CIK: 0001071061
申報總市值
US$65.6億
僅顯示前 200 大持股（共 1296 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 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.93% | -0.31% | -5.16% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.61% | -0.60% | -4.32% | |
| 3 | CAML | Congress Large Cap Growth | ETF-大型股與成長 | 2.60% | — | +102.74% | |
| 4 | USSE | Sb&h Select Equity ETF | ETF-其他 | 2.36% | +0.39% | +92.30% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.26% | -0.86% | +55.89% | |
| 6 | CSMD | Congress Smid Growth ETF | ETF-其他 | 2.07% | -0.58% | +80.47% | |
| 7 | BUSA | Brandes US Value ETF | ETF-其他 | 2.06% | -0.24% | +104.77% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.63% | +0.44% | -5.10% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.59% | +1.16% | -5.91% | |
| 10 | PCGG | Polen Capital Global Growth | ETF-其他 | 1.59% | -2.67% | +101.51% | |
| 11 | BINV | Brandes International ETF | ETF-其他 | 1.27% | -0.18% | +100.07% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | -0.23% | -1.99% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.05% | +0.24% | -4.21% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.05% | -0.29% | -5.76% | |
| 15 | RLY | Ss Multi-asset Real Ret ETF | ETF-其他 | 1.04% | +0.23% | +50.37% | |
| 16 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 0.99% | +0.24% | -4.56% | |
| 17 | ✓ | Netflix, Inc. | 股票-其他 | 0.98% | +0.21% | -7.20% | |
| 18 | FLCB | Franklin U.s. Core Bond ETF | ETF-其他 | 0.93% | +0.26% | -27.50% | |
| 19 | ACN | Accenture plc | 股票-科技 | 0.91% | -0.16% | -3.87% | |
| 20 | FLCO | Franklin Investment Grade Co | ETF-投資等級公司債 | 0.90% | -0.21% | +131.75% | |
| 21 | ✓ | Mastercard Incorporated | 股票-其他 | 0.89% | -0.34% | -15.09% | |
| 22 | NOW | Servicenow INC | 股票-科技 | 0.89% | -0.22% | -13.51% | |
| 23 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.89% | — | +37.74% | |
| 24 | CRM | Salesforce INC | 股票-科技 | 0.86% | — | -2.07% | |
| 25 | FLIA | Franklin International Aggre | ETF-其他 | 0.83% | +0.44% | +243.85% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.81% | — | -6.23% | |
| 27 | BSMC | Brandes US Small-mid Cap Val | ETF-其他 | 0.81% | — | +91.87% | |
| 28 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.80% | — | -9.74% | |
| 29 | ✓ | Adobe Inc. | 股票-其他 | 0.74% | -0.13% | -22.34% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.72% | +0.15% | +80.32% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | +0.33% | -17.21% | |
| 32 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-其他 | 0.68% | — | -13.07% | |
| 33 | ✓ | J P Morgan Chase And Co | 股票-其他 | 0.66% | -0.11% | -5.56% | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.64% | — | -3.81% | |
| 35 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.64% | — | -4.03% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.62% | +0.94% | -14.54% | |
| 37 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.61% | — | -5.66% | |
| 38 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.60% | — | -5.61% | |
| 39 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.60% | — | -5.30% | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.59% | -0.12% | +7.85% | |
| 41 | ADSK | Autodesk INC | 股票-科技 | 0.55% | — | -6.00% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.53% | — | -10.09% | |
| 43 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.52% | — | -9.41% | |
| 44 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.52% | — | -5.67% | |
| 45 | HD | Home Depot INC | 股票-循環性消費 | 0.50% | — | -5.66% | |
| 46 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.49% | — | -10.49% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.48% | — | +12.20% | |
| 48 | FLBL | Franklin Senior Loan ETF | ETF-其他 | 0.48% | +0.50% | +128.27% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.47% | — | -2.52% | |
| 50 | CHTH | Cnl Healthcare Properties In | 股票-其他 | 0.47% | -0.36% | EXIT |