CIK: 0001791965
申報總市值
US$73.3億
僅顯示前 200 大持股（共 449 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 | 2.88% | — | +134.89% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.80% | — | +258.90% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.43% | — | +0.06% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.33% | — | +63.09% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.96% | -0.34% | +23.59% | |
| 6 | HD | Home Depot INC | 股票-循環性消費 | 1.91% | — | +4.27% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.51% | — | +40.86% | |
| 8 | AIT | Applied Industrial Tech INC | 股票-工業 | 1.40% | — | +3.37% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.26% | — | +12.71% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | — | +22.93% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.15% | +0.41% | +152.61% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.08% | -0.14% | +1736.52% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.07% | -0.66% | +7.23% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.05% | — | +8.57% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.98% | +0.08% | +10.25% | |
| 16 | NEE | Nextera Energy INC | 股票-公用事業 | 0.95% | — | +7.95% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.90% | — | +27.09% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.85% | +0.19% | +22.28% | |
| 19 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股與成長 | 0.84% | — | +94.87% | |
| 20 | XLB | Ss Materials Select Sector | ETF-其他 | 0.80% | -0.44% | +12.39% | |
| 21 | ✓ | ETF Managers Tr | 股票-其他 | 0.79% | — | +42.47% | |
| 22 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.79% | -0.46% | — | |
| 23 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.75% | — | +14.35% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.73% | +0.14% | +12.53% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.72% | — | +103.10% | |
| 26 | IQDF | Flexshares-int Qual Dvd Inde | ETF-其他 | 0.71% | — | +8.71% | |
| 27 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.70% | — | -13.02% | |
| 28 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 0.69% | — | +2.85% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.67% | — | +107.88% | |
| 30 | PAYX | Paychex INC | 股票-科技 | 0.66% | — | +0.92% | |
| 31 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.66% | — | +31.12% | |
| 32 | PEP | Pepsico INC | 股票-非循環性消費 | 0.65% | — | +13.45% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.64% | — | +1.18% | |
| 34 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.63% | — | +5.80% | |
| 35 | T | At&t INC | 股票-通訊服務 | 0.61% | — | -5.76% | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.61% | — | — | |
| 37 | ADI | Analog Devices INC | 股票-科技 | 0.60% | — | +8.22% | |
| 38 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.60% | — | +39.80% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | — | +46.96% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.57% | — | +28.11% | |
| 41 | MDT | Medtronic plc | 股票-醫療保健 | 0.57% | — | +24.72% | |
| 42 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.57% | — | +10.54% | |
| 43 | NFLX | Netflix INC | 股票-通訊服務 | 0.57% | — | +63.31% | |
| 44 | WEC | Wec Energy Group INC | 股票-公用事業 | 0.57% | — | +0.67% | |
| 45 | PFE | Pfizer INC | 股票-醫療保健 | 0.56% | — | +11.34% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.55% | — | +9.10% | |
| 47 | ES | Eversource Energy | 股票-公用事業 | 0.54% | — | +0.53% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | +9.40% | |
| 49 | CCI | Crown Castle INC | 股票-房地產 | 0.52% | — | +0.34% | |
| 50 | BLKCHF | Blackrock INC | 股票-其他 | 0.52% | — | -0.19% |