CIK: 0001729672
申報總市值
US$2.6億
僅顯示前 200 大持股（共 466 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.78% | -0.36% | -42.70% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.62% | -0.43% | -22.32% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.94% | -0.24% | -3.13% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.30% | -0.27% | -71.43% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.91% | -0.72% | -14.35% | |
| 6 | MA | Mastercard INC - A | 股票-金融 | 2.36% | -0.32% | -8.72% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.27% | -0.21% | -6.13% | |
| 8 | LOW | Lowe's Cos INC | 股票-循環性消費 | 2.18% | +0.13% | -2.00% | |
| 9 | MCK | Mckesson CORP | 股票-醫療保健 | 2.18% | — | — | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.07% | -0.29% | -11.74% | |
| 11 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.02% | -0.59% | -15.56% | |
| 12 | NEE | Nextera Energy INC | 股票-公用事業 | 1.83% | +0.27% | -17.51% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.40% | — | -1.01% | |
| 14 | WMT | Walmart INC | 股票-非循環性消費 | 1.32% | +0.12% | -29.01% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.21% | — | -23.13% | |
| 16 | AMAT | Applied Materials INC | 股票-科技 | 1.12% | +0.40% | +3.35% | |
| 17 | CAT | Caterpillar INC | 股票-工業 | 1.10% | +0.43% | -39.90% | |
| 18 | COR | Cencora INC | 股票-醫療保健 | 1.08% | — | -0.78% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.08% | — | -27.71% | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.07% | -0.13% | -2.16% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.00% | — | -25.30% | |
| 22 | RTX | Rtx CORP | 股票-工業 | 0.98% | — | +16.00% | |
| 23 | ENB | Enbridge INC | 股票-能源 | 0.96% | — | -0.84% | |
| 24 | WCC | Wesco International INC | 股票-工業 | 0.95% | — | -0.56% | |
| 25 | HD | Home Depot INC | 股票-循環性消費 | 0.92% | — | -1.55% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.88% | — | -46.24% | |
| 27 | PANW | Palo Alto Networks INC | 股票-科技 | 0.87% | -0.31% | -2.59% | |
| 28 | UNP | Union Pacific CORP | 股票-工業 | 0.79% | — | -11.40% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.79% | +0.52% | +16.92% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.76% | -0.30% | -1.03% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.76% | — | -5.93% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.73% | -0.18% | -2.46% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.71% | — | -82.78% | |
| 34 | DIHP | Dimensional International Hi | ETF-其他 | 0.71% | — | -3.34% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | — | -54.38% | |
| 36 | GS | Goldman Sachs Group INC | 股票-金融 | 0.68% | — | -29.78% | |
| 37 | DFIV | Dimensional International Va | ETF-其他 | 0.67% | — | -22.35% | |
| 38 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.64% | — | -5.16% | |
| 39 | ANET | Arista Networks INC | 股票-科技 | 0.63% | — | -7.37% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.59% | — | -29.15% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.57% | — | -44.42% | |
| 42 | ABBV | Abbvie INC | 股票-醫療保健 | 0.53% | — | -2.10% | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.53% | +0.15% | -82.95% | |
| 44 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.53% | +0.25% | -25.77% | |
| 45 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.51% | — | +30.65% | |
| 46 | MLM | Martin Marietta Materials | 股票-原物料 | 0.50% | — | -0.86% | |
| 47 | AXP | American Express Co | 股票-金融 | 0.50% | -0.21% | -14.32% | |
| 48 | KMI | Kinder Morgan INC | 股票-能源 | 0.49% | — | — | |
| 49 | CTVA | Corteva INC | 股票-原物料 | 0.49% | — | -0.07% | |
| 50 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.46% | — | — |