CIK: 0002042654
申報總市值
US$4.9億
僅顯示前 200 大持股（共 421 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 | 5.63% | -0.40% | +18.63% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.43% | -0.43% | +5.22% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 5.06% | -3.49% | -9.18% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.95% | -0.48% | -0.24% | |
| 5 | CLIP | Global X 1-3 Month T-bill | ETF-其他 | 4.87% | -0.43% | — | |
| 6 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 3.89% | -0.22% | — | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.83% | — | +17.99% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.53% | -0.17% | +4.14% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 3.50% | -9.02% | +10.35% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.72% | -0.06% | +45.24% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.41% | +0.21% | +24.35% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.12% | — | — | |
| 13 | PANW | Palo Alto Networks INC | 股票-科技 | 2.05% | — | — | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.02% | — | +71.99% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.89% | -0.04% | +8.52% | |
| 16 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.77% | -0.06% | +9.20% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.60% | -0.14% | -4.66% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.58% | — | +10789.63% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.44% | +0.13% | — | |
| 20 | GS | Goldman Sachs Group INC | 股票-金融 | 1.40% | -0.08% | — | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.26% | +0.01% | — | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.26% | +0.04% | +26.20% | |
| 23 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.25% | -0.12% | +17.34% | |
| 24 | DLR | Digital Realty Trust INC | 股票-房地產 | 1.17% | — | +795.80% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.02% | -0.11% | +0.36% | |
| 26 | HD | Home Depot INC | 股票-循環性消費 | 1.00% | — | +1.23% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.99% | — | -4.09% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.99% | — | +22.63% | |
| 29 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.95% | — | -2.09% | |
| 30 | BLK | Blackrock INC | 股票-金融 | 0.91% | — | — | |
| 31 | DHR | Danaher CORP | 股票-醫療保健 | 0.82% | — | — | |
| 32 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.81% | — | — | |
| 33 | TSLA | Tesla INC | 股票-循環性消費 | 0.81% | -0.09% | -3.66% | |
| 34 | QCOM | Qualcomm INC | 股票-科技 | 0.71% | +0.12% | +10.58% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.69% | — | +14.63% | |
| 36 | IRM | Iron Mountain INC | 股票-房地產 | 0.69% | -0.26% | — | |
| 37 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.65% | -0.30% | -2.93% | |
| 38 | WAT | Waters CORP | 股票-醫療保健 | 0.64% | — | — | |
| 39 | ICE | Intercontinental Exchange In | 股票-金融 | 0.63% | — | -0.74% | |
| 40 | GXDW | Global X Dorsey Wright Thema | ETF-其他 | 0.60% | — | +16.37% | |
| 41 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.59% | — | -7.34% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | -0.16% | +0.65% | |
| 43 | AMGN | Amgen INC | 股票-醫療保健 | 0.56% | — | +0.75% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.55% | -0.27% | -0.76% | |
| 45 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.53% | — | — | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.53% | — | +13.62% | |
| 47 | ETN | Eaton Corporation plc | 股票-工業 | 0.53% | — | -1.23% | |
| 48 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.53% | — | +0.35% | |
| 49 | PFE | Pfizer INC | 股票-醫療保健 | 0.53% | — | +7.86% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.53% | — | — |