CIK: 0001802451
申報總市值
US$2.5億
僅顯示前 200 大持股（共 574 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 | 36.34% | +0.22% | -0.14% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 8.64% | +0.18% | -2.83% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 6.73% | +0.14% | -1.99% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.27% | +0.37% | +0.43% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 4.21% | +0.13% | -1.33% | |
| 6 | WFC | Wells Fargo & Co | 股票-金融 | 3.17% | -0.39% | +0.02% | |
| 7 | FNAUSD | Paragon 28 INC | 股票-其他 | 3.11% | — | -21.27% | |
| 8 | DWAS | Invesco Dorsey Wright Smallc | ETF-其他 | 2.18% | +0.09% | -0.72% | |
| 9 | 260 | Centessa Pharmaceuticals-adr | 股票-其他 | 2.00% | +1.42% | +41.92% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.96% | +0.10% | +0.04% | |
| 11 | ATRC | Atricure INC | 股票-其他 | 1.60% | -0.38% | — | |
| 12 | PFMTUSD | Performant Financial CORP | 股票-其他 | 1.43% | — | +3.81% | |
| 13 | ANAB | Anaptysbio INC | 股票-其他 | 1.01% | +0.26% | — | |
| 14 | AAPL | Apple INC | 股票-科技 | 0.94% | -0.07% | -1.47% | |
| 15 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.87% | — | +0.36% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.85% | — | -23.59% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.84% | -0.10% | -2.10% | |
| 18 | MMM | 3m Co | 股票-工業 | 0.75% | -0.06% | +0.08% | |
| 19 | NEO | Neogenomics INC | 股票-醫療保健 | 0.70% | -0.97% | +28.72% | |
| 20 | USB | US Bancorp | 股票-金融 | 0.69% | — | -2.78% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | -0.05% | -1.01% | |
| 22 | ATEC | Alphatec Holdings INC | 股票-其他 | 0.57% | -0.23% | -5.03% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.48% | -0.07% | +1.67% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.44% | — | -9.84% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.40% | — | +0.33% | |
| 26 | TSLA | Tesla INC | 股票-循環性消費 | 0.40% | -0.10% | +139.83% | |
| 27 | CRNX | Crinetics Pharmaceuticals In | 股票-其他 | 0.40% | -0.11% | — | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.39% | +0.04% | +1.66% | |
| 29 | AXGN | Axogen INC | 股票-其他 | 0.39% | +0.06% | +1004.64% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.36% | — | +0.51% | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.34% | -0.04% | +0.70% | |
| 32 | XEL | Xcel Energy INC | 股票-公用事業 | 0.31% | +0.03% | -0.22% | |
| 33 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.31% | — | — | |
| 34 | ECL | Ecolab INC | 股票-原物料 | 0.30% | — | +0.25% | |
| 35 | TNDM | Tandem Diabetes Care INC | 股票-其他 | 0.28% | -0.04% | — | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.28% | — | +30.13% | |
| 37 | INSM | Insmed INC | 股票-醫療保健 | 0.27% | — | — | |
| 38 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.25% | — | — | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.23% | +0.06% | +5.10% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.20% | — | -7.89% | |
| 41 | MDXG | Mimedx Group INC | 股票-其他 | 0.19% | -0.06% | +1333.33% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.19% | — | +65.44% | |
| 43 | KRMD | Koru Medical Systems INC | 股票-其他 | 0.18% | -0.08% | — | |
| 44 | EVH | Evolent Health INC - A | 股票-其他 | 0.18% | — | — | |
| 45 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.18% | — | -3.39% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.16% | — | — | |
| 47 | SIBN | Si-bone INC | 股票-其他 | 0.16% | -0.46% | — | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.15% | — | -4.31% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.14% | — | — | |
| 50 | HEI | Heico CORP | 股票-工業 | 0.14% | — | — |