CIK: 0001944755
申報總市值
US$2.0億
僅顯示前 200 大持股（共 220 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 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 6.54% | -5.69% | EXIT | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.33% | -4.80% | EXIT | |
| 3 | AAPL | Apple INC | 股票-科技 | 6.27% | +3.31% | — | |
| 4 | USB | US Bancorp | 股票-金融 | 3.91% | -4.12% | EXIT | |
| 5 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.21% | -2.50% | EXIT | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.34% | +1.60% | — | |
| 7 | WMT | Walmart INC | 股票-非循環性消費 | 1.88% | -2.25% | EXIT | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.72% | -0.68% | EXIT | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.55% | -1.57% | EXIT | |
| 10 | ABBV | Abbvie INC | 股票-醫療保健 | 1.37% | — | — | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.34% | -1.01% | EXIT | |
| 12 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.27% | -1.48% | EXIT | |
| 13 | CB | Chubb Limited | 股票-金融 | 1.18% | — | — | |
| 14 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.16% | — | — | |
| 15 | KR | Kroger Co | 股票-非循環性消費 | 1.12% | -1.09% | EXIT | |
| 16 | ETN | Eaton Corporation plc | 股票-工業 | 1.09% | — | — | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.09% | — | — | |
| 18 | ALL | Allstate CORP | 股票-金融 | 1.08% | — | — | |
| 19 | VLO | Valero Energy CORP | 股票-能源 | 1.03% | +1.37% | — | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 0.99% | — | — | |
| 21 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.93% | -0.85% | EXIT | |
| 22 | ADI | Analog Devices INC | 股票-科技 | 0.91% | — | — | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | +1.04% | — | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.83% | — | — | |
| 25 | CAT | Caterpillar INC | 股票-工業 | 0.80% | -0.99% | EXIT | |
| 26 | JSCP | Jpmorgan Short Duration Core | ETF-其他 | 0.77% | — | — | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.72% | — | — | |
| 28 | INTC | Intel CORP | 股票-科技 | 0.71% | — | — | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.70% | -0.68% | EXIT | |
| 30 | PEP | Pepsico INC | 股票-非循環性消費 | 0.70% | -0.45% | EXIT | |
| 31 | CTAS | Cintas CORP | 股票-工業 | 0.67% | -0.58% | EXIT | |
| 32 | DE | Deere & Co | 股票-工業 | 0.66% | -0.68% | EXIT | |
| 33 | SMIG | Bahl & Gaynor S/m INC Growth | ETF-其他 | 0.65% | — | — | |
| 34 | KLAC | Kla CORP | 股票-科技 | 0.65% | -0.52% | EXIT | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.65% | -0.54% | EXIT | |
| 36 | DUK | Duke Energy CORP | 股票-公用事業 | 0.64% | — | — | |
| 37 | T | At&t INC | 股票-通訊服務 | 0.63% | — | — | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.60% | — | — | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.58% | — | — | |
| 40 | FCX | Freeport-mcmoran INC | 股票-原物料 | 0.57% | — | — | |
| 41 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.57% | — | — | |
| 42 | UNP | Union Pacific CORP | 股票-工業 | 0.54% | -0.40% | EXIT | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.54% | — | — | |
| 44 | MRO* | Marathon Oil CORP | 股票-其他 | 0.53% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | — | |
| 46 | HPQ | Hp INC | 股票-科技 | 0.52% | — | — | |
| 47 | QCOM | Qualcomm INC | 股票-科技 | 0.52% | -0.32% | EXIT | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.51% | — | — | |
| 49 | CRGY | Crescent Energy Inc-a | 股票-能源 | 0.51% | — | — | |
| 50 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.50% | — | — |