CIK: 0002042654
申報總市值
US$4.9億
僅顯示前 200 大持股（共 604 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 | 7.94% | -3.49% | +49.79% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.01% | -0.48% | +2.71% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 5.84% | -9.02% | +17.40% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.68% | -0.43% | +0.42% | |
| 5 | AAPL | Apple INC | 股票-科技 | 5.01% | -0.40% | -1.11% | |
| 6 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 4.44% | -0.22% | -0.27% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.27% | — | +0.45% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.23% | -0.17% | +4.21% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.81% | +0.21% | +2.66% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.54% | — | +0.55% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.45% | -0.06% | -0.23% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.39% | -0.12% | +51.52% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.27% | — | +5.58% | |
| 14 | CLIP | Global X 1-3 Month T-bill | ETF-其他 | 1.99% | -0.43% | -3.31% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.82% | -0.04% | +8.91% | |
| 16 | PANW | Palo Alto Networks INC | 股票-科技 | 1.64% | — | -0.48% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.61% | -1.20% | +69.34% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.50% | -0.14% | +5.74% | |
| 19 | TSLA | Tesla INC | 股票-循環性消費 | 1.50% | -0.09% | -9.55% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.37% | +0.13% | +2.47% | |
| 21 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.27% | -0.06% | -15.95% | |
| 22 | GS | Goldman Sachs Group INC | 股票-金融 | 1.25% | -0.08% | +0.16% | |
| 23 | DLR | Digital Realty Trust INC | 股票-房地產 | 1.19% | — | +0.71% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.06% | +0.01% | +0.64% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.05% | +0.04% | +0.74% | |
| 26 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.04% | +0.72% | +144.72% | |
| 27 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.96% | +0.26% | +1097.59% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | -0.16% | +74.11% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.92% | +0.22% | +22.66% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.81% | -0.11% | -0.57% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.80% | — | +0.14% | |
| 32 | BITB | Bitwise Bitcoin ETF | ETF-加密貨幣 | 0.80% | — | +8.69% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.78% | — | -0.01% | |
| 34 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.74% | — | -6.48% | |
| 35 | BLK | Blackrock INC | 股票-金融 | 0.74% | — | +1.21% | |
| 36 | IRM | Iron Mountain INC | 股票-房地產 | 0.73% | -0.26% | -0.77% | |
| 37 | DHR | Danaher CORP | 股票-醫療保健 | 0.69% | — | +0.34% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.62% | — | -1.91% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.60% | — | -12.71% | |
| 40 | QCOM | Qualcomm INC | 股票-科技 | 0.58% | +0.12% | +0.26% | |
| 41 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.56% | -0.30% | -0.42% | |
| 42 | ICE | Intercontinental Exchange In | 股票-金融 | 0.55% | — | -0.14% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.53% | — | +0.22% | |
| 44 | ETN | Eaton Corporation plc | 股票-工業 | 0.51% | — | -0.63% | |
| 45 | WAT | Waters CORP | 股票-醫療保健 | 0.48% | — | — | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.47% | — | +2.28% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.46% | — | — | |
| 48 | SO | Southern Co/the | 股票-公用事業 | 0.46% | — | +0.11% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.46% | -0.27% | -1.13% | |
| 50 | AMGN | Amgen INC | 股票-醫療保健 | 0.44% | — | +0.05% |