CIK: 0001729299
申報總市值
US$14.6億
僅顯示前 200 大持股（共 373 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 | 9.39% | -0.55% | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.99% | -0.85% | -1.52% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 5.29% | +0.63% | — | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.96% | — | — | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.72% | -0.29% | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.60% | -0.45% | -0.01% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.58% | — | — | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.41% | — | -3.24% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.37% | — | — | |
| 10 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 2.02% | — | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.81% | — | +1.89% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.71% | -0.32% | — | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.50% | — | — | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.43% | — | — | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.20% | -0.02% | -3.57% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.10% | +0.03% | — | |
| 17 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.08% | -0.61% | +8.58% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.00% | -0.21% | -5.05% | |
| 19 | TSLA | Tesla INC | 股票-循環性消費 | 0.95% | -0.58% | +2.66% | |
| 20 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 0.87% | — | — | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.86% | +0.06% | — | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 0.83% | — | — | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 0.82% | +0.30% | +0.12% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.80% | — | +0.44% | |
| 25 | BND | Vanguard Total Bond Market | ETF-其他 | 0.80% | — | — | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.79% | — | — | |
| 27 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.77% | — | — | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | +0.15% | +2.28% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.76% | — | +0.27% | |
| 30 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.74% | +0.42% | — | |
| 31 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.64% | — | — | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.60% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | — | -0.29% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.59% | — | — | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.59% | — | — | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.58% | — | +0.44% | |
| 37 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.54% | — | +11.97% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | +0.05% | +3.76% | |
| 39 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.52% | — | — | |
| 40 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.49% | — | +0.25% | |
| 41 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.48% | +0.15% | — | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.47% | — | — | |
| 43 | ABBV | Abbvie INC | 股票-醫療保健 | 0.45% | — | -0.68% | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.44% | — | — | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.44% | — | — | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.44% | — | — | |
| 47 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.43% | — | — | |
| 48 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 0.43% | — | +0.31% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.42% | — | — | |
| 50 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.40% | — | — |