CIK: 0001728321
申報總市值
US$18.7億
僅顯示前 200 大持股（共 586 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.33% | +0.13% | +19.43% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.88% | -0.66% | +0.08% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.40% | -0.41% | -3.24% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.71% | -0.44% | -0.09% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.67% | -1.06% | -3.13% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.44% | -0.18% | +5.26% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.06% | -0.02% | -0.73% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.63% | +0.54% | +5.63% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.59% | -0.43% | +4.67% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.37% | -0.85% | -6.04% | |
| 11 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.27% | +0.25% | -5.74% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.20% | — | -0.63% | |
| 13 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 1.08% | — | +138.46% | |
| 14 | VST | Vistra CORP | 股票-公用事業 | 1.07% | -0.44% | -0.49% | |
| 15 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 1.06% | — | +3.00% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.02% | — | -1.99% | |
| 17 | IBOC | International Bancshares Crp | 股票-其他 | 0.95% | — | -3.84% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | +0.22% | -9.58% | |
| 19 | PANW | Palo Alto Networks INC | 股票-科技 | 0.93% | -0.37% | -2.58% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.85% | — | +9.70% | |
| 21 | URI | United Rentals INC | 股票-工業 | 0.84% | -0.31% | -0.92% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.72% | — | -4.75% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.71% | — | +5.55% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | -0.22% | -1.42% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.70% | -0.70% | -4.23% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.69% | — | +2.96% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.68% | — | +2.84% | |
| 28 | JAZZ | Jazz Pharmaceuticals plc | 股票-醫療保健 | 0.68% | -0.41% | +20.43% | |
| 29 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.65% | -0.21% | +91.53% | |
| 30 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-其他 | 0.64% | — | -4.17% | |
| 31 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.63% | — | -1.60% | |
| 32 | HD | Home Depot INC | 股票-循環性消費 | 0.61% | -0.09% | -5.43% | |
| 33 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.59% | — | -24.98% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.58% | -0.27% | +951.57% | |
| 35 | RTX | Rtx CORP | 股票-工業 | 0.54% | -0.26% | +0.36% | |
| 36 | TSLA | Tesla INC | 股票-循環性消費 | 0.54% | -0.51% | -6.55% | |
| 37 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.53% | — | +8.97% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | — | -7.02% | |
| 39 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.49% | — | +3.78% | |
| 40 | ADTN | Adtran Holdings INC | 股票-其他 | 0.49% | — | +20.95% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.47% | — | +9.74% | |
| 42 | UIS | Unisys CORP | 股票-其他 | 0.46% | — | -1.09% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.45% | — | -3.55% | |
| 44 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.44% | -0.18% | -31.36% | |
| 45 | MELI | Mercadolibre INC | 股票-循環性消費 | 0.43% | — | +2.29% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.43% | — | -20.09% | |
| 47 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.41% | -0.29% | -1.14% | |
| 48 | VRIG | Invesco Variable Rate Invest | ETF-其他 | 0.41% | — | +1.30% | |
| 49 | AMD | Advanced Micro Devices | 股票-科技 | 0.41% | — | +1.68% | |
| 50 | NOW | Servicenow INC | 股票-科技 | 0.38% | -0.14% | -2.98% |