CIK: 0001697300
申報總市值
US$28.5億
僅顯示前 200 大持股（共 752 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 | 5.27% | -0.44% | +5.59% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.10% | -0.33% | +6.72% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.51% | -0.12% | -0.91% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.12% | -0.44% | +15.44% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.91% | -0.71% | +4.14% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 2.87% | +1.21% | -1.51% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.33% | -0.31% | +34.17% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.29% | +0.28% | +3.36% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.23% | -0.24% | +0.63% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.62% | -0.18% | +5.65% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.46% | -0.14% | +99.48% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | — | +3.43% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.14% | -0.14% | -3.85% | |
| 14 | TSLA | Tesla INC | 股票-循環性消費 | 1.14% | -0.21% | +15.72% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.11% | -0.14% | -2.14% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.10% | — | -1.17% | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 1.04% | — | +1.29% | |
| 18 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.01% | +0.28% | +14.15% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.98% | -0.08% | +3.18% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.87% | — | +2.64% | |
| 21 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.84% | -0.17% | +9.59% | |
| 22 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.83% | -0.80% | -10.30% | |
| 23 | SHOP | Shopify INC - Class A | 股票-科技 | 0.78% | -0.26% | +10.84% | |
| 24 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 0.76% | — | — | |
| 25 | CAT | Caterpillar INC | 股票-工業 | 0.73% | +0.09% | -4.44% | |
| 26 | BND | Vanguard Total Bond Market | ETF-其他 | 0.71% | — | -44.00% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.71% | +0.26% | +27.94% | |
| 28 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.68% | -0.13% | +2.02% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.66% | — | +3.48% | |
| 30 | AER | AerCap Holdings N.V. | 股票-工業 | 0.65% | — | -5.75% | |
| 31 | WMT | Walmart INC | 股票-非循環性消費 | 0.65% | +0.11% | +7.27% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.64% | — | +4.61% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.60% | — | -0.59% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.56% | — | +0.78% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.55% | — | +4.42% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | -0.09% | +1.08% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.53% | — | +69.07% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.52% | — | +24.12% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.51% | — | -0.42% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.49% | — | +1.10% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.49% | — | +2.60% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.47% | +0.10% | +123.00% | |
| 43 | AUSF | Global X Adaptive US Factor | ETF-其他 | 0.47% | — | +4.08% | |
| 44 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.46% | — | +2.30% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.46% | — | -0.02% | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.44% | — | +1.78% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.43% | — | -3.78% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.43% | — | +5.58% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.42% | +0.14% | -1.41% | |
| 50 | XSMO | Invesco S&p Smallcap Momentu | ETF-其他 | 0.42% | — | +26.76% |