CIK: 0001954805
申報總市值
US$16.6億
僅顯示前 200 大持股（共 479 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 | MSFT | Microsoft CORP | 股票-科技 | 4.49% | -0.80% | +18.45% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.76% | -0.58% | +5.25% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.73% | -1.93% | +7.32% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.17% | -0.66% | +2.46% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.45% | — | +14.59% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.44% | — | +8.55% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.05% | -0.44% | +1.78% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.50% | -0.27% | +50.56% | |
| 9 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.47% | -0.37% | -5.20% | |
| 10 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 1.43% | -0.26% | +15.61% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.43% | +0.15% | +1.40% | |
| 12 | MSTR | Strategy INC | 股票-科技 | 1.35% | — | +28.41% | |
| 13 | HD | Home Depot INC | 股票-循環性消費 | 1.24% | -0.24% | +2.73% | |
| 14 | COP | Conocophillips | 股票-能源 | 1.19% | — | -1.31% | |
| 15 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.18% | — | +18.17% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.07% | +0.26% | +5.03% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.07% | — | +12.58% | |
| 18 | MS | Morgan Stanley | 股票-金融 | 1.03% | -0.22% | -14.86% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.95% | — | +23.97% | |
| 20 | WWJD | Inspire International ETF | ETF-其他 | 0.87% | — | +1.74% | |
| 21 | PYPL | Paypal Holdings INC | 股票-金融 | 0.83% | +0.18% | +27.29% | |
| 22 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.83% | -0.35% | +126.23% | |
| 23 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.81% | — | +15.73% | |
| 24 | KMI | Kinder Morgan INC | 股票-能源 | 0.80% | — | +16.38% | |
| 25 | ETN | Eaton Corporation plc | 股票-工業 | 0.79% | — | +7.97% | |
| 26 | CPS | Cooper-standard Holding | 股票-其他 | 0.78% | — | +15.24% | |
| 27 | RSG | Republic Services INC | 股票-工業 | 0.77% | — | +1.33% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.76% | — | -2.62% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.73% | — | -3.23% | |
| 30 | OSCR | Oscar Health INC - Class A | 股票-醫療保健 | 0.73% | — | +3557.97% | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.72% | — | +13.39% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.72% | — | -21.00% | |
| 33 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.69% | — | — | |
| 34 | WMT | Walmart INC | 股票-非循環性消費 | 0.68% | — | +56.42% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.66% | +0.12% | -34.51% | |
| 36 | TSLA | Tesla INC | 股票-循環性消費 | 0.62% | -0.27% | +33.54% | |
| 37 | NEE | Nextera Energy INC | 股票-公用事業 | 0.62% | — | -1.42% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.61% | — | +14.60% | |
| 39 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.61% | — | +8.66% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.60% | — | +40.47% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.58% | — | +22.37% | |
| 42 | PWR | Quanta Services INC | 股票-工業 | 0.58% | — | -26.30% | |
| 43 | AMGN | Amgen INC | 股票-醫療保健 | 0.55% | — | -9.85% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工業 | 0.54% | — | +0.71% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.53% | — | +16.36% | |
| 46 | TXN | Texas Instruments INC | 股票-科技 | 0.53% | — | +4.68% | |
| 47 | DHR | Danaher CORP | 股票-醫療保健 | 0.52% | — | +1.41% | |
| 48 | NFLX | Netflix INC | 股票-通訊服務 | 0.52% | — | +36.25% | |
| 49 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.51% | — | — | |
| 50 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 0.51% | — | -4.83% |