CIK: 0001462245
申報總市值
US$942.2億
僅顯示前 200 大持股（共 3457 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 | 3.66% | — | -2.33% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.93% | -0.66% | -3.82% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.88% | +0.20% | +1.73% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.87% | -0.19% | +1.83% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.51% | +0.43% | -18.59% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.51% | — | +5.51% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | -0.14% | +0.39% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.41% | -0.15% | +1.57% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.39% | +0.23% | +1.75% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.18% | — | +0.99% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.94% | -0.18% | -5.24% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | -0.11% | +0.35% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.82% | +1.83% | +2.67% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.79% | +0.03% | +1.53% | |
| 15 | SN | SharkNinja, Inc. | 股票-循環性消費 | 0.78% | — | -8.60% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 0.77% | -0.10% | -0.99% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.75% | -0.08% | +6.61% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.70% | — | -6.03% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.63% | — | +2.55% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.63% | — | +1.82% | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 0.62% | -0.08% | +865.31% | |
| 22 | PEP | Pepsico INC | 股票-非循環性消費 | 0.61% | +0.07% | +2.95% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | -0.10% | +0.13% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.60% | — | +3.09% | |
| 25 | SIXH | Etc 6 Meridian Hedged Equity | ETF-其他 | 0.60% | — | +1.90% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.59% | -0.08% | -0.09% | |
| 27 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.57% | — | -3.18% | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.57% | — | +2.90% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.57% | — | -1.29% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.55% | — | -2.51% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.54% | -0.08% | +2.32% | |
| 32 | HD | Home Depot INC | 股票-循環性消費 | 0.53% | — | +3.38% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.52% | -0.14% | -10.04% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | — | +0.71% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.50% | -0.14% | -1.75% | |
| 36 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.49% | — | -9.67% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.48% | +0.06% | -9.76% | |
| 38 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.47% | — | +4.63% | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.46% | — | +8.64% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.45% | -0.11% | +6.41% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.44% | +0.21% | +11.68% | |
| 42 | ABBV | Abbvie INC | 股票-醫療保健 | 0.42% | — | +2.68% | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.39% | — | +2.59% | |
| 44 | SIXA | Etc 6 Meridian Mega Cap Equi | ETF-其他 | 0.38% | — | +3.04% | |
| 45 | RTX | Rtx CORP | 股票-工業 | 0.38% | — | +17.80% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.38% | -0.14% | +3.07% | |
| 47 | BND | Vanguard Total Bond Market | ETF-其他 | 0.37% | — | +3.20% | |
| 48 | WMT | Walmart INC | 股票-非循環性消費 | 0.37% | — | -0.25% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.36% | — | +0.80% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.35% | — | -0.78% |