CIK: 0001963536
申報總市值
US$2.7億
僅顯示前 200 大持股（共 385 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 | AMZN | Amazon.com INC | 股票-循環性消費 | 11.56% | +0.08% | +5.58% | |
| 2 | AAPL | Apple INC | 股票-科技 | 8.55% | -0.33% | +2.69% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 7.75% | +0.90% | -0.47% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.52% | +0.05% | -9.77% | |
| 5 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 4.27% | — | +5.75% | |
| 6 | TSLA | Tesla INC | 股票-循環性消費 | 3.81% | -0.26% | +0.71% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.64% | +0.44% | +4.93% | |
| 8 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 3.64% | -0.75% | +0.57% | |
| 9 | KKR | Kkr & Co INC | 股票-金融 | 3.34% | -3.05% | +2.19% | |
| 10 | AMD | Advanced Micro Devices | 股票-科技 | 3.07% | +0.44% | -47.12% | |
| 11 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 2.92% | -0.15% | +1849.09% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.88% | — | +3.61% | |
| 13 | CQQQ | Invesco China Technology ETF | ETF-科技型 | 2.31% | -0.04% | — | |
| 14 | EQH | Equitable Holdings INC | 股票-金融 | 2.25% | -2.25% | EXIT | |
| 15 | MRK | Merck & Co. INC. | 股票-醫療保健 | 2.15% | +0.61% | — | |
| 16 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 2.09% | -2.09% | EXIT | |
| 17 | LNC | Lincoln National CORP | 股票-金融 | 1.94% | -1.94% | EXIT | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.87% | +0.10% | +106.87% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.87% | +0.01% | +9.96% | |
| 20 | MU | Micron Technology INC | 股票-科技 | 1.65% | +0.36% | -16.59% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.45% | — | -0.69% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.33% | +2.73% | +1.77% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.10% | +2.89% | +0.21% | |
| 24 | TMUS | T-mobile US INC | 股票-通訊服務 | 0.99% | +2.93% | -10.48% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.89% | +0.01% | +0.47% | |
| 26 | CME | Cme Group INC | 股票-金融 | 0.81% | -0.81% | EXIT | |
| 27 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.69% | -0.05% | +2.84% | |
| 28 | GS | Goldman Sachs Group INC | 股票-金融 | 0.62% | -0.02% | -1.02% | |
| 29 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.62% | — | — | |
| 30 | NUE | Nucor CORP | 股票-原物料 | 0.60% | — | — | |
| 31 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.56% | — | -5.77% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | -0.09% | -0.70% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.52% | +0.16% | +0.58% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | +0.07% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.48% | — | +29.49% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.45% | -0.15% | +9.42% | |
| 37 | SHOP | Shopify INC - Class A | 股票-科技 | 0.44% | -0.44% | EXIT | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.44% | — | +4.48% | |
| 39 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.35% | — | — | |
| 40 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 0.29% | — | — | |
| 41 | PMAR | Innovator U.s. Equity Power | ETF-其他 | 0.27% | +0.09% | -0.12% | |
| 42 | PNOV | Innovator U.s. Equity Power | ETF-其他 | 0.27% | — | +58.20% | |
| 43 | BSJV | Invesco Bulletshares 2031 Hy | ETF-其他 | 0.27% | — | — | |
| 44 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.25% | — | +0.09% | |
| 45 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 0.24% | — | -5.38% | |
| 46 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.24% | — | +165.86% | |
| 47 | ARHS | Arhaus INC | 股票-其他 | 0.23% | -0.09% | -23.55% | |
| 48 | AMAT | Applied Materials INC | 股票-科技 | 0.22% | +0.09% | -1.73% | |
| 49 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.22% | — | — | |
| 50 | BA | Boeing Co/the | 股票-工業 | 0.20% | — | -3.97% |