CIK: 0001908828
申報總市值
US$2.1億
| # | 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 | 10.10% | +1.01% | -2.07% | |
| 2 | LLY | Eli Lilly & Co | 股票-醫療保健 | 8.50% | +1.22% | -0.81% | |
| 3 | DHR | Danaher CORP | 股票-醫療保健 | 6.31% | -0.42% | +0.81% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 6.04% | -1.16% | +4.22% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.34% | +0.37% | +1949.15% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 5.00% | +0.02% | +2.97% | |
| 7 | NEE | Nextera Energy INC | 股票-公用事業 | 4.95% | -0.65% | +1.15% | |
| 8 | SYK | Stryker CORP | 股票-醫療保健 | 3.84% | -0.56% | +2.47% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.80% | +0.06% | +4.34% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.75% | +0.03% | +0.86% | |
| 11 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 3.52% | — | +0.39% | |
| 12 | ZTS | Zoetis INC | 股票-醫療保健 | 3.28% | -0.21% | -0.44% | |
| 13 | DE | Deere & Co | 股票-工業 | 3.05% | -0.01% | +64.65% | |
| 14 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.83% | -0.56% | — | |
| 15 | CBOE | Cboe Global Markets INC | 股票-金融 | 2.75% | -1.04% | +12.46% | |
| 16 | TXN | Texas Instruments INC | 股票-科技 | 2.71% | +0.03% | +13.80% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.62% | -0.13% | -6.19% | |
| 18 | AMGN | Amgen INC | 股票-醫療保健 | 2.11% | — | — | |
| 19 | HON | Honeywell International INC | 股票-工業 | 1.97% | -0.18% | EXIT | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.90% | — | -9.23% | |
| 21 | CAT | Caterpillar INC | 股票-工業 | 1.56% | +1.48% | +159.06% | |
| 22 | RTX | Rtx CORP | 股票-工業 | 1.56% | — | +109.26% | |
| 23 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.53% | -0.18% | — | |
| 24 | AGCO | Agco CORP | 股票-工業 | 1.48% | — | -25.61% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.85% | — | -4.46% | |
| 26 | PHO | Invesco Water Resources ETF | ETF-其他 | 0.73% | -0.06% | — | |
| 27 | ECL | Ecolab INC | 股票-原物料 | 0.64% | — | -56.30% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.63% | -0.30% | EXIT | |
| 29 | LNG | Cheniere Energy INC | 股票-能源 | 0.62% | -0.55% | +73.00% | |
| 30 | XYL | Xylem INC | 股票-工業 | 0.59% | -0.13% | — | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.58% | -0.17% | -2.16% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | -0.03% | -2.44% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.47% | -0.01% | -5.79% | |
| 34 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.45% | — | — | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.44% | -0.05% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.39% | -0.03% | +1900.00% | |
| 37 | PEP | Pepsico INC | 股票-非循環性消費 | 0.37% | — | — | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.37% | — | — | |
| 39 | UPS | United Parcel Service-cl B | 股票-工業 | 0.32% | — | -4.55% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | -0.34% | EXIT | |
| 41 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.29% | — | -55.40% | |
| 42 | PKG | Packaging CORP Of America | 股票-循環性消費 | 0.25% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.23% | -0.01% | — | |
| 44 | INTU | Intuit INC | 股票-科技 | 0.23% | — | — | |
| 45 | LPG | Dorian LPG Ltd. | 股票-其他 | 0.19% | — | — | |
| 46 | ✓ | 1847 Goedeker INC | 股票-其他 | 0.01% | — | — |