CIK: 0001566601
申報總市值
US$3.1億
僅顯示前 200 大持股（共 813 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 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.12% | +0.38% | NEW | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.82% | -1.19% | -8.39% | |
| 3 | V | Visa Inc-class A Shares | 股票-金融 | 2.82% | — | +21.05% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.70% | +0.54% | NEW | |
| 5 | MA | Mastercard INC - A | 股票-金融 | 2.60% | — | +3.78% | |
| 6 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.59% | — | +0.14% | |
| 7 | ADBE | Adobe INC | 股票-科技 | 2.32% | — | +0.05% | |
| 8 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 2.09% | — | +2.03% | |
| 9 | CRM | Salesforce INC | 股票-科技 | 2.08% | — | +1.50% | |
| 10 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 2.03% | — | +38.56% | |
| 11 | ACN | Accenture plc | 股票-科技 | 1.84% | — | -4.95% | |
| 12 | NFLX | Netflix INC | 股票-通訊服務 | 1.68% | — | +87.12% | |
| 13 | NOW | Servicenow INC | 股票-科技 | 1.63% | — | +0.29% | |
| 14 | ZTS | Zoetis INC | 股票-醫療保健 | 1.53% | — | -12.08% | |
| 15 | PYPL | Paypal Holdings INC | 股票-金融 | 1.40% | — | +95.48% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.37% | — | +20.14% | |
| 17 | IT | Gartner INC | 股票-科技 | 1.22% | — | -9.16% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.07% | -3.97% | -2.89% | |
| 19 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.04% | +4.76% | NEW | |
| 20 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.99% | — | -3.10% | |
| 21 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.95% | — | -0.67% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.91% | — | -16.01% | |
| 23 | ILMN | Illumina INC | 股票-醫療保健 | 0.89% | — | +5.27% | |
| 24 | DOCU | Docusign INC | 股票-科技 | 0.89% | — | +348.31% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.84% | +4.33% | NEW | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.84% | — | -5.14% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.73% | -3.30% | -19.55% | |
| 28 | RPAR | Rpar Risk Parity ETF | ETF-其他 | 0.68% | — | +6963.39% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.67% | +0.48% | NEW | |
| 30 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.66% | — | +1.62% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.65% | — | -5.75% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.65% | +1.53% | NEW | |
| 33 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.63% | — | +2.86% | |
| 34 | IHDG | Wisdomtree International Hed | ETF-其他 | 0.62% | — | +6.22% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | +0.23% | NEW | |
| 36 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 0.56% | — | -19.08% | |
| 37 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.54% | — | -19.09% | |
| 38 | DIAL | Columbia Divers Fix INC ETF | ETF-其他 | 0.52% | — | +2.28% | |
| 39 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.51% | — | +25.22% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.51% | +0.21% | NEW | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.50% | -2.40% | +9.38% | |
| 42 | ABBV | Abbvie INC | 股票-醫療保健 | 0.47% | — | -26.15% | |
| 43 | MBB | Ishares Mbs ETF | ETF-其他 | 0.47% | — | +22.34% | |
| 44 | TXN | Texas Instruments INC | 股票-科技 | 0.47% | — | -35.13% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.47% | — | -30.17% | |
| 46 | NEE | Nextera Energy INC | 股票-公用事業 | 0.47% | — | -23.90% | |
| 47 | DBAW | Xtrackers Msci All World Ex | ETF-其他 | 0.46% | — | +1852.55% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.46% | — | +4077.60% | |
| 49 | MDT | Medtronic plc | 股票-醫療保健 | 0.41% | +0.26% | NEW | |
| 50 | UPS | United Parcel Service-cl B | 股票-工業 | 0.41% | — | -6.81% |