CIK: 0001691827
申報總市值
US$63.7億
僅顯示前 200 大持股（共 504 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 | 8.92% | -0.50% | -2.41% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.04% | -0.64% | +1.47% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.82% | -0.09% | +1.65% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.29% | -0.09% | +0.84% | |
| 5 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.57% | -0.43% | +0.62% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.56% | -0.20% | +2.74% | |
| 7 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 2.54% | -0.10% | -2.33% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 2.46% | -0.25% | +3.91% | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.34% | +0.21% | +4.97% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.30% | -0.06% | +1.27% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.06% | -0.17% | -0.43% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.05% | +0.12% | +2.67% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.02% | -0.18% | +4.69% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.69% | — | -0.35% | |
| 15 | EMLP | First Trust North American E | ETF-其他 | 1.68% | +0.24% | +1.06% | |
| 16 | MA | Mastercard INC - A | 股票-金融 | 1.67% | -0.14% | +1.13% | |
| 17 | WMT | Walmart INC | 股票-非循環性消費 | 1.44% | +0.22% | +0.47% | |
| 18 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 1.38% | -0.07% | +4.68% | |
| 19 | ABBV | Abbvie INC | 股票-醫療保健 | 1.35% | — | +2.03% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.27% | — | -1.49% | |
| 21 | GS | Goldman Sachs Group INC | 股票-金融 | 1.20% | — | +2.64% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.12% | -0.19% | +3.31% | |
| 23 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 1.08% | -0.13% | +2.33% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.98% | — | +10.38% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.83% | +0.20% | +0.95% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.80% | -0.13% | -0.24% | |
| 27 | BA | Boeing Co/the | 股票-工業 | 0.77% | — | +14.18% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.68% | — | +24.39% | |
| 29 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.67% | — | +6.40% | |
| 30 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.66% | +0.13% | +4.40% | |
| 31 | ADI | Analog Devices INC | 股票-科技 | 0.64% | -0.28% | -2.45% | |
| 32 | HON | Honeywell International INC | 股票-工業 | 0.62% | +0.13% | +9.05% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.60% | +0.22% | +1.57% | |
| 34 | CRM | Salesforce INC | 股票-科技 | 0.60% | -0.32% | +38.21% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.56% | — | +0.20% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | +0.23% | +2.59% | |
| 37 | UNP | Union Pacific CORP | 股票-工業 | 0.54% | — | +2.84% | |
| 38 | NOW | Servicenow INC | 股票-科技 | 0.54% | -0.09% | +39.93% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.53% | — | -1.52% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.53% | +0.11% | -16.80% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | — | +2.58% | |
| 42 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.51% | +0.11% | -0.44% | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.50% | — | +9.03% | |
| 44 | ALL | Allstate CORP | 股票-金融 | 0.50% | — | +0.82% | |
| 45 | CSMD | Congress Smid Growth ETF | ETF-其他 | 0.49% | +0.09% | +18.62% | |
| 46 | CSX | Csx CORP | 股票-工業 | 0.48% | — | +0.15% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.47% | — | +1.95% | |
| 48 | CAT | Caterpillar INC | 股票-工業 | 0.46% | +0.15% | +0.97% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工業 | 0.46% | +0.13% | +6.26% | |
| 50 | MRVL | Marvell Technology INC | 股票-科技 | 0.45% | — | -14.64% |