CIK: 0001697300
申報總市值
US$28.5億
僅顯示前 200 大持股（共 545 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 | 8.68% | +1.21% | -0.70% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.67% | -0.33% | +1.12% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.84% | -0.71% | -3.22% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.74% | -0.12% | -4.44% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.69% | -0.44% | -0.53% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.80% | -0.44% | -0.59% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.50% | +0.28% | -3.79% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.72% | — | +5.05% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.50% | -0.24% | +0.47% | |
| 10 | GFS | GLOBALFOUNDRIES Inc. | 股票-科技 | 1.30% | — | -1.41% | |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.02% | — | -2.76% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.02% | — | +0.70% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.00% | -0.31% | +17.95% | |
| 14 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.97% | — | -3.94% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 0.90% | -0.14% | +9.31% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.86% | +0.07% | +4.56% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.86% | -0.14% | +6.98% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 0.84% | +0.10% | -19.58% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.79% | +0.09% | +7.50% | |
| 20 | AER | AerCap Holdings N.V. | 股票-工業 | 0.78% | — | +0.03% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.76% | -0.08% | +4.10% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.76% | — | +9.93% | |
| 23 | TSLA | Tesla INC | 股票-循環性消費 | 0.68% | -0.21% | -41.98% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.66% | — | +2.56% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.66% | -0.14% | +3.60% | |
| 26 | PEP | Pepsico INC | 股票-非循環性消費 | 0.64% | — | -3.73% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.56% | — | +1.25% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.52% | -0.09% | +2.86% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | — | +34.69% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.49% | — | +0.31% | |
| 31 | ABBV | Abbvie INC | 股票-醫療保健 | 0.49% | — | -0.12% | |
| 32 | CAT | Caterpillar INC | 股票-工業 | 0.48% | +0.09% | +6.23% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.48% | — | -1.86% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.47% | — | +8.13% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.47% | — | -1.12% | |
| 36 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.47% | — | -13.22% | |
| 37 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.47% | — | -13.29% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.46% | — | +2.54% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.45% | — | -15.08% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.45% | — | -10.90% | |
| 41 | F | Ford Motor Co | 股票-循環性消費 | 0.45% | — | +2.06% | |
| 42 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.43% | — | +4.30% | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.42% | — | -4.48% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.42% | — | +71.71% | |
| 45 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.41% | — | +3.52% | |
| 46 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.41% | — | -27.81% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.40% | — | -4.40% | |
| 48 | AVGO | Broadcom INC | 股票-科技 | 0.40% | -0.18% | -20.39% | |
| 49 | HD | Home Depot INC | 股票-循環性消費 | 0.40% | — | +6.51% | |
| 50 | SHOP | Shopify INC - Class A | 股票-科技 | 0.39% | -0.26% | -9.17% |