CIK: 0001802451
申報總市值
US$2.5億
僅顯示前 200 大持股（共 596 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 | 34.96% | +0.22% | +0.42% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 8.07% | +0.18% | -2.86% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 7.13% | +0.14% | -2.60% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.44% | +0.37% | +0.17% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 4.15% | +0.13% | -0.83% | |
| 6 | DWAS | Invesco Dorsey Wright Smallc | ETF-其他 | 2.45% | +0.09% | -1.19% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.40% | +0.10% | -3.98% | |
| 8 | WFC | Wells Fargo & Co | 股票-金融 | 2.31% | -0.39% | -0.02% | |
| 9 | FNAUSD | Paragon 28 INC | 股票-其他 | 1.89% | — | +436.32% | |
| 10 | PFMTUSD | Performant Financial CORP | 股票-其他 | 1.61% | — | — | |
| 11 | 260 | Centessa Pharmaceuticals-adr | 股票-其他 | 1.46% | +1.42% | +79.72% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.15% | — | +60.01% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.09% | -0.10% | +1.04% | |
| 14 | ATRC | Atricure INC | 股票-其他 | 1.08% | -0.38% | +0.72% | |
| 15 | AAPL | Apple INC | 股票-科技 | 0.90% | -0.07% | +1.27% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.85% | — | -4.14% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.84% | — | +35.69% | |
| 18 | NEO | Neogenomics INC | 股票-醫療保健 | 0.78% | -0.97% | +4.31% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.78% | -0.05% | +3.00% | |
| 20 | MMM | 3m Co | 股票-工業 | 0.73% | -0.06% | +7.89% | |
| 21 | USB | US Bancorp | 股票-金融 | 0.71% | — | +0.53% | |
| 22 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.71% | — | +0.62% | |
| 23 | TNDM | Tandem Diabetes Care INC | 股票-其他 | 0.63% | -0.04% | — | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.56% | — | -9.33% | |
| 25 | CRNX | Crinetics Pharmaceuticals In | 股票-其他 | 0.56% | -0.11% | — | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.48% | — | -0.37% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.48% | — | -6.40% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.47% | — | -5.95% | |
| 29 | XEL | Xcel Energy INC | 股票-公用事業 | 0.47% | +0.03% | +13.28% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.45% | — | +0.39% | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.43% | — | +11.76% | |
| 32 | PLRX | Pliant Therapeutics INC | 股票-其他 | 0.41% | — | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.38% | — | +3.63% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.36% | -0.07% | — | |
| 35 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.35% | +0.04% | +9.35% | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.34% | — | -3.35% | |
| 37 | ATEC | Alphatec Holdings INC | 股票-其他 | 0.33% | -0.23% | — | |
| 38 | EVH | Evolent Health INC - A | 股票-其他 | 0.32% | — | — | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.31% | — | -5.67% | |
| 40 | ECL | Ecolab INC | 股票-原物料 | 0.29% | — | +0.05% | |
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.26% | -0.04% | — | |
| 42 | INSM | Insmed INC | 股票-醫療保健 | 0.24% | — | +31.37% | |
| 43 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.23% | — | — | |
| 44 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.22% | — | -0.76% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | +0.06% | +0.32% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.19% | — | -22.48% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.19% | — | -0.26% | |
| 48 | KRMD | Koru Medical Systems INC | 股票-其他 | 0.18% | -0.08% | — | |
| 49 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.17% | — | — | |
| 50 | TSLA | Tesla INC | 股票-循環性消費 | 0.17% | -0.10% | -4.42% |