CIK: 0001598550
申報總市值
US$4.5億
僅顯示前 200 大持股（共 207 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 11.39% | -1.20% | -2.11% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 11.18% | -0.28% | -0.93% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.76% | +0.15% | +31.51% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.61% | -0.22% | +15.93% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 3.55% | +0.19% | -1.10% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.77% | -0.24% | -3.97% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.08% | +0.12% | +17.27% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.94% | -0.18% | +1.54% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.92% | -0.26% | +1.18% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.91% | -0.08% | +838.99% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.70% | -0.28% | +2.17% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.60% | -0.09% | -2.02% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.49% | -0.12% | +1.32% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.36% | — | +3.26% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.24% | +0.16% | -0.73% | |
| 16 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.23% | +0.19% | +23.84% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.10% | -0.14% | +3.53% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.06% | +0.07% | -0.67% | |
| 19 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.01% | — | — | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.95% | — | +3.87% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | — | +2.64% | |
| 22 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.90% | -0.09% | -6.90% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.80% | — | -0.90% | |
| 24 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 0.80% | — | +5.67% | |
| 25 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.73% | — | — | |
| 26 | AVGO | Broadcom INC | 股票-科技 | 0.71% | -0.09% | -3.23% | |
| 27 | GS | Goldman Sachs Group INC | 股票-金融 | 0.69% | — | — | |
| 28 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型股與成長 | 0.68% | — | -3.32% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | — | — | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | — | — | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.58% | +0.31% | +34.01% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | -0.08% | -1.32% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | +0.15% | -1.61% | |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.56% | — | -0.20% | |
| 35 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.55% | — | -1.41% | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.53% | +0.14% | +0.33% | |
| 37 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.53% | — | +0.55% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.53% | — | -3.20% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.52% | — | +4.47% | |
| 40 | KLAC | Kla CORP | 股票-科技 | 0.51% | +0.10% | — | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | — | — | |
| 42 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.47% | — | -2.81% | |
| 43 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.46% | — | +456.46% | |
| 44 | HD | Home Depot INC | 股票-循環性消費 | 0.46% | — | -0.22% | |
| 45 | XLF | Ss Financial Select Sector | ETF-其他 | 0.45% | — | +0.68% | |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.45% | — | -0.56% | |
| 47 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.44% | — | — | |
| 48 | EPD | Enterprise Products Partners | 股票-能源 | 0.44% | — | -0.90% | |
| 49 | AMAT | Applied Materials INC | 股票-科技 | 0.42% | +0.11% | — | |
| 50 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.42% | — | — |