CIK: 0001740839
申報總市值
US$2.4億
僅顯示前 200 大持股（共 443 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 | AAPL | Apple INC | 股票-科技 | 6.74% | -0.49% | -0.78% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.28% | -0.42% | -14.03% | |
| 3 | CPRX | Catalyst Pharmaceuticals INC | 股票-醫療保健 | 4.99% | +0.26% | -0.28% | |
| 4 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.33% | -1.22% | -2.12% | |
| 5 | HD | Home Depot INC | 股票-循環性消費 | 2.96% | -0.10% | -0.24% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.69% | -0.09% | -0.22% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.35% | -0.17% | +0.34% | |
| 8 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.31% | — | -0.13% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.28% | -0.13% | +2.02% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.13% | -0.41% | +1.25% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 2.12% | -0.24% | +5.13% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.03% | -0.24% | -2.37% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.83% | — | -0.11% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.69% | +0.44% | — | |
| 15 | WMT | Walmart INC | 股票-非循環性消費 | 1.68% | +0.15% | +7.74% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.61% | -0.14% | — | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 1.60% | -0.17% | -0.59% | |
| 18 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.58% | — | -0.22% | |
| 19 | CMG | Chipotle Mexican Grill INC | 股票-循環性消費 | 1.53% | -0.12% | -1.68% | |
| 20 | CAT | Caterpillar INC | 股票-工業 | 1.32% | +0.35% | +6.92% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.26% | — | — | |
| 22 | NFLX | Netflix INC | 股票-通訊服務 | 1.23% | — | — | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.22% | -0.10% | -0.28% | |
| 24 | RSG | Republic Services INC | 股票-工業 | 1.16% | — | -0.26% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.10% | +0.18% | -0.63% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.07% | -0.20% | +6.67% | |
| 27 | IRM | Iron Mountain INC | 股票-房地產 | 1.05% | +0.13% | +0.41% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.01% | — | -1.43% | |
| 29 | MTZ | Mastec INC | 股票-工業 | 0.95% | +0.83% | +7.50% | |
| 30 | BA | Boeing Co/the | 股票-工業 | 0.90% | — | +4.30% | |
| 31 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.89% | +0.20% | +4.48% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.84% | — | +4.86% | |
| 33 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.83% | — | +2.63% | |
| 34 | DE | Deere & Co | 股票-工業 | 0.82% | +0.11% | -0.37% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.78% | — | — | |
| 36 | DUK | Duke Energy CORP | 股票-公用事業 | 0.76% | — | +0.40% | |
| 37 | KMI | Kinder Morgan INC | 股票-能源 | 0.75% | +0.11% | +3.50% | |
| 38 | SCM | Stellus Capital Investment C | 股票-其他 | 0.68% | -0.10% | +0.07% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.62% | — | +9.76% | |
| 40 | PFE | Pfizer INC | 股票-醫療保健 | 0.62% | — | +1.65% | |
| 41 | UBER | Uber Technologies INC | 股票-工業 | 0.59% | — | -6.64% | |
| 42 | RTX | Rtx CORP | 股票-工業 | 0.57% | +0.15% | — | |
| 43 | T | At&t INC | 股票-通訊服務 | 0.56% | — | — | |
| 44 | GEV | GE Vernova INC | 股票-工業 | 0.56% | +0.33% | +22.22% | |
| 45 | ABBV | Abbvie INC | 股票-醫療保健 | 0.49% | — | — | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.47% | +0.11% | -0.23% | |
| 47 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.46% | — | — | |
| 48 | SHOP | Shopify INC - Class A | 股票-科技 | 0.45% | -0.11% | — | |
| 49 | MO | Altria Group INC | 股票-非循環性消費 | 0.44% | — | — | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.44% | — | +3.16% |