CIK: 0001845998
申報總市值
US$5.3億
僅顯示前 200 大持股（共 280 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 | SMLR | Semler Scientific INC | 股票-其他 | 11.50% | — | — | |
| 2 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 8.17% | -0.07% | +185.14% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 3.88% | +1.87% | — | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.78% | -1.20% | -0.68% | |
| 5 | IQLT | Ishares Msci International Q | ETF-其他 | 3.14% | -0.98% | +5.02% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.03% | -0.65% | +0.63% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 1.94% | -0.82% | -1.34% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.88% | — | -6.14% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.85% | -0.06% | +31.44% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.49% | +0.01% | +19.79% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.46% | — | +1.08% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.44% | -0.38% | -29.34% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.40% | +1.12% | +4.25% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.24% | +0.01% | -1.82% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.16% | -0.31% | +0.76% | |
| 16 | MDCX | Medicus Pharma LTD | 股票-其他 | 1.10% | -1.81% | -4.51% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.07% | -0.74% | +6.08% | |
| 18 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.01% | +0.19% | +0.67% | |
| 19 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.97% | — | -3.73% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | -0.14% | +2.51% | |
| 21 | TSLA | Tesla INC | 股票-循環性消費 | 0.86% | +0.08% | -2.71% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.82% | — | +0.59% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.81% | +0.86% | +1.69% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.73% | — | -6.30% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.72% | — | +61.77% | |
| 26 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.70% | -0.56% | -4.81% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.66% | +0.54% | -7.68% | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.65% | — | +0.37% | |
| 29 | ABBV | Abbvie INC | 股票-醫療保健 | 0.63% | — | +0.45% | |
| 30 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.61% | — | +2.43% | |
| 31 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.59% | — | +1.63% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.59% | — | +18.38% | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.56% | +0.61% | +5.06% | |
| 34 | DFIV | Dimensional International Va | ETF-其他 | 0.53% | — | — | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | — | +0.47% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | +7.39% | |
| 37 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.50% | — | +0.44% | |
| 38 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.49% | — | +3.02% | |
| 39 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 0.49% | +0.05% | +16.13% | |
| 40 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 0.49% | — | +1.06% | |
| 41 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.48% | -0.08% | +49.54% | |
| 42 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.47% | +0.23% | +1.81% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.45% | — | -2.12% | |
| 44 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.44% | +0.01% | -3.94% | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.43% | — | +2.25% | |
| 46 | AXP | American Express Co | 股票-金融 | 0.42% | — | +2.00% | |
| 47 | MS | Morgan Stanley | 股票-金融 | 0.41% | +0.10% | +1.41% | |
| 48 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.41% | — | -16.46% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.41% | — | -12.97% | |
| 50 | RTX | Rtx CORP | 股票-工業 | 0.41% | — | -1.88% |