CIK: 0001818604
申報總市值
US$16.7億
僅顯示前 200 大持股（共 835 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 | 5.83% | -0.28% | -8.63% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.54% | +0.04% | +2.72% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.55% | +0.02% | +1.76% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.41% | -0.20% | +1.20% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.65% | +0.12% | — | |
| 6 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.68% | -0.51% | +1.73% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.57% | -0.06% | +0.04% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 1.26% | +0.05% | +9.67% | |
| 9 | TSLA | Tesla INC | 股票-循環性消費 | 1.19% | +0.05% | +0.83% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.07% | +0.08% | -2.43% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.06% | -0.02% | — | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | — | -0.01% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.02% | +0.02% | +2.43% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.96% | +0.03% | — | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.95% | +0.13% | — | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.93% | — | — | |
| 17 | UPS | United Parcel Service-cl B | 股票-工業 | 0.92% | — | — | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.90% | +0.09% | -0.16% | |
| 19 | NFLX | Netflix INC | 股票-通訊服務 | 0.90% | -0.20% | +0.96% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.76% | +0.11% | +0.06% | |
| 21 | MA | Mastercard INC - A | 股票-金融 | 0.76% | — | +3.49% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | +0.01% | -98.03% | |
| 23 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股與成長 | 0.70% | — | +5.27% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.65% | — | +0.06% | |
| 25 | WMT | Walmart INC | 股票-非循環性消費 | 0.63% | -0.21% | +0.48% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | +0.10% | — | |
| 27 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.60% | — | +14.22% | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.60% | — | +0.08% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.60% | — | -0.30% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.57% | +0.28% | — | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | — | — | |
| 32 | ARCC | Ares Capital CORP | 股票-金融 | 0.45% | — | +33.90% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.44% | — | — | |
| 34 | PFE | Pfizer INC | 股票-醫療保健 | 0.43% | — | -4.09% | |
| 35 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.43% | — | — | |
| 36 | C | Citigroup INC | 股票-金融 | 0.41% | — | — | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.41% | +0.05% | — | |
| 38 | BX | Blackstone INC | 股票-金融 | 0.40% | — | +0.31% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.40% | — | -59.21% | |
| 40 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.36% | — | — | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.35% | — | — | |
| 42 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.35% | — | -94.08% | |
| 43 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.35% | — | +0.50% | |
| 44 | PANW | Palo Alto Networks INC | 股票-科技 | 0.34% | +0.19% | — | |
| 45 | ET | Energy Transfer LP | 股票-能源 | 0.34% | — | -0.63% | |
| 46 | T | At&t INC | 股票-通訊服務 | 0.34% | — | -75.07% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.34% | — | +0.12% | |
| 48 | AMD | Advanced Micro Devices | 股票-科技 | 0.33% | +0.58% | -0.17% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.33% | — | -0.12% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.33% | — | — |