CIK: 0001908965
申報總市值
US$1.7億
僅顯示前 200 大持股（共 215 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 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 8.26% | +1.28% | -0.49% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 8.11% | +1.23% | +0.04% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.22% | +0.78% | -0.35% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.12% | +0.42% | -0.69% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.88% | -0.31% | -1.72% | |
| 6 | GLD | Spdr Gold Shares | ETF-避險與商品 | 3.15% | -0.31% | -2.43% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.07% | -0.73% | -0.63% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.81% | -2.17% | +3.68% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.60% | +0.21% | -1.63% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.55% | -0.19% | -1.78% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.55% | -1.28% | -1.60% | |
| 12 | AFL | Aflac INC | 股票-金融 | 2.35% | -0.08% | -2.41% | |
| 13 | CAT | Caterpillar INC | 股票-工業 | 2.15% | -0.68% | -1.80% | |
| 14 | NKE | Nike INC -cl B | 股票-循環性消費 | 2.12% | — | +4671.28% | |
| 15 | PSA | Public Storage | 股票-房地產 | 2.12% | +0.17% | -1.38% | |
| 16 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.10% | +0.15% | -1.57% | |
| 17 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 2.10% | -0.11% | EXIT | |
| 18 | VZ | Verizon Communications INC | 股票-通訊服務 | 2.07% | +0.48% | -0.94% | |
| 19 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 2.04% | +0.13% | +4.87% | |
| 20 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.04% | +0.01% | -0.59% | |
| 21 | AES | Aes CORP | 股票-公用事業 | 2.02% | -0.23% | +32.80% | |
| 22 | UNP | Union Pacific CORP | 股票-工業 | 1.97% | +0.13% | -0.50% | |
| 23 | KNTK | Kinetik Holdings INC | 股票-其他 | 1.81% | — | — | |
| 24 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.70% | +0.06% | +0.89% | |
| 25 | FMUSD | Ishares Msci Frontier 100 | ETF-其他 | 1.58% | — | -0.62% | |
| 26 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 1.41% | +0.08% | -1.36% | |
| 27 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.39% | -0.08% | -1.52% | |
| 28 | NFLX | Netflix INC | 股票-通訊服務 | 1.27% | +0.16% | -3.31% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.13% | — | -3.30% | |
| 30 | APO | Apollo Global Management INC | 股票-金融 | 1.08% | -0.07% | -2.06% | |
| 31 | FISV | Fiserv INC | 股票-其他 | 1.06% | — | -2.73% | |
| 32 | GILD | Gilead Sciences INC | 股票-醫療保健 | 1.01% | +0.02% | -2.67% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | -0.34% | +313.97% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | — | -1.00% | |
| 35 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.83% | — | -2.78% | |
| 36 | RDFN | Redfin CORP | 股票-其他 | 0.81% | — | -1.53% | |
| 37 | LRCX | Lam Research CORP | 股票-科技 | 0.80% | -0.67% | +51070.97% | |
| 38 | MU | Micron Technology INC | 股票-科技 | 0.76% | -0.06% | -2.54% | |
| 39 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.75% | +0.06% | -0.91% | |
| 40 | CRL | Charles River Laboratories | 股票-醫療保健 | 0.71% | — | -11.16% | |
| 41 | JNP | Juniper Networks INC | 股票-其他 | 0.69% | — | -10.20% | |
| 42 | NZF | Nuveen Municipal Credit INC | 股票-其他 | 0.67% | -0.06% | -1.77% | |
| 43 | GNRC | Generac Holdings INC | 股票-工業 | 0.55% | — | — | |
| 44 | ENPH | Enphase Energy INC | 股票-科技 | 0.45% | — | -7.39% | |
| 45 | COLB | Columbia Banking System INC | 股票-金融 | 0.44% | — | — | |
| 46 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.39% | — | +901.50% | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.30% | — | +8.32% | |
| 48 | NAD | Nuveen Quality Municipal INC | 股票-其他 | 0.27% | — | -3.02% | |
| 49 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.26% | — | +0.71% | |
| 50 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.26% | -0.07% | -0.23% |