CIK: 0001697300
申報總市值
US$28.5億
僅顯示前 200 大持股（共 625 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 | 5.13% | -0.44% | +1.53% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.24% | -0.33% | -1.05% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.84% | -0.12% | +0.50% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 3.66% | +1.21% | +1.54% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.46% | -0.71% | +1.58% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.33% | -0.44% | +1.96% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.59% | +0.28% | +12.60% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.20% | -0.24% | -1.85% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.56% | — | +0.64% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.44% | — | +9.30% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.30% | -0.31% | +1.59% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.28% | -0.08% | +308.98% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.22% | — | +14.18% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.09% | -0.14% | +0.82% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 0.90% | — | +4.01% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | -0.14% | +15.14% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.84% | -0.14% | +0.99% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.81% | — | -0.65% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.80% | -0.18% | +11.14% | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.79% | — | -0.03% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.74% | — | -1.12% | |
| 22 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.71% | — | -4.34% | |
| 23 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.68% | -0.13% | -0.22% | |
| 24 | WMT | Walmart INC | 股票-非循環性消費 | 0.65% | +0.11% | +4.69% | |
| 25 | TSLA | Tesla INC | 股票-循環性消費 | 0.65% | -0.21% | +14.07% | |
| 26 | CAT | Caterpillar INC | 股票-工業 | 0.64% | +0.09% | -0.79% | |
| 27 | SHOP | Shopify INC - Class A | 股票-科技 | 0.64% | -0.26% | +9.13% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.64% | +0.07% | -4.95% | |
| 29 | HD | Home Depot INC | 股票-循環性消費 | 0.63% | — | -2.78% | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.61% | — | -3.31% | |
| 31 | ABBV | Abbvie INC | 股票-醫療保健 | 0.61% | — | -3.46% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.60% | — | +1.45% | |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.57% | — | -6.02% | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.57% | -0.09% | -5.18% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.55% | — | +213.07% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.54% | — | +1.42% | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.54% | +0.10% | -6.45% | |
| 38 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.53% | +0.28% | +2.57% | |
| 39 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.52% | — | +15.72% | |
| 40 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 0.52% | -0.14% | +47.07% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.52% | — | +91.14% | |
| 42 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.51% | — | +9.15% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.51% | — | +4.01% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.14% | -3.33% | |
| 45 | SYBT | Stock Yards Bancorp INC | 股票-其他 | 0.49% | — | -2.25% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.47% | — | +11.63% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.47% | — | +76.48% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.47% | — | +1.11% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.44% | — | +2.16% | |
| 50 | AER | AerCap Holdings N.V. | 股票-工業 | 0.44% | — | -4.94% |