CIK: 0001914617
申報總市值
US$3.2億
僅顯示前 200 大持股（共 227 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 | 5.61% | -0.20% | +3.63% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.25% | -0.09% | +1.82% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.74% | -0.92% | +1.10% | |
| 4 | URI | United Rentals INC | 股票-工業 | 4.65% | -0.31% | +1.40% | |
| 5 | LOW | Lowe's Cos INC | 股票-循環性消費 | 4.24% | -0.01% | +0.26% | |
| 6 | CVS | Cvs Health CORP | 股票-醫療保健 | 3.78% | — | +1.77% | |
| 7 | LEN | Lennar Corp-a | 股票-循環性消費 | 3.39% | -0.07% | EXIT | |
| 8 | ATVIEUR | Activision Blizzard INC | 股票-通訊服務 | 3.29% | — | +2.93% | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 3.08% | +0.98% | +49.91% | |
| 10 | AMAT | Applied Materials INC | 股票-科技 | 3.00% | +1.08% | +5.53% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.87% | -0.31% | +1956.64% | |
| 12 | MRK | Merck & Co. INC. | 股票-醫療保健 | 2.67% | — | +9.13% | |
| 13 | GD | General Dynamics CORP | 股票-工業 | 2.44% | +0.08% | +2.03% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.44% | +0.10% | +0.98% | |
| 15 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 2.38% | +0.17% | — | |
| 16 | BKNG | Booking Holdings INC | 股票-循環性消費 | 2.12% | -0.55% | -3.68% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 2.10% | -0.37% | +6.22% | |
| 18 | WSM | Williams-sonoma INC | 股票-循環性消費 | 2.05% | +0.11% | -0.90% | |
| 19 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 1.97% | +0.30% | +8.84% | |
| 20 | BLKCHF | Blackrock INC | 股票-其他 | 1.90% | — | +5.19% | |
| 21 | NXST | Nexstar Media Group INC | 股票-通訊服務 | 1.83% | -0.09% | +3.94% | |
| 22 | ADBE | Adobe INC | 股票-科技 | 1.68% | -0.31% | -23.59% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.61% | +0.21% | +8.77% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.57% | -0.29% | +11.19% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.47% | -0.18% | -4.47% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.43% | +0.22% | +16.30% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 1.30% | -0.13% | -0.20% | |
| 28 | ARCC | Ares Capital CORP | 股票-金融 | 1.27% | -0.37% | EXIT | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.23% | -0.10% | +1960.98% | |
| 30 | PYPL | Paypal Holdings INC | 股票-金融 | 1.22% | — | -18.56% | |
| 31 | BX | Blackstone INC | 股票-金融 | 1.21% | -0.38% | +2.81% | |
| 32 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 1.18% | — | — | |
| 33 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.16% | +0.16% | +23.18% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.14% | — | -38.89% | |
| 35 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 1.05% | +0.25% | — | |
| 36 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.96% | — | +12.51% | |
| 37 | MDT | Medtronic plc | 股票-醫療保健 | 0.95% | — | -0.03% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.85% | -0.13% | -7.59% | |
| 39 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地產 | 0.83% | -0.26% | EXIT | |
| 40 | SPLKCHF | Splunk INC | 股票-其他 | 0.80% | — | +0.26% | |
| 41 | D | Dominion Energy INC | 股票-公用事業 | 0.73% | — | +8.27% | |
| 42 | CCI | Crown Castle INC | 股票-房地產 | 0.72% | — | -7.24% | |
| 43 | SPG | Simon Property Group INC | 股票-房地產 | 0.69% | — | +12.13% | |
| 44 | BCE | Bce INC | 股票-通訊服務 | 0.64% | — | +8.65% | |
| 45 | NEE | Nextera Energy INC | 股票-公用事業 | 0.52% | — | -5.18% | |
| 46 | SO | Southern Co/the | 股票-公用事業 | 0.48% | +0.07% | NEW | |
| 47 | AEP | American Electric Power | 股票-公用事業 | 0.47% | — | — | |
| 48 | O | Realty Income CORP | 股票-房地產 | 0.45% | — | -4.12% | |
| 49 | T | At&t INC | 股票-通訊服務 | 0.42% | — | -4.75% | |
| 50 | CNP | Centerpoint Energy INC | 股票-公用事業 | 0.37% | — | -27.54% |