CIK: 0001845998
申報總市值
US$5.3億
僅顯示前 200 大持股（共 365 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 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 7.53% | -0.07% | +8.34% | |
| 2 | SMLR | Semler Scientific INC | 股票-其他 | 7.46% | — | -1.30% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.13% | -1.20% | +3.60% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 3.80% | +1.87% | +15.30% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.29% | -0.65% | +22.94% | |
| 6 | IQLT | Ishares Msci International Q | ETF-其他 | 2.71% | -0.98% | -0.44% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.06% | +1.12% | +47.14% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 1.73% | -0.82% | -0.53% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.66% | — | -0.05% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.53% | -0.06% | -2.11% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.51% | -0.38% | +14.44% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.44% | +0.01% | +3.45% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.36% | +0.01% | +29.49% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.31% | — | +0.45% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.24% | +0.86% | +31.20% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.23% | -0.31% | +25.74% | |
| 17 | TSLA | Tesla INC | 股票-循環性消費 | 1.21% | +0.08% | +18.58% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | -0.14% | +14.79% | |
| 19 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.95% | +0.19% | +0.54% | |
| 20 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.92% | — | -4.31% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.90% | +0.54% | +16.58% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.85% | -0.74% | -11.96% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 0.78% | +0.61% | +37.38% | |
| 24 | ABBV | Abbvie INC | 股票-醫療保健 | 0.73% | — | +8.83% | |
| 25 | MDCX | Medicus Pharma LTD | 股票-其他 | 0.72% | -1.81% | — | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.70% | — | +0.18% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.65% | — | -4.50% | |
| 28 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.64% | — | +13.44% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.62% | — | +17.77% | |
| 30 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.62% | -0.56% | -1.31% | |
| 31 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.54% | -0.08% | +20.03% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | +21.53% | |
| 33 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.52% | — | -0.89% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.52% | — | -20.24% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | — | +13.75% | |
| 36 | DFIV | Dimensional International Va | ETF-其他 | 0.49% | — | +0.11% | |
| 37 | HD | Home Depot INC | 股票-循環性消費 | 0.48% | — | -21.85% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.47% | — | +13.82% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.46% | — | +13.96% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.46% | +0.10% | +15.24% | |
| 41 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.45% | +0.01% | +3.50% | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.45% | — | +8.77% | |
| 43 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 0.44% | — | -0.89% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.44% | — | +17.64% | |
| 45 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 0.44% | +0.05% | -0.18% | |
| 46 | RTX | Rtx CORP | 股票-工業 | 0.42% | — | +7.79% | |
| 47 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.42% | — | +66.01% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.42% | — | +21.48% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.41% | +0.41% | +14.53% | |
| 50 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.40% | +0.23% | +5.55% |