CIK: 0001691827
申報總市值
US$63.7億
僅顯示前 200 大持股（共 474 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 | NVDA | Nvidia CORP | 股票-科技 | 7.04% | -0.50% | -1.83% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.56% | -0.09% | -1.33% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.37% | -0.64% | +1.57% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.32% | -0.09% | +0.02% | |
| 5 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.03% | -0.43% | -0.71% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 2.65% | -0.10% | -1.91% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.51% | +0.21% | +4.02% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.22% | -0.06% | +2.26% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.18% | -0.20% | +2.01% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.07% | +0.12% | +2.53% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.96% | -0.17% | -1.26% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.91% | -0.18% | +1.85% | |
| 13 | EMLP | First Trust North American E | ETF-其他 | 1.87% | +0.24% | +1.74% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.81% | -0.14% | -0.32% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.72% | — | +0.16% | |
| 16 | ABBV | Abbvie INC | 股票-醫療保健 | 1.68% | — | +0.48% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 1.62% | -0.25% | -4.88% | |
| 18 | WMT | Walmart INC | 股票-非循環性消費 | 1.45% | +0.22% | +0.49% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.39% | — | +2.84% | |
| 20 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 1.24% | -0.07% | +7.68% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.09% | — | +36.76% | |
| 22 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 1.08% | -0.13% | +0.33% | |
| 23 | GS | Goldman Sachs Group INC | 股票-金融 | 1.01% | — | +1.76% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.99% | +0.20% | -0.81% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.78% | +0.22% | -0.23% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.78% | -0.19% | +0.56% | |
| 27 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.77% | +0.11% | -0.22% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.76% | -0.13% | +0.02% | |
| 29 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.75% | — | +11.96% | |
| 30 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.68% | +0.13% | +22.17% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | +0.23% | +2.99% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.65% | +0.11% | +8.64% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.63% | — | -0.17% | |
| 34 | ADI | Analog Devices INC | 股票-科技 | 0.63% | -0.28% | +0.99% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.63% | — | +10.92% | |
| 36 | BA | Boeing Co/the | 股票-工業 | 0.62% | — | +45.74% | |
| 37 | UNP | Union Pacific CORP | 股票-工業 | 0.61% | — | +2.24% | |
| 38 | HON | Honeywell International INC | 股票-工業 | 0.58% | +0.13% | +8.10% | |
| 39 | ALL | Allstate CORP | 股票-金融 | 0.58% | — | +2.63% | |
| 40 | TGT | Target CORP | 股票-循環性消費 | 0.57% | — | -1.88% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | — | -26.70% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.54% | — | -3.19% | |
| 43 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.53% | — | +4.57% | |
| 44 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.50% | — | +8.02% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.49% | +0.11% | -1.77% | |
| 46 | CSX | Csx CORP | 股票-工業 | 0.48% | — | +1.12% | |
| 47 | CRM | Salesforce INC | 股票-科技 | 0.48% | -0.32% | +67.34% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工業 | 0.47% | +0.13% | +1.30% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.47% | — | +3.47% | |
| 50 | MRVL | Marvell Technology INC | 股票-科技 | 0.47% | — | -34.97% |