CIK: 0001845998
申報總市值
US$5.3億
僅顯示前 200 大持股（共 261 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 | 4.03% | -0.98% | -0.68% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.41% | -1.20% | -7.61% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.02% | -0.65% | -1.41% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 3.00% | -0.82% | -1.56% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.47% | -0.38% | -4.78% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.44% | -0.06% | -18.69% | |
| 7 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.02% | -0.07% | +5.73% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.97% | — | -0.99% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.62% | +0.01% | +3.03% | |
| 10 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.59% | +0.19% | +0.78% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.45% | +0.01% | -8.42% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.33% | — | +0.01% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.31% | -0.74% | -0.58% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.25% | -0.31% | -6.05% | |
| 15 | TSLA | Tesla INC | 股票-循環性消費 | 1.24% | +0.08% | -9.38% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.22% | +1.12% | +7.55% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.12% | +0.86% | -4.24% | |
| 18 | HD | Home Depot INC | 股票-循環性消費 | 1.11% | — | -5.09% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.07% | — | -6.17% | |
| 20 | ABBV | Abbvie INC | 股票-醫療保健 | 1.03% | — | +0.03% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.99% | — | -23.33% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.99% | +0.54% | -1.99% | |
| 23 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.97% | -0.08% | -0.94% | |
| 24 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.97% | — | +3.43% | |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.95% | — | +51.66% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | -0.14% | +1.07% | |
| 27 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.85% | — | +4.70% | |
| 28 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.84% | — | -1.35% | |
| 29 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.83% | — | -0.91% | |
| 30 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.83% | — | +5.19% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.78% | — | +168.84% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | — | +26.55% | |
| 33 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 0.72% | — | -15.48% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.72% | — | -1.35% | |
| 35 | PEP | Pepsico INC | 股票-非循環性消費 | 0.71% | — | -0.56% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.71% | — | -6.05% | |
| 37 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.71% | -0.56% | -0.79% | |
| 38 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.71% | — | -3.67% | |
| 39 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.70% | +0.01% | -4.33% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | — | -8.00% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | — | -10.81% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.61% | — | -2.37% | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.60% | — | -3.40% | |
| 44 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 0.59% | +0.05% | +4.29% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.59% | — | -7.31% | |
| 46 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.57% | — | -7.63% | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.57% | — | -9.34% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.55% | — | -2.55% | |
| 49 | NEE | Nextera Energy INC | 股票-公用事業 | 0.54% | — | -1.58% | |
| 50 | AXP | American Express Co | 股票-金融 | 0.54% | — | -1.86% |