CIK: 0001462245
申報總市值
US$942.2億
僅顯示前 200 大持股（共 3496 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 | 3.91% | — | +3.79% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | -0.66% | +6.98% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.86% | +0.20% | +1.42% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.76% | -0.19% | — | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.67% | -0.15% | +4.66% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.56% | — | +3.94% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.54% | -0.14% | +14.46% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.52% | +0.43% | +3.69% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.29% | +0.23% | +6.11% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | — | +4.56% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.02% | -0.18% | +0.42% | |
| 12 | SN | SharkNinja, Inc. | 股票-循環性消費 | 0.96% | — | +42.89% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | -0.11% | +5.38% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 0.80% | -0.10% | +1.19% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.79% | -0.08% | +8.84% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 0.79% | -0.08% | +2.36% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | +1.83% | +7.40% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.69% | +0.03% | +0.73% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | -0.10% | +3.35% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.64% | — | -5.91% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.64% | -0.08% | +6.08% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.62% | — | +3.92% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.59% | -0.08% | +0.91% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.59% | — | -0.77% | |
| 25 | SIXH | Etc 6 Meridian Hedged Equity | ETF-其他 | 0.58% | — | +2.97% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.58% | — | +9.37% | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.57% | — | +7.62% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.56% | +0.06% | +30.36% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.55% | — | +115.25% | |
| 30 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.54% | — | -0.44% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.54% | — | +10.64% | |
| 32 | PEP | Pepsico INC | 股票-非循環性消費 | 0.52% | +0.07% | +0.10% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.50% | -0.14% | +20.29% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.50% | -0.14% | +14.36% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | — | +4.12% | |
| 36 | TSLA | Tesla INC | 股票-循環性消費 | 0.49% | -0.08% | +6.63% | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.48% | — | +14.33% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.47% | -0.11% | +11.08% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.45% | +0.21% | +7.95% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.45% | — | -4.95% | |
| 41 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.43% | — | +10.02% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.42% | -0.14% | +18.37% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.41% | — | +18.34% | |
| 44 | WMT | Walmart INC | 股票-非循環性消費 | 0.39% | — | -3.35% | |
| 45 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.39% | — | -5.24% | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.38% | -0.06% | +1.64% | |
| 47 | ABBV | Abbvie INC | 股票-醫療保健 | 0.38% | — | +6.80% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.38% | — | +209.29% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.37% | — | +1.99% | |
| 50 | SIXA | Etc 6 Meridian Mega Cap Equi | ETF-其他 | 0.37% | — | +3.61% |