CIK: 0001845998
申報總市值
US$5.3億
僅顯示前 200 大持股（共 264 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 | IQLT | Ishares Msci International Q | ETF-其他 | 3.96% | -0.98% | +0.15% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.46% | -1.20% | +159.05% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.30% | -0.65% | +162.57% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.10% | -0.06% | +1163.01% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 2.90% | -0.82% | +4.84% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.55% | -0.38% | -14.30% | |
| 7 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.98% | -0.07% | +1096.67% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.92% | — | +14.78% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.69% | +0.01% | +86.06% | |
| 10 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.55% | +0.19% | +0.58% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.54% | +0.01% | +34.17% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.33% | +0.86% | +52.60% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.31% | — | +12.52% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.30% | -0.74% | +8.90% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.21% | -0.31% | +204.43% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.20% | +1.12% | +2054.57% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.15% | +0.54% | +548.82% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.15% | — | +77.79% | |
| 19 | TSLA | Tesla INC | 股票-循環性消費 | 1.07% | +0.08% | +205.35% | |
| 20 | HD | Home Depot INC | 股票-循環性消費 | 1.03% | — | +462.43% | |
| 21 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.97% | — | — | |
| 22 | ABBV | Abbvie INC | 股票-醫療保健 | 0.93% | — | +938.99% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.92% | — | +47.74% | |
| 24 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.89% | -0.08% | +215.34% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.14% | +273.84% | |
| 26 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 0.84% | — | -1.63% | |
| 27 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.84% | — | +11.16% | |
| 28 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.81% | — | -2.43% | |
| 29 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.80% | +0.01% | +168.20% | |
| 30 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.78% | -0.56% | +179.00% | |
| 31 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.76% | — | +6.14% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.75% | — | +55.30% | |
| 33 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.74% | — | +57.16% | |
| 34 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.73% | — | +31.21% | |
| 35 | PEP | Pepsico INC | 股票-非循環性消費 | 0.72% | — | +546.21% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | — | +95.12% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.71% | — | +828.97% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.71% | — | +10.96% | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.64% | — | +54.52% | |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.63% | — | +12.19% | |
| 41 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.61% | — | -14.34% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.60% | — | +23.19% | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.58% | — | +712.82% | |
| 44 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.54% | — | +487.30% | |
| 45 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 0.54% | +0.05% | +4.05% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | — | +595.95% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.53% | — | -17.66% | |
| 48 | AMD | Advanced Micro Devices | 股票-科技 | 0.53% | +0.35% | +167.45% | |
| 49 | MA | Mastercard INC - A | 股票-金融 | 0.52% | — | +183.30% | |
| 50 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.51% | — | +119.96% |