CIK: 0001697300
申報總市值
US$28.5億
僅顯示前 200 大持股（共 537 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 | AMZN | Amazon.com INC | 股票-循環性消費 | 5.66% | -0.44% | -4.83% | |
| 2 | NFLX | Netflix INC | 股票-通訊服務 | 5.31% | — | +1.21% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.23% | -0.12% | +4.26% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.61% | +0.28% | +1.07% | |
| 5 | BA | Boeing Co/the | 股票-工業 | 3.70% | — | -4.53% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.63% | -0.33% | +14.05% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.41% | -0.24% | +2.69% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.69% | — | -0.36% | |
| 9 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非循環性消費 | 2.51% | — | +24.28% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | -0.71% | -0.48% | |
| 11 | KDP | Keurig Dr Pepper INC | 股票-非循環性消費 | 2.03% | — | +6.91% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 1.96% | — | -0.38% | |
| 13 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.81% | — | +0.70% | |
| 14 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.76% | — | +600.25% | |
| 15 | CRM | Salesforce INC | 股票-科技 | 1.46% | — | +323.17% | |
| 16 | CTBI | Community Trust Bancorp INC | 股票-其他 | 1.33% | — | — | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | — | -0.33% | |
| 18 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.89% | — | +41.28% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工業 | 0.88% | — | +20.43% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.80% | — | -5.60% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.74% | -0.14% | -0.42% | |
| 22 | NEE | Nextera Energy INC | 股票-公用事業 | 0.72% | — | -1.08% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.69% | -0.44% | +7.00% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | -3.63% | |
| 25 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.63% | — | +2.07% | |
| 26 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.61% | -0.13% | -71.77% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | +0.09% | +1.57% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.55% | — | -8.88% | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.53% | -0.14% | -2.71% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.52% | -0.31% | +9.79% | |
| 31 | MO | Altria Group INC | 股票-非循環性消費 | 0.51% | — | -2.72% | |
| 32 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.48% | — | -24.29% | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.48% | — | -7.08% | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.45% | — | +0.21% | |
| 35 | PYPL | Paypal Holdings INC | 股票-金融 | 0.43% | — | -5.57% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.43% | -0.08% | -3.85% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.42% | — | -0.17% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.42% | — | +1.06% | |
| 39 | CME | Cme Group INC | 股票-金融 | 0.41% | — | -0.53% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.40% | +0.14% | +0.70% | |
| 41 | ADBE | Adobe INC | 股票-科技 | 0.39% | — | +3.11% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.37% | — | +4.16% | |
| 43 | PGR | Progressive CORP | 股票-金融 | 0.36% | — | -2.26% | |
| 44 | T | At&t INC | 股票-通訊服務 | 0.35% | — | -31.26% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.35% | — | -24.87% | |
| 46 | AMT | American Tower CORP | 股票-房地產 | 0.34% | — | +0.44% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.33% | — | -5.95% | |
| 48 | WM | Waste Management INC | 股票-工業 | 0.33% | — | +0.65% | |
| 49 | VTV | Vanguard Value ETF | ETF-其他 | 0.32% | — | -6.62% | |
| 50 | ROKU | Roku INC | 股票-通訊服務 | 0.32% | — | -1.48% |