CIK: 0001697300
申報總市值
US$28.5億
僅顯示前 200 大持股（共 401 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 | XOM | Exxon Mobil CORP | 股票-能源 | 6.06% | +1.21% | +5.21% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.63% | -0.12% | +8.29% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.27% | -0.33% | +1.52% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.82% | -0.71% | +1.50% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.65% | -0.44% | +1.26% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.44% | -0.44% | -1.15% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.04% | +0.28% | +5.47% | |
| 8 | XLE | Ss Energy Select Sector | ETF-其他 | 2.02% | — | -1.07% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.85% | -0.24% | +1.90% | |
| 10 | GFS | GLOBALFOUNDRIES Inc. | 股票-科技 | 1.76% | — | — | |
| 11 | AMD | Advanced Micro Devices | 股票-科技 | 1.60% | +0.10% | -10.32% | |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.44% | — | -12.09% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.32% | +0.07% | +12.39% | |
| 14 | FTNT | Fortinet INC | 股票-科技 | 1.22% | — | +12.80% | |
| 15 | SHOP | Shopify INC - Class A | 股票-科技 | 1.19% | -0.26% | +22.59% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | — | +24.91% | |
| 17 | TSLA | Tesla INC | 股票-循環性消費 | 1.07% | -0.21% | -1.64% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.06% | -0.31% | +0.50% | |
| 19 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.02% | — | -0.29% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.93% | -0.14% | +0.30% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.84% | — | +11.72% | |
| 22 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.84% | — | +0.17% | |
| 23 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.82% | — | — | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.79% | — | +6.12% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.79% | +0.09% | +1.95% | |
| 26 | ABBV | Abbvie INC | 股票-醫療保健 | 0.68% | — | +4.62% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.63% | — | +560.21% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.60% | -0.14% | -15.26% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.58% | — | +15.03% | |
| 30 | HD | Home Depot INC | 股票-循環性消費 | 0.58% | — | -1.36% | |
| 31 | NFLX | Netflix INC | 股票-通訊服務 | 0.56% | — | -36.96% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.55% | — | -1.03% | |
| 33 | NET | Cloudflare INC - Class A | 股票-科技 | 0.54% | — | +132.39% | |
| 34 | XLF | Ss Financial Select Sector | ETF-其他 | 0.53% | — | +30.54% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.52% | — | +0.17% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | — | -1.04% | |
| 37 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.48% | — | +8.64% | |
| 38 | CAT | Caterpillar INC | 股票-工業 | 0.48% | +0.09% | +3.56% | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.47% | — | +19.38% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.47% | +0.12% | +0.90% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.47% | — | +123.04% | |
| 42 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.45% | — | -49.91% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.45% | — | +21.95% | |
| 44 | PFE | Pfizer INC | 股票-醫療保健 | 0.45% | — | -5.06% | |
| 45 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.43% | — | +69.78% | |
| 46 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.42% | — | +0.54% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.41% | — | +1.70% | |
| 48 | MAIN | Main Street Capital CORP | 股票-金融 | 0.40% | — | +22.18% | |
| 49 | GSBD | Goldman Sachs Bdc INC | 股票-其他 | 0.40% | — | +6.80% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.40% | — | +3.04% |