CIK: 0002021232
申報總市值
US$6.5億
僅顯示前 200 大持股（共 627 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 | 6.41% | +7.73% | +1149.82% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.02% | -3.13% | +123.02% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.86% | -6.59% | +26.38% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.62% | +2.59% | +3.94% | |
| 5 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 3.32% | -2.88% | EXIT | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.26% | +2.14% | +49.62% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | +0.89% | +1.33% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.02% | +2.29% | +60.96% | |
| 9 | INDA | Ishares Msci India ETF | ETF-其他 | 1.67% | — | +15.78% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.65% | +3.58% | +22.38% | |
| 11 | PINK | Simplify Health Care ETF | ETF-其他 | 1.32% | — | — | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.30% | +2.73% | -17.72% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.28% | -0.94% | EXIT | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.21% | -0.42% | EXIT | |
| 15 | AMD | Advanced Micro Devices | 股票-科技 | 1.21% | — | +12.78% | |
| 16 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.18% | — | — | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.17% | -0.72% | -3.38% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.13% | -1.45% | +1.17% | |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.13% | — | +9317.63% | |
| 20 | PANW | Palo Alto Networks INC | 股票-科技 | 0.95% | +0.68% | -0.22% | |
| 21 | XLE | Ss Energy Select Sector | ETF-其他 | 0.88% | — | +96.96% | |
| 22 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.87% | -0.20% | -5.00% | |
| 23 | SMCIUSD | Super Micro Computer INC | 股票-其他 | 0.77% | — | +4923.57% | |
| 24 | ET | Energy Transfer LP | 股票-能源 | 0.76% | — | +3.15% | |
| 25 | SM | Sm Energy Co | 股票-能源 | 0.74% | — | +391.18% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.68% | — | +9.18% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.65% | — | +50.74% | |
| 28 | PFE | Pfizer INC | 股票-醫療保健 | 0.60% | — | +60.16% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.59% | +3.16% | +14.16% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.58% | — | +57.13% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.54% | -1.04% | EXIT | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | -0.11% | -11.30% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.52% | -0.92% | EXIT | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.51% | -0.59% | EXIT | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.49% | — | -67.77% | |
| 36 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.49% | — | — | |
| 37 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.48% | -2.60% | +14.09% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.48% | -0.29% | -0.17% | |
| 39 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.48% | +1.08% | +24.45% | |
| 40 | VAL | Valaris Limited | 股票-能源 | 0.48% | — | +1.10% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.46% | — | +165.99% | |
| 42 | TSLA | Tesla INC | 股票-循環性消費 | 0.46% | +0.42% | +21.88% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.45% | — | -9.10% | |
| 44 | BKMC | Bny Mellon US M/c Core ETF | ETF-其他 | 0.42% | — | -50.80% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.40% | — | +154.80% | |
| 46 | OPBK | Op Bancorp | 股票-其他 | 0.39% | -0.86% | EXIT | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.38% | -0.34% | -33.23% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.36% | — | -64.60% | |
| 49 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.35% | — | — | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.35% | — | +825.12% |