CIK: 0002042654
申報總市值
US$4.9億
僅顯示前 200 大持股（共 332 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 6.50% | -3.49% | +3.51% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.71% | -0.43% | -12.35% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.36% | -0.40% | -0.10% | |
| 4 | CDL | Victoryshares US Large Cap H | ETF-大型股與成長 | 4.06% | — | +68.05% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.68% | -0.14% | -4.44% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.39% | -0.17% | -33.41% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | — | — | |
| 8 | TDTT | Flexshares Iboxx 3-year Targ | ETF-其他 | 2.79% | — | -49.59% | |
| 9 | TDTF | Flexshares Iboxx 5-year Targ | ETF-其他 | 2.75% | — | — | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.54% | -0.12% | -45.45% | |
| 11 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.21% | -0.06% | — | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.19% | -0.48% | — | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.80% | — | — | |
| 14 | GS | Goldman Sachs Group INC | 股票-金融 | 1.75% | -0.08% | — | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.61% | +0.21% | -16.55% | |
| 16 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.60% | — | -16.95% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.60% | -0.11% | +341.30% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.59% | — | — | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.52% | -0.06% | -0.81% | |
| 20 | DHR | Danaher CORP | 股票-醫療保健 | 1.43% | — | — | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.43% | — | -6.35% | |
| 22 | PANW | Palo Alto Networks INC | 股票-科技 | 1.42% | — | — | |
| 23 | HD | Home Depot INC | 股票-循環性消費 | 1.36% | — | — | |
| 24 | PFE | Pfizer INC | 股票-醫療保健 | 1.29% | — | — | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.23% | — | +91.63% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.21% | +0.01% | -0.07% | |
| 27 | BLK | Blackrock INC | 股票-金融 | 1.20% | — | — | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.17% | — | — | |
| 29 | CDC | Victoryshares US Eq Income E | ETF-其他 | 1.17% | — | -35.70% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.10% | — | +17.65% | |
| 31 | IHF | Ishares U.s. Healthcare Prov | ETF-其他 | 1.06% | — | +31.10% | |
| 32 | WAT | Waters CORP | 股票-醫療保健 | 1.01% | — | — | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.88% | +0.04% | -0.16% | |
| 34 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.88% | -0.30% | +29.21% | |
| 35 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.83% | — | — | |
| 36 | SO | Southern Co/the | 股票-公用事業 | 0.79% | — | — | |
| 37 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.79% | — | — | |
| 38 | AMGN | Amgen INC | 股票-醫療保健 | 0.78% | — | — | |
| 39 | ICE | Intercontinental Exchange In | 股票-金融 | 0.77% | — | +0.08% | |
| 40 | QCOM | Qualcomm INC | 股票-科技 | 0.74% | +0.12% | — | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.73% | -0.27% | +803.85% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.69% | — | — | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.69% | — | — | |
| 44 | TSLA | Tesla INC | 股票-循環性消費 | 0.66% | -0.09% | +5.07% | |
| 45 | FTV | Fortive CORP | 股票-科技 | 0.65% | — | — | |
| 46 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.63% | — | +228.93% | |
| 47 | AXP | American Express Co | 股票-金融 | 0.63% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | -0.16% | — | |
| 49 | MET | Metlife INC | 股票-金融 | 0.61% | — | — | |
| 50 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.60% | — | -0.12% |