CIK: 0001697715
申報總市值
US$11.2億
僅顯示前 200 大持股（共 255 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 | 14.39% | -0.13% | -0.47% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 10.50% | +0.41% | +0.13% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 9.13% | -0.64% | +0.65% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.64% | -0.01% | +1.75% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-其他 | 3.69% | +0.37% | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.46% | -0.04% | +23.28% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.01% | +0.22% | -0.39% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.29% | — | +2.22% | |
| 9 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.80% | -0.19% | +0.05% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.72% | +0.07% | +3.71% | |
| 11 | AME | Ametek INC | 股票-工業 | 1.57% | -0.09% | -10.59% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.54% | -0.06% | -70.39% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.33% | — | +4.36% | |
| 14 | PANW | Palo Alto Networks INC | 股票-科技 | 1.28% | +1.00% | — | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.23% | +0.03% | +2.29% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.17% | — | +0.31% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.03% | +1.36% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 0.97% | +0.03% | +4.23% | |
| 19 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.95% | -0.05% | +11.34% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.81% | -0.02% | +4.04% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.79% | +0.10% | +2.17% | |
| 22 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.74% | -0.22% | +2.95% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.74% | — | +3.09% | |
| 24 | TSLA | Tesla INC | 股票-循環性消費 | 0.69% | — | +6.84% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | +0.07% | -1.42% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.65% | -0.03% | +2.43% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.63% | — | +9.83% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | +10.29% | |
| 29 | MS | Morgan Stanley | 股票-金融 | 0.54% | +0.06% | +0.81% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.53% | — | +0.02% | |
| 31 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.51% | -0.24% | -1.65% | |
| 32 | AZO | Autozone INC | 股票-循環性消費 | 0.51% | — | -0.20% | |
| 33 | AN | Autonation INC | 股票-循環性消費 | 0.51% | — | -1.87% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.51% | +0.02% | +3.80% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.50% | — | +0.10% | |
| 36 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.48% | — | +5.24% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.42% | — | +94.12% | |
| 38 | MU | Micron Technology INC | 股票-科技 | 0.41% | +0.50% | +1205.10% | |
| 39 | BA | Boeing Co/the | 股票-工業 | 0.41% | — | -0.26% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.41% | — | -8.50% | |
| 41 | LHX | L3harris Technologies INC | 股票-工業 | 0.39% | — | +1.98% | |
| 42 | WMT | Walmart INC | 股票-非循環性消費 | 0.39% | — | +1.44% | |
| 43 | ICE | Intercontinental Exchange In | 股票-金融 | 0.39% | -0.12% | +1.73% | |
| 44 | ETN | Eaton Corporation plc | 股票-工業 | 0.38% | +0.01% | +99.80% | |
| 45 | COP | Conocophillips | 股票-能源 | 0.37% | -0.16% | +5.80% | |
| 46 | NRG | Nrg Energy INC | 股票-公用事業 | 0.35% | — | -0.55% | |
| 47 | PWR | Quanta Services INC | 股票-工業 | 0.34% | +0.07% | -0.48% | |
| 48 | AWK | American Water Works Co INC | 股票-公用事業 | 0.34% | — | -0.20% | |
| 49 | URI | United Rentals INC | 股票-工業 | 0.33% | +0.10% | +321.96% | |
| 50 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.32% | — | -3.47% |