CIK: 0001697300
申報總市值
US$28.5億
僅顯示前 200 大持股（共 397 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 | 8.64% | +1.21% | +3.13% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.28% | -0.33% | -0.43% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.76% | -0.12% | -9.29% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.78% | -0.44% | +3.45% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.61% | -0.71% | +0.71% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.09% | +0.28% | +4.48% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.07% | -0.44% | -6.09% | |
| 8 | GFS | GLOBALFOUNDRIES Inc. | 股票-科技 | 1.78% | — | +3.24% | |
| 9 | XLE | Ss Energy Select Sector | ETF-其他 | 1.75% | — | -38.34% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | -0.24% | -4.78% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.54% | — | +9.56% | |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.39% | — | -1.36% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 1.28% | +0.10% | +2.78% | |
| 14 | TSLA | Tesla INC | 股票-循環性消費 | 1.25% | -0.21% | +11.47% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.17% | +0.07% | -6.37% | |
| 16 | FTNT | Fortinet INC | 股票-科技 | 1.16% | — | -2.38% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.11% | -0.31% | +6.67% | |
| 18 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.10% | — | +3.82% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.96% | -0.14% | +4.57% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.89% | — | +56.38% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.87% | — | +1.39% | |
| 22 | ABBV | Abbvie INC | 股票-醫療保健 | 0.78% | — | -5.81% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | +0.09% | -6.58% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.76% | — | +0.91% | |
| 25 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.73% | — | -1.03% | |
| 26 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.64% | — | -0.82% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.63% | — | +2.72% | |
| 28 | SHOP | Shopify INC - Class A | 股票-科技 | 0.58% | -0.26% | -1.81% | |
| 29 | CAT | Caterpillar INC | 股票-工業 | 0.54% | +0.09% | +2.94% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.53% | — | +100.06% | |
| 31 | XLF | Ss Financial Select Sector | ETF-其他 | 0.50% | — | -4.71% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | — | +14.91% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.50% | — | +32.27% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.49% | — | +9.86% | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.48% | — | +5.84% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.47% | — | -2.50% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | — | -12.09% | |
| 38 | T | At&t INC | 股票-通訊服務 | 0.47% | — | +23.86% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.47% | +0.14% | -6.63% | |
| 40 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 0.47% | — | +0.41% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.47% | — | -1.85% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.46% | +0.12% | -1.72% | |
| 43 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.46% | — | +5.29% | |
| 44 | GSBD | Goldman Sachs Bdc INC | 股票-其他 | 0.46% | — | +8.43% | |
| 45 | HD | Home Depot INC | 股票-循環性消費 | 0.44% | — | +1.79% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.42% | -0.14% | +3.45% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.42% | — | +9.67% | |
| 48 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.41% | — | -10.44% | |
| 49 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.41% | — | -2.57% | |
| 50 | MAIN | Main Street Capital CORP | 股票-金融 | 0.41% | — | +3.01% |