CIK: 0001908965
申報總市值
US$1.7億
僅顯示前 200 大持股（共 213 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.28% | +0.78% | -0.19% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 8.48% | +1.28% | -0.11% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 8.33% | +1.23% | -0.05% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.11% | +0.42% | -0.02% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.11% | +0.21% | -0.06% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.46% | -0.73% | +0.77% | |
| 7 | GLD | Spdr Gold Shares | ETF-避險與商品 | 3.10% | -0.31% | -1.36% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.71% | -0.31% | +1.45% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.55% | -2.17% | -0.37% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.30% | -0.19% | -0.39% | |
| 11 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.29% | +0.01% | +0.58% | |
| 12 | VZ | Verizon Communications INC | 股票-通訊服務 | 2.26% | +0.48% | +0.61% | |
| 13 | CAT | Caterpillar INC | 股票-工業 | 2.22% | -0.68% | +1.69% | |
| 14 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.11% | +0.15% | +2.58% | |
| 15 | PSA | Public Storage | 股票-房地產 | 2.10% | +0.17% | +1.07% | |
| 16 | AFL | Aflac INC | 股票-金融 | 2.09% | -0.08% | +1.60% | |
| 17 | NKE | Nike INC -cl B | 股票-循環性消費 | 2.06% | — | +2.81% | |
| 18 | UNP | Union Pacific CORP | 股票-工業 | 2.03% | +0.13% | +2.18% | |
| 19 | TROW | T Rowe Price Group INC | 股票-金融 | 2.00% | -1.92% | +2.39% | |
| 20 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.94% | +0.13% | -4.98% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.89% | -1.28% | +3.21% | |
| 22 | AES | Aes CORP | 股票-公用事業 | 1.78% | -0.23% | +3.16% | |
| 23 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.64% | +0.06% | +3.71% | |
| 24 | KNTK | Kinetik Holdings INC | 股票-其他 | 1.50% | — | +5.68% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 1.50% | -0.34% | -2.97% | |
| 26 | NFLX | Netflix INC | 股票-通訊服務 | 1.39% | +0.16% | -1.27% | |
| 27 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 1.38% | +0.08% | +2.08% | |
| 28 | RDFN | Redfin CORP | 股票-其他 | 1.26% | — | -1.32% | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.19% | -0.08% | +0.21% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.07% | — | -0.23% | |
| 31 | LRCX | Lam Research CORP | 股票-科技 | 1.07% | -0.67% | -0.01% | |
| 32 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.99% | +0.02% | -1.80% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | — | -1.45% | |
| 34 | PWR | Quanta Services INC | 股票-工業 | 0.94% | +0.14% | -1.28% | |
| 35 | DELL | Dell Technologies -c | 股票-科技 | 0.86% | +0.35% | -0.18% | |
| 36 | APO | Apollo Global Management INC | 股票-金融 | 0.77% | -0.07% | +0.20% | |
| 37 | RMBS | Rambus INC | 股票-科技 | 0.74% | -0.22% | +1.83% | |
| 38 | FISV | Fiserv INC | 股票-其他 | 0.71% | — | +0.13% | |
| 39 | FTNT | Fortinet INC | 股票-科技 | 0.67% | — | +0.33% | |
| 40 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.66% | +0.06% | -0.75% | |
| 41 | DVN | Devon Energy CORP | 股票-能源 | 0.63% | +0.44% | +2.39% | |
| 42 | NZF | Nuveen Municipal Credit INC | 股票-其他 | 0.60% | -0.06% | -0.93% | |
| 43 | ENPH | Enphase Energy INC | 股票-科技 | 0.50% | — | +2.63% | |
| 44 | COLB | Columbia Banking System INC | 股票-金融 | 0.36% | — | — | |
| 45 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.27% | — | -4.74% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.24% | — | -2.14% | |
| 47 | NAD | Nuveen Quality Municipal INC | 股票-其他 | 0.23% | — | -1.35% | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.22% | +0.49% | — | |
| 49 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.19% | — | — | |
| 50 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.12% | -0.11% | EXIT |