CIK: 0001956790
申報總市值
US$11.6億
僅顯示前 200 大持股（共 318 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 | 4.76% | -0.55% | +3.56% | |
| 2 | AVGO | Broadcom INC | 股票-科技 | 3.68% | -0.33% | -0.12% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.54% | -0.23% | -1.95% | |
| 4 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 2.97% | — | +388.68% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.49% | -0.07% | +2.03% | |
| 6 | NEE | Nextera Energy INC | 股票-公用事業 | 2.46% | +0.42% | — | |
| 7 | AMT | American Tower CORP | 股票-房地產 | 2.16% | +0.36% | -2.81% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.09% | -0.10% | +1.31% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.94% | -0.13% | -1.64% | |
| 10 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.83% | -0.17% | +1.23% | |
| 11 | APD | Air Products & Chemicals INC | 股票-原物料 | 1.83% | +0.27% | -0.44% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.81% | — | +1.44% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.62% | +0.72% | -11.56% | |
| 14 | BLK | Blackrock INC | 股票-金融 | 1.59% | -0.08% | -0.29% | |
| 15 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.56% | — | -0.14% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工業 | 1.53% | +0.30% | -0.51% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.52% | +0.23% | -9.37% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.47% | -0.10% | +15.36% | |
| 19 | TXN | Texas Instruments INC | 股票-科技 | 1.44% | -0.57% | +0.86% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.28% | +0.27% | -1.01% | |
| 21 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 1.27% | — | +50.06% | |
| 22 | PEP | Pepsico INC | 股票-非循環性消費 | 1.21% | +0.21% | — | |
| 23 | CB | Chubb Limited | 股票-金融 | 1.19% | +0.19% | +0.84% | |
| 24 | NOC | Northrop Grumman CORP | 股票-工業 | 1.11% | +0.23% | +21.44% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.10% | -0.61% | +33.91% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 1.09% | — | -23.65% | |
| 27 | CSCO | Cisco Systems INC | 股票-科技 | 1.09% | — | -0.22% | |
| 28 | ACN | Accenture plc | 股票-科技 | 1.04% | -0.22% | -0.05% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.99% | +0.13% | -2.50% | |
| 30 | CME | Cme Group INC | 股票-金融 | 0.97% | +0.13% | +1.57% | |
| 31 | NOW | Servicenow INC | 股票-科技 | 0.95% | — | -16.98% | |
| 32 | HD | Home Depot INC | 股票-循環性消費 | 0.94% | — | -0.09% | |
| 33 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.94% | — | -0.88% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.94% | -0.23% | +0.90% | |
| 35 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.91% | — | -41.65% | |
| 36 | AMGN | Amgen INC | 股票-醫療保健 | 0.84% | — | +0.78% | |
| 37 | HON | Honeywell International INC | 股票-工業 | 0.80% | +0.16% | -0.68% | |
| 38 | QCOM | Qualcomm INC | 股票-科技 | 0.79% | -0.12% | +1.05% | |
| 39 | ASML | ASML Holding N.V. | 股票-科技 | 0.74% | +0.31% | +2.16% | |
| 40 | NDAQ | Nasdaq INC | 股票-金融 | 0.73% | — | +1.02% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.70% | +0.18% | -0.22% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.67% | — | -11.22% | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.67% | — | -9.38% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.64% | — | +4.57% | |
| 45 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.61% | -1.17% | EXIT | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.61% | — | +0.47% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.60% | — | +2.11% | |
| 48 | CRM | Salesforce INC | 股票-科技 | 0.59% | — | -36.36% | |
| 49 | AMAT | Applied Materials INC | 股票-科技 | 0.58% | +0.30% | +0.59% | |
| 50 | WMT | Walmart INC | 股票-非循環性消費 | 0.56% | — | — |