CIK: 0002009886
申報總市值
US$3.4億
僅顯示前 200 大持股（共 665 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 | 9.56% | -0.83% | -2.93% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.79% | -0.68% | -4.23% | |
| 3 | WMT | Walmart INC | 股票-非循環性消費 | 3.23% | +0.32% | +0.25% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.21% | -0.74% | -0.18% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.14% | -0.43% | +3.89% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.93% | — | +4.00% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.80% | -0.36% | -1.40% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.05% | -0.35% | +0.09% | |
| 9 | T | At&t INC | 股票-通訊服務 | 2.00% | +0.27% | -0.21% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.72% | -0.27% | -1.39% | |
| 11 | CAT | Caterpillar INC | 股票-工業 | 1.66% | +0.44% | -1.52% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 1.39% | -0.20% | -0.35% | |
| 13 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.34% | +0.50% | -0.83% | |
| 14 | AFL | Aflac INC | 股票-金融 | 1.26% | — | +0.04% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.24% | +0.35% | +2.94% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.20% | -0.30% | -0.37% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.19% | -0.15% | -2.41% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.18% | — | -2.41% | |
| 19 | MSI | Motorola Solutions INC | 股票-科技 | 1.17% | +0.08% | +0.10% | |
| 20 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.16% | +0.09% | -1.12% | |
| 21 | CRM | Salesforce INC | 股票-科技 | 1.13% | -0.23% | -1.10% | |
| 22 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.12% | -0.39% | -0.17% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.05% | -0.14% | +0.04% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | -0.18% | -0.01% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | +0.28% | -9.48% | |
| 26 | DTE | Dte Energy Company | 股票-公用事業 | 0.93% | +0.10% | — | |
| 27 | INSP | Inspire Medical Systems INC | 股票-醫療保健 | 0.87% | — | -17.31% | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.87% | — | — | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.84% | -0.13% | +0.03% | |
| 30 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.83% | — | -0.36% | |
| 31 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.80% | -0.18% | +1.78% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.79% | — | +2.79% | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.77% | -0.13% | +889.20% | |
| 34 | COP | Conocophillips | 股票-能源 | 0.76% | +0.24% | +0.03% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.75% | — | -1.03% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.74% | — | +8.12% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | +0.12% | -1.29% | |
| 38 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.68% | — | +0.04% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.63% | -0.10% | +0.59% | |
| 40 | BP | Bp Plc-spons Adr | 股票-能源 | 0.63% | +0.20% | +0.52% | |
| 41 | CB | Chubb Limited | 股票-金融 | 0.63% | — | +2.78% | |
| 42 | WMB | Williams Cos INC | 股票-能源 | 0.59% | +0.12% | +0.06% | |
| 43 | PM | Philip Morris International | 股票-非循環性消費 | 0.56% | — | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.55% | — | +0.37% | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.55% | — | -1.66% | |
| 46 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.53% | — | +0.20% | |
| 47 | ALL | Allstate CORP | 股票-金融 | 0.52% | — | +0.01% | |
| 48 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.51% | — | — | |
| 49 | AEP | American Electric Power | 股票-公用事業 | 0.51% | — | — | |
| 50 | PREF | Pri Spe Pre Sec Acti-usd INC | ETF-其他 | 0.49% | — | +0.27% |