CIK: 0001845998
申報總市值
US$5.3億
僅顯示前 200 大持股（共 279 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 | AAPL | Apple INC | 股票-科技 | 5.43% | -1.20% | -14.44% | |
| 2 | IQLT | Ishares Msci International Q | ETF-其他 | 3.74% | -0.98% | -9.37% | |
| 3 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 3.52% | -0.07% | -70.95% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.93% | -0.65% | -25.78% | |
| 5 | ASST | Strive Inc-a | 股票-其他 | 2.79% | — | — | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 2.61% | -0.82% | +1.01% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.11% | — | -8.68% | |
| 8 | MDCX | Medicus Pharma LTD | 股票-其他 | 1.95% | -1.81% | +4.73% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.92% | -0.06% | -27.13% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.91% | -0.38% | -7.73% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.57% | +0.01% | -22.69% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.52% | +1.12% | -38.96% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.37% | +0.01% | -30.65% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.36% | -0.31% | -18.39% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.30% | -0.74% | +43.66% | |
| 16 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.29% | +0.19% | -1.78% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.23% | +0.86% | -20.17% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.14% | -12.60% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.14% | — | -5.26% | |
| 20 | TSLA | Tesla INC | 股票-循環性消費 | 1.07% | +0.08% | -12.99% | |
| 21 | ABBV | Abbvie INC | 股票-醫療保健 | 1.00% | — | -7.89% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.93% | — | -15.71% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.93% | — | +15.31% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.89% | — | +33.39% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.87% | +0.54% | -11.92% | |
| 26 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.82% | -0.56% | +22.03% | |
| 27 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.81% | — | -30.64% | |
| 28 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.76% | — | -9.67% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | — | -18.30% | |
| 30 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.73% | — | +1.61% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | — | -12.32% | |
| 32 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.71% | -0.08% | -37.71% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.70% | — | -36.60% | |
| 34 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.69% | — | -6.00% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.65% | — | -64.49% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.64% | — | -13.42% | |
| 37 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.61% | — | +14.47% | |
| 38 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 0.60% | — | +0.94% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.59% | — | -11.98% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.59% | — | -0.90% | |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.58% | — | +131.97% | |
| 42 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.58% | — | -14.78% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.55% | — | -15.87% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.53% | +0.41% | -14.22% | |
| 45 | AVGO | Broadcom INC | 股票-科技 | 0.52% | +0.61% | -34.05% | |
| 46 | RTX | Rtx CORP | 股票-工業 | 0.52% | — | -8.48% | |
| 47 | PEP | Pepsico INC | 股票-非循環性消費 | 0.52% | — | +4.52% | |
| 48 | AMAT | Applied Materials INC | 股票-科技 | 0.52% | +0.33% | -12.22% | |
| 49 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.51% | +0.01% | -6.94% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.50% | — | — |