CIK: 0001802952
申報總市值
US$2.2億
僅顯示前 200 大持股（共 397 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 | 5.27% | +0.26% | -0.23% | |
| 2 | B 0 10-31-24 | Treasury Bill | 股票-原物料 | 4.94% | — | — | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.33% | -0.11% | -0.72% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.16% | +0.40% | +4.25% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.36% | +1.94% | -0.87% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.34% | +0.01% | +3.81% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.15% | -2.53% | +6.94% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.77% | +0.64% | +4.53% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.63% | +0.90% | +6.06% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.56% | -0.60% | -0.61% | |
| 11 | XLF | Ss Financial Select Sector | ETF-其他 | 2.50% | +0.07% | +2.31% | |
| 12 | RPM | Rpm International INC | 股票-原物料 | 2.29% | — | -0.51% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.21% | — | +15.32% | |
| 14 | ETN | Eaton Corporation plc | 股票-工業 | 2.18% | +1.06% | -0.73% | |
| 15 | AXP | American Express Co | 股票-金融 | 2.12% | -0.14% | +103.66% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.04% | — | +1.33% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.03% | +0.41% | +1.19% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.71% | -0.18% | +4.66% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.71% | +0.04% | -0.43% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.70% | -0.15% | -3.61% | |
| 21 | ADBE | Adobe INC | 股票-科技 | 1.68% | — | +4097.50% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.65% | — | +0.61% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.43% | — | — | |
| 24 | GIL | Gildan Activewear INC | 股票-循環性消費 | 1.41% | — | -2.28% | |
| 25 | FDX | Fedex CORP | 股票-工業 | 1.39% | — | +65.54% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.37% | -1.02% | +0.92% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.34% | — | — | |
| 28 | HCA | Hca Healthcare INC | 股票-醫療保健 | 1.29% | — | -18.55% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 1.28% | — | +876.40% | |
| 30 | RH | Rh | 股票-循環性消費 | 1.22% | — | -0.92% | |
| 31 | DKNG | Draftkings Inc-cl A | 股票-循環性消費 | 1.21% | — | +23.03% | |
| 32 | GS | Goldman Sachs Group INC | 股票-金融 | 1.17% | — | -1.01% | |
| 33 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.17% | — | -1.35% | |
| 34 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 1.16% | — | -0.86% | |
| 35 | QCOM | Qualcomm INC | 股票-科技 | 1.10% | -0.14% | -0.93% | |
| 36 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 1.07% | +1.29% | -49.36% | |
| 37 | MGM | Mgm Resorts International | 股票-循環性消費 | 0.92% | — | -0.92% | |
| 38 | PANW | Palo Alto Networks INC | 股票-科技 | 0.83% | -1.08% | +2.27% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.82% | — | -1.12% | |
| 40 | DOV | Dover CORP | 股票-工業 | 0.72% | — | +114.24% | |
| 41 | T 4.5 11-30-24 | US Treasury N/b | 股票-通訊服務 | 0.70% | — | — | |
| 42 | UBER | Uber Technologies INC | 股票-工業 | 0.70% | — | +26.28% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | -0.12% | -32.41% | |
| 44 | BTU | Peabody Energy Corporation | 股票-能源 | 0.67% | — | — | |
| 45 | HACK | Amplify Cybersecurity ETF | ETF-其他 | 0.63% | -1.30% | +1.05% | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.63% | — | +17.09% | |
| 47 | IAK | Ishares U.s. Insurance ETF | ETF-其他 | 0.59% | — | -2.88% | |
| 48 | B 0 12-05-24 | Treasury Bill | 股票-原物料 | 0.57% | — | — | |
| 49 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.54% | — | -38.29% | |
| 50 | T 0.75 11-15-24 | US Treasury N/b | 股票-通訊服務 | 0.48% | — | — |