CIK: 0001818604
申報總市值
US$16.7億
僅顯示前 200 大持股（共 2205 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 | 6.02% | -0.28% | +1.02% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.64% | +0.04% | +4.55% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.84% | +0.02% | -10.10% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.81% | -0.20% | -1.52% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.55% | +0.12% | +0.82% | |
| 6 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.96% | -0.51% | +1.54% | |
| 7 | TSLA | Tesla INC | 股票-循環性消費 | 1.67% | +0.05% | +9.72% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.61% | -0.06% | +9.09% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 1.48% | +0.05% | +7.69% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.25% | +0.08% | +26.96% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.24% | +0.09% | -8.66% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.09% | +0.11% | -4.70% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.05% | +0.13% | +17.60% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | — | +8.18% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.95% | +0.03% | +6.20% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.88% | +0.02% | +10.17% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.78% | -0.02% | -13.59% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.74% | — | -7.77% | |
| 19 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.72% | -0.29% | +88.96% | |
| 20 | UPS | United Parcel Service-cl B | 股票-工業 | 0.68% | — | -8.04% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.67% | +0.28% | +25.34% | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 0.67% | — | +3.40% | |
| 23 | NFLX | Netflix INC | 股票-通訊服務 | 0.65% | -0.20% | +1076.47% | |
| 24 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.63% | — | +12.39% | |
| 25 | WMT | Walmart INC | 股票-非循環性消費 | 0.61% | -0.21% | +1.02% | |
| 26 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.57% | — | -3.77% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.52% | — | +7.97% | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.51% | — | +9.07% | |
| 29 | ECC | Eagle Point Credit Co | 股票-其他 | 0.50% | +0.11% | +201.77% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | +0.10% | -8.27% | |
| 31 | ARCC | Ares Capital CORP | 股票-金融 | 0.43% | — | +13.62% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.43% | — | +5.69% | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.43% | +0.58% | -4.63% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | — | +217.40% | |
| 35 | C | Citigroup INC | 股票-金融 | 0.42% | — | -12.08% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.40% | +0.05% | -1.02% | |
| 37 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.39% | — | +4.04% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | — | -16.73% | |
| 39 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.38% | — | +1609.08% | |
| 40 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.37% | +0.08% | +156.67% | |
| 41 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.37% | — | +28.88% | |
| 42 | AGNC | Agnc Investment CORP | 股票-房地產 | 0.36% | — | +43.08% | |
| 43 | BX | Blackstone INC | 股票-金融 | 0.35% | — | +2.77% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.34% | — | +10.32% | |
| 45 | GE | General Electric | 股票-工業 | 0.34% | — | +3.58% | |
| 46 | PFE | Pfizer INC | 股票-醫療保健 | 0.34% | — | +3.89% | |
| 47 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.34% | — | +6.60% | |
| 48 | ACP | Abrdn Income Credit Strat | 股票-其他 | 0.33% | — | +38.49% | |
| 49 | PANW | Palo Alto Networks INC | 股票-科技 | 0.33% | +0.19% | +20.21% | |
| 50 | CEG | Constellation Energy | 股票-公用事業 | 0.31% | — | +0.82% |