CIK: 0001840085
申報總市值
US$11.7億
僅顯示前 200 大持股（共 242 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 | 6.64% | -0.24% | +10.14% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.10% | -0.80% | +24.53% | |
| 3 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.97% | — | +10.20% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.63% | -2.60% | +17.25% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.63% | — | +6.31% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-其他 | 3.34% | — | +6.23% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 3.33% | -3.32% | +7.86% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.94% | — | +27.91% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.80% | — | +3.06% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.69% | -0.29% | +24.69% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.57% | — | +3.83% | |
| 12 | NEE | Nextera Energy INC | 股票-公用事業 | 1.54% | — | +11.89% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.53% | — | -8.77% | |
| 14 | ABBV | Abbvie INC | 股票-醫療保健 | 1.44% | — | +77.97% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.43% | +0.49% | +27.95% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.43% | -0.21% | +38.79% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.22% | — | +5.61% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.20% | +29.17% | |
| 19 | PEP | Pepsico INC | 股票-非循環性消費 | 1.15% | — | +14.58% | |
| 20 | PFE | Pfizer INC | 股票-醫療保健 | 1.07% | — | +31.58% | |
| 21 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.99% | — | +12.19% | |
| 22 | WMT | Walmart INC | 股票-非循環性消費 | 0.92% | — | +17.88% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.86% | — | +10.21% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.83% | — | +54.18% | |
| 25 | MCHP | Microchip Technology INC | 股票-科技 | 0.82% | — | +9.95% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.82% | — | +26.54% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | — | -4.85% | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.78% | — | -1.62% | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.77% | — | +61.74% | |
| 30 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.77% | — | +25.42% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.77% | — | +35.20% | |
| 32 | AMT | American Tower CORP | 股票-房地產 | 0.75% | — | +16.37% | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.73% | +0.34% | +2077.55% | |
| 34 | CCI | Crown Castle INC | 股票-房地產 | 0.73% | — | +23.20% | |
| 35 | WM | Waste Management INC | 股票-工業 | 0.72% | — | +108.43% | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.69% | — | -25.02% | |
| 37 | BLKCHF | Blackrock INC | 股票-其他 | 0.67% | — | +5.10% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | — | +9.29% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.64% | -0.26% | +30.65% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.64% | — | +42.26% | |
| 41 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.63% | — | +21.62% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.59% | — | +14.69% | |
| 43 | HUM | Humana INC | 股票-醫療保健 | 0.59% | — | -6.33% | |
| 44 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.59% | — | -7.45% | |
| 45 | AMGN | Amgen INC | 股票-醫療保健 | 0.56% | — | +44.27% | |
| 46 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.56% | — | +41.48% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.55% | -0.22% | +34.28% | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.54% | — | +58.36% | |
| 49 | CB | Chubb Limited | 股票-金融 | 0.53% | — | +12.40% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | +0.13% |