CIK: 0001697300
申報總市值
US$28.5億
僅顯示前 200 大持股（共 556 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 | 6.95% | +1.21% | +3.73% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.11% | -0.33% | +32.68% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.42% | -0.71% | +51.86% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.90% | -0.12% | +5.26% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.01% | -0.44% | +2077.29% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.98% | +0.28% | +2.60% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.38% | -0.44% | +8.37% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.28% | — | +122.60% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | -0.24% | +6.17% | |
| 10 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.98% | — | +17.58% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.95% | -0.08% | +576.02% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | — | +5.91% | |
| 13 | NTR | Nutrien LTD | 股票-原物料 | 0.92% | — | +6629.13% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.92% | — | -0.29% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.92% | — | +218.14% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.90% | -0.31% | +37.39% | |
| 17 | GFS | GLOBALFOUNDRIES Inc. | 股票-科技 | 0.84% | — | -2.18% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.76% | — | +574.41% | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 0.76% | +0.10% | +13.94% | |
| 20 | DE | Deere & Co | 股票-工業 | 0.73% | — | +284.14% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | +0.09% | +24.69% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.72% | +0.07% | +0.39% | |
| 23 | FTNT | Fortinet INC | 股票-科技 | 0.72% | — | +400.23% | |
| 24 | DOW | Dow INC | 股票-原物料 | 0.69% | — | +184.39% | |
| 25 | TSLA | Tesla INC | 股票-循環性消費 | 0.69% | -0.21% | +17.61% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.67% | — | +439.14% | |
| 27 | XLE | Ss Energy Select Sector | ETF-其他 | 0.65% | — | -46.86% | |
| 28 | SQM | Quimica Y Minera Chil-sp Adr | 股票-其他 | 0.65% | — | — | |
| 29 | GS | Goldman Sachs Group INC | 股票-金融 | 0.64% | — | +149.79% | |
| 30 | BX | Blackstone INC | 股票-金融 | 0.64% | — | +740.65% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.61% | — | +97.21% | |
| 32 | CTVA | Corteva INC | 股票-原物料 | 0.61% | — | — | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.60% | — | +10.73% | |
| 34 | PEP | Pepsico INC | 股票-非循環性消費 | 0.59% | — | +100.55% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.59% | — | +138.97% | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.59% | — | +1539.38% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.58% | -0.14% | +3.51% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.55% | — | +458.11% | |
| 39 | ASML | ASML Holding N.V. | 股票-科技 | 0.55% | +0.10% | — | |
| 40 | PSQUSD | Proshares Short Qqq | ETF-其他 | 0.52% | — | — | |
| 41 | ABBV | Abbvie INC | 股票-醫療保健 | 0.51% | — | -7.28% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.50% | — | +26.76% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.49% | — | +340.76% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.46% | -0.14% | +100.60% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.46% | — | +39.13% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.46% | — | +146.72% | |
| 47 | XLF | Ss Financial Select Sector | ETF-其他 | 0.45% | — | +44.70% | |
| 48 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.44% | — | +90.36% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.44% | — | -21.58% | |
| 50 | FCX | Freeport-mcmoran INC | 股票-原物料 | 0.44% | — | +2324.38% |