CIK: 0001802451
申報總市值
US$2.5億
僅顯示前 200 大持股（共 486 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 | 33.08% | +0.22% | +3.05% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 12.29% | +0.18% | -0.11% | |
| 3 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 9.40% | — | +1.53% | |
| 4 | TIP | Ishares Tips Bond ETF | ETF-其他 | 5.28% | — | +7.09% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 4.65% | +0.13% | +2.92% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.13% | +0.10% | -3.62% | |
| 7 | SPNEUSD | Seaspine Holdings CORP | 股票-其他 | 2.59% | — | -1.49% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.15% | — | -19.77% | |
| 9 | WFC | Wells Fargo & Co | 股票-金融 | 1.69% | -0.39% | +1248.83% | |
| 10 | TNDM | Tandem Diabetes Care INC | 股票-其他 | 1.66% | -0.04% | -3.15% | |
| 11 | CDNA | Caredx INC | 股票-其他 | 1.47% | — | -2.00% | |
| 12 | KRYS | Krystal Biotech INC | 股票-醫療保健 | 1.06% | — | -2.24% | |
| 13 | MMM | 3m Co | 股票-工業 | 1.04% | -0.06% | +0.40% | |
| 14 | USB | US Bancorp | 股票-金融 | 0.92% | — | +0.21% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.76% | — | +328.50% | |
| 16 | HALO | Halozyme Therapeutics INC | 股票-醫療保健 | 0.76% | — | +92.87% | |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.71% | — | +265.72% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.70% | — | +261.28% | |
| 19 | SNBRQ | Sleep Number CORP | 股票-其他 | 0.61% | — | — | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.56% | -0.07% | +4.51% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.55% | -0.07% | +0.34% | |
| 22 | QDELUSD | Quidelortho CORP | 股票-其他 | 0.44% | — | -7.90% | |
| 23 | XEL | Xcel Energy INC | 股票-公用事業 | 0.44% | +0.03% | +0.34% | |
| 24 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.41% | -0.04% | -0.88% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.40% | +0.37% | -6.66% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.36% | — | +0.21% | |
| 27 | KRMD | Koru Medical Systems INC | 股票-其他 | 0.36% | -0.08% | +2.34% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.34% | -0.05% | +2.35% | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.34% | +0.04% | -3.50% | |
| 30 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.34% | — | -0.07% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.32% | — | — | |
| 32 | ECL | Ecolab INC | 股票-原物料 | 0.30% | — | +0.63% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.30% | -0.10% | — | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.26% | — | -2.85% | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.25% | — | +0.06% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.25% | — | -8.98% | |
| 37 | DXCM | Dexcom INC | 股票-醫療保健 | 0.22% | — | — | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.22% | — | — | |
| 39 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.21% | — | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.21% | — | — | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.19% | — | +0.12% | |
| 42 | BBY | Best Buy Co INC | 股票-循環性消費 | 0.19% | — | +0.50% | |
| 43 | RTIXUSD | Surgalign Holdings INC | 股票-其他 | 0.18% | — | — | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.18% | — | +0.25% | |
| 45 | ✓ | Qualigen Therapeutics INC | 股票-其他 | 0.17% | — | — | |
| 46 | PEP | Pepsico INC | 股票-非循環性消費 | 0.17% | — | -16.33% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.16% | — | -0.80% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.16% | +0.06% | -12.27% | |
| 49 | DKNG1USD | Draftkings Holdings INC | 股票-其他 | 0.16% | — | +0.41% | |
| 50 | MDT | Medtronic plc | 股票-醫療保健 | 0.15% | — | -0.64% |