CIK: 0001841616
申報總市值
US$41.9億
僅顯示前 200 大持股（共 239 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 9.17% | — | -3.65% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.45% | — | -10.43% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 4.19% | — | +0.18% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-其他 | 3.76% | — | +10.39% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.55% | — | +3.29% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.37% | — | -2.54% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.03% | — | +7.40% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.02% | — | +0.70% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.87% | — | -0.98% | |
| 10 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.85% | — | -5.83% | |
| 11 | WMT | Walmart INC | 股票-非循環性消費 | 2.84% | — | +7.08% | |
| 12 | MA | Mastercard INC - A | 股票-金融 | 2.12% | — | +3.22% | |
| 13 | SO | Southern Co/the | 股票-公用事業 | 2.03% | — | +4.25% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.02% | — | +5.07% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.02% | — | +0.86% | |
| 16 | IHS | Ihs Markit LTD | 股票-其他 | 2.00% | — | — | |
| 17 | PEP | Pepsico INC | 股票-非循環性消費 | 1.95% | — | +12.18% | |
| 18 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.89% | — | +7.63% | |
| 19 | UPS | United Parcel Service-cl B | 股票-工業 | 1.82% | — | +7.34% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 1.78% | — | +2.57% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.70% | — | -9.08% | |
| 22 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.68% | — | +7.50% | |
| 23 | BLKCHF | Blackrock INC | 股票-其他 | 1.43% | — | +2.17% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.31% | — | -1.10% | |
| 25 | PNC | Pnc Financial Services Group | 股票-金融 | 1.28% | — | +11.88% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.26% | — | +26.39% | |
| 27 | MMM | 3m Co | 股票-工業 | 1.17% | — | -6.06% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 1.13% | — | -12.13% | |
| 29 | QCOM | Qualcomm INC | 股票-科技 | 1.13% | — | +78.40% | |
| 30 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.10% | — | +8.01% | |
| 31 | CSX | Csx CORP | 股票-工業 | 1.00% | — | -6.99% | |
| 32 | HON | Honeywell International INC | 股票-工業 | 0.94% | — | +4307.32% | |
| 33 | PSX | Phillips 66 | 股票-能源 | 0.92% | — | +6.17% | |
| 34 | KEL | Kellanova | 股票-其他 | 0.88% | — | +8.64% | |
| 35 | SYY | Sysco CORP | 股票-非循環性消費 | 0.84% | — | -1.36% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.83% | — | +4.39% | |
| 37 | CP | Canadian Pacific Kansa F | 股票-工業 | 0.80% | — | +0.42% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.77% | — | +126.08% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.76% | — | +8.75% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.75% | — | -5.37% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.71% | — | +23.62% | |
| 42 | KMI | Kinder Morgan INC | 股票-能源 | 0.67% | — | +6.47% | |
| 43 | GS | Goldman Sachs Group INC | 股票-金融 | 0.62% | — | -56.47% | |
| 44 | XLB | Ss Materials Select Sector | ETF-其他 | 0.49% | — | — | |
| 45 | KSUEUR | Kansas City Southern | 股票-其他 | 0.44% | — | -10.43% | |
| 46 | ✓ | Nikola CORP | 股票-其他 | 0.43% | — | -46.82% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.43% | — | -44.01% | |
| 48 | PMAR | Innovator U.s. Equity Power | ETF-其他 | 0.43% | — | +52.76% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.41% | — | +13.31% | |
| 50 | SH1USD | Proshares Short S&p500 | ETF-其他 | 0.40% | — | +25.85% |