CIK: 0001891713
申報總市值
US$4.6億
僅顯示前 200 大持股（共 247 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 | 4.98% | -0.30% | -3.24% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.75% | -0.39% | +0.95% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.92% | -0.94% | +3.46% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.51% | -0.45% | -0.92% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.07% | -0.21% | -0.68% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 2.00% | — | +7.92% | |
| 7 | MA | Mastercard INC - A | 股票-金融 | 1.96% | -0.23% | -0.52% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.92% | +0.14% | +13.78% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.82% | -0.25% | -1.93% | |
| 10 | ABBV | Abbvie INC | 股票-醫療保健 | 1.79% | — | -2.11% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.76% | +0.67% | +1.13% | |
| 12 | WMT | Walmart INC | 股票-非循環性消費 | 1.76% | +0.16% | -0.04% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.74% | -0.24% | +1.30% | |
| 14 | AVIG | Avantis Core Fixed Income | ETF-其他 | 1.53% | — | +2.13% | |
| 15 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.49% | +0.12% | +3.09% | |
| 16 | AVLC | Avantis US Lg Cap Eq ETF | ETF-其他 | 1.36% | +0.18% | +19.62% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.28% | -0.24% | -3.87% | |
| 18 | APH | Amphenol Corp-cl A | 股票-科技 | 1.15% | — | -0.20% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.10% | — | +1.52% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.04% | -0.16% | -3.81% | |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.99% | +0.14% | +70.29% | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 0.97% | — | +0.99% | |
| 23 | TSLA | Tesla INC | 股票-循環性消費 | 0.96% | -0.13% | -11.21% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.95% | +0.30% | -1.61% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.94% | -0.11% | -7.24% | |
| 26 | DSTL | Distillate US Fundamental St | ETF-其他 | 0.94% | — | -16.05% | |
| 27 | QLC | Flexshares US Quality Lg Cap | ETF-其他 | 0.92% | — | +5.30% | |
| 28 | SKOR | Flexshares Credit-scored US | ETF-其他 | 0.92% | +0.13% | +45.46% | |
| 29 | IQDY | Flexshares Int Qual Dvd Dyn | ETF-其他 | 0.84% | +0.10% | +8.68% | |
| 30 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.82% | -0.17% | — | |
| 31 | AVDE | Avantis International Equity | ETF-其他 | 0.81% | — | +3.34% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.79% | — | -1.02% | |
| 33 | DFIV | Dimensional International Va | ETF-其他 | 0.78% | +0.15% | +6.85% | |
| 34 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.77% | +0.18% | +3.12% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.75% | — | +8.09% | |
| 36 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 0.72% | — | +6.02% | |
| 37 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.72% | — | -4.26% | |
| 38 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.71% | +0.13% | -0.86% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.70% | +0.13% | -2.18% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | — | -0.22% | |
| 41 | BN | Brookfield CORP | 股票-金融 | 0.64% | — | +45.26% | |
| 42 | CTAS | Cintas CORP | 股票-工業 | 0.63% | — | — | |
| 43 | INTU | Intuit INC | 股票-科技 | 0.63% | -0.23% | +0.59% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.63% | — | -3.76% | |
| 45 | AVGO | Broadcom INC | 股票-科技 | 0.62% | — | -1.18% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.62% | +0.18% | +104.31% | |
| 47 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.60% | +0.13% | +0.86% | |
| 48 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.56% | — | +5.01% | |
| 49 | T | At&t INC | 股票-通訊服務 | 0.56% | +0.09% | +1.05% | |
| 50 | ETN | Eaton Corporation plc | 股票-工業 | 0.55% | — | -0.40% |