25 | CSCO | Cisco Systems INC | +0.1% | +0.99% | 加碼 |
| 26 | GS | Goldman Sachs Group INC | 0% | +0.82% | 加碼 |
| 27 | RDVY | First Trust Rising Dividend | 0% | +13.25% | 加碼 |
| 28 | AMZN | Amazon.com INC | 0% | +2.29% | 加碼 |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +10.76% | 加碼 |
| 30 | XOM | Exxon Mobil CORP | 0% | +1.76% | 加碼 |
| 31 | USB | US Bancorp | 0% | -0.30% | 減碼 |
| 32 | JPIE | Jpmorgan Income ETF | -0.1% | -19.68% | 減碼 |
| 33 | IP | International Paper Co | -0.1% | -61.66% | 減碼 |
| 34 | HELO | Jpmorgan Hedged Equity ETF | -0.1% | -27.76% | 減碼 |
| 35 | TGT | Target CORP | -0.1% | -41.88% | 減碼 |
| 36 | TLH | Ishares 10-20 Year Treasury | -0.2% | -82.91% | 減碼 |
| 37 | HD | Home Depot INC | -0.2% | +0.65% | 加碼 |
| 38 | PGR | Progressive CORP | -0.2% | -0.29% | 減碼 |
| 39 | NVDA | Nvidia CORP | -0.3% | +1.08% | 加碼 |
| 40 | PG | Procter & Gamble Co/the | -0.4% | -1.65% | 減碼 |
| 41 | ORCL | Oracle CORP | -0.4% | +0.72% | 加碼 |
| 42 | CRM | Salesforce INC | -0.5% | -62.57% | 減碼 |
| 43 | FTNT | Fortinet INC | -0.6% | -75.41% | 減碼 |
| 44 | JGLO | Jpmorgan Glbl Slct Eq ETF | -0.6% | -93.84% | 減碼 |
| 45 | MSFT | Microsoft CORP | -0.7% | -0.39% | 減碼 |
| 46 | BBIN | JPM Betabuilders Intl Eqty | -0.8% | -81.99% | 減碼 |
| 47 | KEL | Kellanova | — | EXIT | 清倉 |
| 48 | JFLX | Jpmorgan Flexible Debt ETF | — | NEW | 新建倉 |
| 49 | FEOE | First Eagle Overseas Eq ETF | — | NEW | 新建倉 |
| 50 | SCIO | Ft Struct Credit INC Opp ETF | — | NEW | 新建倉 |