CIK: 0001717658
申報總市值
US$4.1億
僅顯示前 200 大持股（共 411 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 | VUG | Vanguard Growth ETF | ETF-其他 | 7.78% | -0.65% | +3.88% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.32% | -0.07% | — | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.87% | +0.35% | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.39% | -0.11% | — | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.70% | -0.23% | -2.82% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.22% | +0.29% | — | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 3.67% | — | -0.80% | |
| 8 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 2.72% | -0.11% | +61.68% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.58% | -0.14% | -11.68% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.42% | -0.04% | — | |
| 11 | TSLA | Tesla INC | 股票-循環性消費 | 2.41% | -0.29% | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.34% | -0.46% | — | |
| 13 | FTCS | First Trust Capital Strength | ETF-其他 | 2.32% | — | — | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.87% | -0.16% | — | |
| 15 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.72% | -0.10% | — | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 1.47% | — | — | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.26% | -0.09% | — | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.15% | — | — | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.12% | -0.10% | — | |
| 20 | ABBV | Abbvie INC | 股票-醫療保健 | 1.08% | — | — | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.01% | — | — | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.00% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.10% | — | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.95% | — | -2.82% | |
| 25 | UNP | Union Pacific CORP | 股票-工業 | 0.85% | — | +0.44% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.82% | -0.09% | — | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.79% | -0.18% | — | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | -0.08% | — | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.77% | — | — | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.76% | -0.06% | +1.19% | |
| 31 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型股與成長 | 0.72% | -0.07% | — | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.70% | +0.25% | +114.88% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.69% | -0.06% | -0.92% | |
| 34 | PYPL | Paypal Holdings INC | 股票-金融 | 0.68% | -0.06% | EXIT | |
| 35 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.66% | — | — | |
| 36 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.66% | +0.22% | — | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.65% | +0.17% | +9.00% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.64% | — | — | |
| 39 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.63% | — | — | |
| 40 | RTX | Rtx CORP | 股票-工業 | 0.62% | — | -2.20% | |
| 41 | DLR | Digital Realty Trust INC | 股票-房地產 | 0.61% | — | +0.05% | |
| 42 | LIN | Linde plc | 股票-原物料 | 0.58% | — | — | |
| 43 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.57% | — | — | |
| 44 | NFLX | Netflix INC | 股票-通訊服務 | 0.56% | — | — | |
| 45 | AMGN | Amgen INC | 股票-醫療保健 | 0.49% | — | — | |
| 46 | BND | Vanguard Total Bond Market | ETF-其他 | 0.49% | — | — | |
| 47 | AVTR | Avantor INC | 股票-醫療保健 | 0.45% | — | — | |
| 48 | NEE | Nextera Energy INC | 股票-公用事業 | 0.45% | — | +38.11% | |
| 49 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.43% | — | — | |
| 50 | GIS | General Mills INC | 股票-非循環性消費 | 0.43% | — | — |