CIK: 0001839307
申報總市值
US$5.4億
僅顯示前 200 大持股（共 403 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 33.98% | +5.02% | +9.44% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 8.12% | — | +2.64% | |
| 3 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 4.08% | — | +8.21% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.79% | +0.15% | -3.23% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.25% | +0.35% | +14.36% | |
| 6 | XNTK | Ss Spdr Nyse Tech ETF | ETF-科技型 | 2.14% | +1.51% | +36.76% | |
| 7 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.79% | -0.98% | +0.00% | |
| 8 | GMUB | Gs Municipal Income ETF | ETF-其他 | 1.69% | +0.27% | — | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.58% | -1.07% | +15.40% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.51% | -0.65% | +0.83% | |
| 11 | TSLA | Tesla INC | 股票-循環性消費 | 1.43% | +0.10% | +0.30% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.36% | -0.23% | +1.81% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.20% | — | -0.80% | |
| 14 | AAAU | Goldman Sachs Physical Gold | ETF-避險與商品 | 1.11% | — | +103.71% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | -0.23% | +1.91% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.04% | +0.11% | +4.68% | |
| 17 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 1.03% | — | -1.85% | |
| 18 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.95% | — | +1.52% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | — | +2.92% | |
| 20 | ABBV | Abbvie INC | 股票-醫療保健 | 0.76% | -0.23% | +3.31% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | — | +9.39% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.73% | +0.09% | +5.33% | |
| 23 | CSCO | Cisco Systems INC | 股票-科技 | 0.72% | +0.15% | +2.49% | |
| 24 | NRG | Nrg Energy INC | 股票-公用事業 | 0.68% | -0.53% | EXIT | |
| 25 | GNRC | Generac Holdings INC | 股票-工業 | 0.60% | -0.58% | +0.81% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.59% | — | -17.79% | |
| 27 | BX | Blackstone INC | 股票-金融 | 0.58% | -0.30% | EXIT | |
| 28 | WMT | Walmart INC | 股票-非循環性消費 | 0.52% | — | +5.29% | |
| 29 | T | At&t INC | 股票-通訊服務 | 0.49% | — | +2.07% | |
| 30 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.49% | — | -1.46% | |
| 31 | GS | Goldman Sachs Group INC | 股票-金融 | 0.49% | — | +7.24% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.48% | — | +150.15% | |
| 33 | SCCO | Southern Copper CORP | 股票-原物料 | 0.47% | -0.62% | EXIT | |
| 34 | PANW | Palo Alto Networks INC | 股票-科技 | 0.47% | — | +1248.89% | |
| 35 | WMB | Williams Cos INC | 股票-能源 | 0.46% | — | +5.77% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.43% | — | +5.72% | |
| 37 | PFG | Principal Financial Group | 股票-金融 | 0.43% | — | +8.70% | |
| 38 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.41% | — | +22.39% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.40% | -0.16% | — | |
| 40 | LMT | Lockheed Martin CORP | 股票-工業 | 0.40% | — | +8.70% | |
| 41 | MO | Altria Group INC | 股票-非循環性消費 | 0.39% | — | -2.04% | |
| 42 | COIN | Coinbase Global INC -class A | 股票-金融 | 0.38% | — | — | |
| 43 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.38% | — | +5.23% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.37% | — | +8.51% | |
| 45 | VLO | Valero Energy CORP | 股票-能源 | 0.36% | — | +10.24% | |
| 46 | VFH | Vanguard Financials ETF | ETF-其他 | 0.36% | — | +5.70% | |
| 47 | L | Loews CORP | 股票-金融 | 0.35% | -0.34% | EXIT | |
| 48 | PEP | Pepsico INC | 股票-非循環性消費 | 0.34% | — | +19.47% | |
| 49 | PM | Philip Morris International | 股票-非循環性消費 | 0.34% | — | +4.41% | |
| 50 | LNG | Cheniere Energy INC | 股票-能源 | 0.34% | -0.37% | -0.72% |