CIK: 0001697300
申報總市值
US$28.5億
僅顯示前 200 大持股（共 336 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.33% | -0.12% | +11.22% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 5.48% | +1.21% | +3772.35% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.42% | -0.33% | +22.62% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 5.05% | -0.44% | +21.99% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.44% | -0.71% | +5.88% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.18% | +0.28% | +16.34% | |
| 7 | XLE | Ss Energy Select Sector | ETF-其他 | 2.33% | — | — | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.19% | -0.44% | -1.43% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.98% | -0.24% | +18.92% | |
| 10 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 1.77% | — | -6.80% | |
| 11 | AMD | Advanced Micro Devices | 股票-科技 | 1.49% | +0.10% | -2.63% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.37% | — | +1.25% | |
| 13 | TSLA | Tesla INC | 股票-循環性消費 | 1.33% | -0.21% | +23.28% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.31% | — | +310.30% | |
| 15 | NFLX | Netflix INC | 股票-通訊服務 | 1.24% | — | -1.11% | |
| 16 | SHOP | Shopify INC - Class A | 股票-科技 | 1.19% | -0.26% | -5.59% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.10% | +0.07% | +20.19% | |
| 18 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.04% | — | +14.18% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.99% | -0.31% | +108.51% | |
| 20 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.95% | — | — | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.92% | -0.14% | +4.17% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.88% | — | +36.99% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.85% | +0.09% | +30.13% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.84% | — | -0.42% | |
| 25 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.84% | +0.28% | +14.15% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.73% | -0.14% | +62.74% | |
| 27 | PYPL | Paypal Holdings INC | 股票-金融 | 0.69% | — | +57.99% | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 0.69% | — | +6.99% | |
| 29 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.68% | — | -4.46% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.68% | — | +1317.14% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.65% | — | +1454.65% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | — | +25.92% | |
| 33 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.59% | — | +244.01% | |
| 34 | T | At&t INC | 股票-通訊服務 | 0.56% | — | +12.23% | |
| 35 | HD | Home Depot INC | 股票-循環性消費 | 0.56% | — | +37.44% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | +1.67% | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.55% | — | +258.37% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.54% | +0.12% | +1101.20% | |
| 39 | WMT | Walmart INC | 股票-非循環性消費 | 0.54% | +0.11% | +61.85% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.52% | — | +341.96% | |
| 41 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.51% | — | — | |
| 42 | ZM | Zoom Communications INC | 股票-科技 | 0.50% | — | -30.35% | |
| 43 | CAT | Caterpillar INC | 股票-工業 | 0.49% | +0.09% | +7.06% | |
| 44 | ATVIEUR | Activision Blizzard INC | 股票-通訊服務 | 0.49% | — | -16.86% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.49% | — | +1541.07% | |
| 46 | CTBI | Community Trust Bancorp INC | 股票-其他 | 0.47% | — | +3.37% | |
| 47 | DOCU | Docusign INC | 股票-科技 | 0.46% | — | -7.51% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.46% | — | +2.92% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.45% | — | +242.74% | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.44% | — | +28.48% |