CIK: 0001566601
申報總市值
US$3.1億
僅顯示前 200 大持股（共 800 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 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.41% | — | +131623.00% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.53% | +0.38% | NEW | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.45% | -1.19% | -1.97% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 2.75% | — | -0.85% | |
| 5 | MA | Mastercard INC - A | 股票-金融 | 2.53% | — | -0.58% | |
| 6 | ADBE | Adobe INC | 股票-科技 | 2.40% | — | +16.53% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.14% | +0.54% | NEW | |
| 8 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.96% | — | -15.87% | |
| 9 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.86% | — | -29.26% | |
| 10 | CRM | Salesforce INC | 股票-科技 | 1.75% | — | -1.90% | |
| 11 | ACN | Accenture plc | 股票-科技 | 1.67% | — | -0.46% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.61% | — | +26.36% | |
| 13 | NOW | Servicenow INC | 股票-科技 | 1.54% | — | -0.20% | |
| 14 | ADSK | Autodesk INC | 股票-科技 | 1.45% | — | — | |
| 15 | ZTS | Zoetis INC | 股票-醫療保健 | 1.15% | — | -25.87% | |
| 16 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 1.13% | — | -2.82% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.90% | — | +2.70% | |
| 18 | PYPL | Paypal Holdings INC | 股票-金融 | 0.90% | — | -3.90% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.88% | — | -0.92% | |
| 20 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.87% | +4.76% | NEW | |
| 21 | NFLX | Netflix INC | 股票-通訊服務 | 0.87% | — | -0.11% | |
| 22 | IT | Gartner INC | 股票-科技 | 0.85% | — | -21.98% | |
| 23 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.79% | — | -0.73% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.72% | -3.30% | +12.43% | |
| 25 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.71% | — | -2.49% | |
| 26 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.69% | -1.42% | — | |
| 27 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.68% | — | +1.50% | |
| 28 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.68% | — | +1.57% | |
| 29 | WRB | Wr Berkley CORP | 股票-金融 | 0.67% | — | — | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.66% | +4.33% | NEW | |
| 31 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 0.63% | — | +17.00% | |
| 32 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.63% | — | +19.33% | |
| 33 | VTV | Vanguard Value ETF | ETF-其他 | 0.63% | — | -2.33% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.60% | +0.48% | NEW | |
| 35 | IHDG | Wisdomtree International Hed | ETF-其他 | 0.60% | — | +0.61% | |
| 36 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.58% | — | -11.05% | |
| 37 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.58% | — | +214.92% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.57% | -2.40% | +23.98% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.57% | +1.53% | NEW | |
| 40 | AAPL | Apple INC | 股票-科技 | 0.57% | — | +483.68% | |
| 41 | BUFT | Ft Vest Buffered Allocation | ETF-其他 | 0.56% | — | — | |
| 42 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.55% | — | — | |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.53% | -3.97% | -53.14% | |
| 44 | DOCU | Docusign INC | 股票-科技 | 0.52% | — | -0.98% | |
| 45 | ILMN | Illumina INC | 股票-醫療保健 | 0.51% | — | -1.44% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.51% | — | +15.90% | |
| 47 | MBB | Ishares Mbs ETF | ETF-其他 | 0.50% | — | -0.88% | |
| 48 | ABBV | Abbvie INC | 股票-醫療保健 | 0.48% | — | -2.78% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.46% | +0.21% | NEW | |
| 50 | NEE | Nextera Energy INC | 股票-公用事業 | 0.44% | — | -6.21% |