CIK: 0001843169
申報總市值
US$1.9億
僅顯示前 200 大持股（共 393 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 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 16.71% | -2.76% | +0.45% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 16.53% | -3.09% | +2.87% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 15.53% | -0.83% | -2.44% | |
| 4 | GILD | Gilead Sciences INC | 股票-醫療保健 | 8.28% | — | -4.99% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.99% | -0.08% | +1.29% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.55% | -1.03% | +3.17% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.06% | +3.33% | +9.36% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.99% | -0.84% | -2.40% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.78% | +0.26% | +9.72% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.73% | -0.58% | -1.80% | |
| 11 | TSLA | Tesla INC | 股票-循環性消費 | 1.49% | -0.07% | +8.78% | |
| 12 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.08% | — | — | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.04% | — | -0.61% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.04% | — | -5.10% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.00% | -0.03% | — | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.89% | -0.15% | — | |
| 17 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.86% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | -0.06% | +49.47% | |
| 19 | ✓ | Google INC Class C | 股票-其他 | 0.73% | — | -0.66% | |
| 20 | GOOG | Alphabet A | 股票-通訊服務 | 0.72% | — | — | |
| 21 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.51% | — | — | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.47% | — | — | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | — | — | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 0.43% | — | -6.41% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.36% | -0.14% | +0.05% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.31% | — | +621.18% | |
| 27 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.28% | — | +1.38% | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.25% | — | +0.08% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.22% | -0.13% | -9.73% | |
| 30 | ABBV | Abbvie INC | 股票-醫療保健 | 0.21% | — | -7.58% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.21% | — | -3.94% | |
| 32 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.21% | — | +0.17% | |
| 33 | NFLX | Netflix INC | 股票-通訊服務 | 0.19% | — | — | |
| 34 | GS | Goldman Sachs Group INC | 股票-金融 | 0.17% | — | — | |
| 35 | MRVL | Marvell Technology, Inc. | 股票-科技 | 0.16% | — | -22.18% | |
| 36 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.15% | — | — | |
| 37 | ZM | Zoom Communications INC | 股票-科技 | 0.15% | — | +17.40% | |
| 38 | OPY | Oppenheimer Holdings Inc. | 股票-其他 | 0.15% | — | — | |
| 39 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.14% | — | +35.93% | |
| 40 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.13% | — | +38.06% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.12% | — | +25.24% | |
| 42 | NZF | Nuveen Municipal Credit INC | 股票-其他 | 0.12% | — | +0.43% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.12% | — | — | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.12% | — | — | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.11% | — | — | |
| 46 | BXUSD | Blackstone Group Lp/the | 股票-其他 | 0.11% | — | — | |
| 47 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.11% | — | — | |
| 48 | AMAT | Applied Materials INC | 股票-科技 | 0.10% | +0.01% | +0.10% | |
| 49 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.10% | — | — | |
| 50 | VCV | Invesco Ca Val Muni INC Tr | 股票-其他 | 0.10% | — | — |