CIK: 0001697300
申報總市值
US$28.5億
僅顯示前 200 大持股（共 627 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 | NVDA | Nvidia CORP | 股票-科技 | 4.75% | -0.44% | +1.03% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.15% | -0.33% | — | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 4.08% | +1.21% | +2.26% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.79% | -0.12% | — | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.62% | -0.71% | — | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.88% | -0.44% | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.34% | +0.28% | +0.64% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.05% | -0.24% | +2.01% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.63% | — | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.34% | — | — | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.21% | -0.08% | — | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.17% | -0.31% | +1.69% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.16% | — | — | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.05% | -0.14% | — | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 0.93% | — | — | |
| 16 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.90% | — | +13.07% | |
| 17 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.83% | — | +8.48% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.82% | — | +11.05% | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 0.81% | +0.10% | — | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.77% | — | — | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.76% | -0.14% | +6.63% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.76% | -0.14% | +5.84% | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.74% | — | — | |
| 24 | ABBV | Abbvie INC | 股票-醫療保健 | 0.73% | — | +3.26% | |
| 25 | CAT | Caterpillar INC | 股票-工業 | 0.72% | +0.09% | — | |
| 26 | HD | Home Depot INC | 股票-循環性消費 | 0.70% | — | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.69% | +0.07% | — | |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.68% | — | -0.04% | |
| 29 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.66% | -0.13% | +0.38% | |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.65% | — | +18.63% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.63% | -0.09% | — | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.62% | — | — | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.62% | — | — | |
| 34 | WMT | Walmart INC | 股票-非循環性消費 | 0.57% | +0.11% | — | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.56% | — | +12.36% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.55% | -0.18% | +866.07% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.55% | — | — | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.54% | +0.14% | — | |
| 39 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.54% | +0.28% | +24.51% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.54% | — | — | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.52% | — | — | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.50% | — | — | |
| 43 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.49% | — | +3.41% | |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.48% | — | +57.16% | |
| 45 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.48% | — | +4.98% | |
| 46 | PEP | Pepsico INC | 股票-非循環性消費 | 0.47% | — | — | |
| 47 | AER | AerCap Holdings N.V. | 股票-工業 | 0.47% | — | -0.02% | |
| 48 | SHOP | Shopify INC - Class A | 股票-科技 | 0.46% | -0.26% | +24.12% | |
| 49 | SYBT | Stock Yards Bancorp INC | 股票-其他 | 0.45% | — | — | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.45% | — | -4.14% |