CIK: 0001697715
申報總市值
US$11.2億
僅顯示前 200 大持股（共 237 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 | AAPL | Apple INC | 股票-科技 | 12.78% | -0.13% | +0.33% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 11.01% | +0.41% | +2.74% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 9.82% | -0.64% | +3.56% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.57% | -0.01% | +2.99% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.39% | -0.06% | +2.29% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.92% | -0.04% | +4.39% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.75% | — | +0.16% | |
| 8 | AME | Ametek INC | 股票-工業 | 2.00% | -0.09% | -0.68% | |
| 9 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 2.00% | -0.19% | +2.73% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.97% | +0.22% | +0.15% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.67% | — | +4.68% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.66% | +0.07% | +5.42% | |
| 13 | PANW | Palo Alto Networks INC | 股票-科技 | 1.64% | +1.00% | — | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.35% | +0.03% | +1.95% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | — | -0.62% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | -0.03% | -0.72% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.93% | — | +1.42% | |
| 18 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.84% | -0.05% | +23.76% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.79% | -0.02% | +18.61% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 0.71% | — | +4.71% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.71% | -0.03% | +0.89% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.69% | +0.07% | -0.75% | |
| 23 | AZO | Autozone INC | 股票-循環性消費 | 0.66% | — | +2.87% | |
| 24 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.65% | -0.22% | +2.49% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.63% | — | +0.17% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | +1.57% | |
| 27 | AN | Autonation INC | 股票-循環性消費 | 0.58% | — | +0.38% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.57% | — | -0.72% | |
| 29 | TSLA | Tesla INC | 股票-循環性消費 | 0.55% | — | -1.96% | |
| 30 | NFLX | Netflix INC | 股票-通訊服務 | 0.55% | -0.15% | +1.46% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.52% | — | -0.05% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.51% | +0.02% | -1.38% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.50% | — | +2.27% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.50% | +0.10% | +2.97% | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.49% | +0.06% | +0.15% | |
| 36 | ICE | Intercontinental Exchange In | 股票-金融 | 0.48% | -0.12% | -4.55% | |
| 37 | BA | Boeing Co/the | 股票-工業 | 0.47% | — | -0.44% | |
| 38 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.47% | -0.24% | +25.84% | |
| 39 | NRG | Nrg Energy INC | 股票-公用事業 | 0.43% | — | -6.11% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.42% | +0.03% | +2.63% | |
| 41 | AWK | American Water Works Co INC | 股票-公用事業 | 0.41% | — | -0.33% | |
| 42 | WMT | Walmart INC | 股票-非循環性消費 | 0.40% | — | -0.03% | |
| 43 | SYK | Stryker CORP | 股票-醫療保健 | 0.40% | — | +5.40% | |
| 44 | NOW | Servicenow INC | 股票-科技 | 0.39% | — | -0.25% | |
| 45 | COP | Conocophillips | 股票-能源 | 0.39% | -0.16% | +2.65% | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.37% | — | -2.87% | |
| 47 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.37% | — | +1.93% | |
| 48 | LHX | L3harris Technologies INC | 股票-工業 | 0.36% | — | +1.31% | |
| 49 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.35% | — | -2.24% | |
| 50 | CME | Cme Group INC | 股票-金融 | 0.34% | -0.13% | +4.14% |