CIK: 0001660177
申報總市值
US$19.1億
僅顯示前 200 大持股（共 693 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 | 4.76% | -0.44% | +3.56% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.10% | -0.52% | +10.52% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.84% | -0.18% | -1.29% | |
| 4 | BX | Blackstone INC | 股票-金融 | 2.48% | -0.33% | +474.26% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.18% | -0.33% | -14.57% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.02% | -0.45% | -0.46% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.66% | — | +0.52% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.66% | -0.09% | -2.04% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.55% | -0.26% | +9.96% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.34% | — | -5.02% | |
| 11 | CAT | Caterpillar INC | 股票-工業 | 1.08% | +0.43% | +0.63% | |
| 12 | SDS | ProShares UltraShort S&P500 | 股票-其他 | 1.07% | — | +5141.15% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.04% | -0.35% | -14.33% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.98% | -0.04% | -5.68% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.91% | — | -0.59% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.83% | — | -13.17% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.82% | -0.29% | -20.64% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | — | +6.85% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.76% | -0.13% | +793.16% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.76% | -0.41% | -39.31% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.74% | -0.15% | -2.53% | |
| 22 | PANW | Palo Alto Networks INC | 股票-科技 | 0.74% | — | +0.88% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.72% | -0.47% | -1.25% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.67% | — | +1.43% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.67% | +1.53% | +4.14% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | -0.17% | +2.78% | |
| 27 | PODD | Insulet CORP | 股票-醫療保健 | 0.64% | -0.29% | +142.05% | |
| 28 | URI | United Rentals INC | 股票-工業 | 0.64% | — | -0.60% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.64% | -0.24% | -4.87% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.62% | — | +2.72% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.61% | — | +0.52% | |
| 32 | TSLA | Tesla INC | 股票-循環性消費 | 0.59% | -0.17% | +1.54% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.56% | -0.25% | -6.94% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | +2.07% | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.55% | -0.12% | +6.70% | |
| 36 | AVO | Mission Produce INC | 股票-其他 | 0.55% | — | -7.02% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.53% | +0.38% | +10.04% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.52% | -0.60% | EXIT | |
| 39 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.52% | — | +215.70% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.52% | — | -0.74% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.48% | — | -6.47% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.47% | -0.12% | -2.87% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.46% | — | +1.53% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.46% | — | +297.29% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | — | -2.80% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.45% | +0.28% | -0.73% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.45% | — | +0.26% | |
| 48 | SUB | Ishares Short-term National | ETF-其他 | 0.44% | — | -10.13% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.44% | -0.19% | -11.01% | |
| 50 | CVNA | Carvana Co | 股票-循環性消費 | 0.44% | — | +89.25% |