CIK: 0001807283
申報總市值
US$5.1億
僅顯示前 200 大持股（共 874 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 10.26% | -0.35% | +2.74% | |
| 2 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 6.54% | — | +3.81% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.78% | -0.43% | -0.52% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 5.45% | +0.21% | +0.21% | |
| 5 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 3.90% | +0.20% | +4.91% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.52% | -0.25% | -2.92% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.76% | +0.49% | +58361.78% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.52% | — | -1.43% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.49% | -0.47% | +2.53% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.47% | +0.14% | -33.59% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.33% | — | -0.39% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.29% | -0.13% | -2.63% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.21% | -0.20% | +0.79% | |
| 14 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.16% | -0.40% | -7.35% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.14% | +0.15% | -40.16% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.02% | -0.24% | +1.70% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.92% | -0.06% | -0.03% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.86% | -0.15% | +0.14% | |
| 19 | AZO | Autozone INC | 股票-循環性消費 | 1.74% | — | +0.89% | |
| 20 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.65% | +0.26% | +186.57% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.43% | -0.08% | -1.58% | |
| 22 | WMT | Walmart INC | 股票-非循環性消費 | 1.42% | +0.17% | +0.69% | |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.29% | +0.16% | +37.37% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.23% | -0.07% | -43.41% | |
| 25 | DDLS | Wisdmtre Dy Int Smlcap Ef-us | ETF-其他 | 1.07% | — | +4.11% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.02% | — | -3.41% | |
| 27 | ✓ | Ishares Ibonds Oct 2025 Term Tips ETF | ETF-其他 | 1.00% | — | — | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.99% | -0.05% | — | |
| 29 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.93% | — | -6.96% | |
| 30 | XLE | Ss Energy Select Sector | ETF-其他 | 0.89% | +0.25% | -6.33% | |
| 31 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.88% | — | -58.95% | |
| 32 | RTX | Rtx CORP | 股票-工業 | 0.87% | +0.06% | +2.64% | |
| 33 | UBER | Uber Technologies INC | 股票-工業 | 0.84% | -0.10% | +7425.57% | |
| 34 | IBHF | Ishares Ibond 2026 Hy & INC | ETF-其他 | 0.80% | — | — | |
| 35 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | 0.75% | -0.04% | +0.78% | |
| 36 | IBIC | Ishares Ibonds Oct 2026 Tt | ETF-其他 | 0.72% | — | — | |
| 37 | XLF | Ss Financial Select Sector | ETF-其他 | 0.67% | -0.06% | -1.20% | |
| 38 | NFLX | Netflix INC | 股票-通訊服務 | 0.62% | — | +25087.50% | |
| 39 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.59% | -0.09% | +7286.96% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.57% | -0.10% | +0.44% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.57% | -0.09% | -12.50% | |
| 42 | GD | General Dynamics CORP | 股票-工業 | 0.52% | — | -0.95% | |
| 43 | XLB | Ss Materials Select Sector | ETF-其他 | 0.51% | — | -5.37% | |
| 44 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.50% | -0.17% | +6006.12% | |
| 45 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.50% | — | — | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.50% | +0.12% | -0.38% | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.47% | — | -0.51% | |
| 48 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.41% | +0.05% | — | |
| 49 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.39% | -0.03% | -63.51% | |
| 50 | ABBV | Abbvie INC | 股票-醫療保健 | 0.38% | — | -56.18% |