CIK: 0001801583
申報總市值
US$5.0億
僅顯示前 200 大持股（共 208 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 | ZM | Zoom Communications INC | 股票-科技 | 10.10% | — | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.14% | -0.43% | +1.21% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 3.37% | — | -0.48% | |
| 4 | TWLO | Twilio INC - A | 股票-科技 | 3.33% | — | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.70% | — | -6.44% | |
| 6 | TXG | 10x Genomics Inc-class A | 股票-其他 | 2.08% | — | +1152.64% | |
| 7 | WORK | Slack Technologies Inc- Cl A | 股票-其他 | 2.00% | — | -31.46% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.73% | — | -3.60% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.67% | — | +1.64% | |
| 10 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.60% | — | +7.91% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.43% | — | +8.12% | |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.28% | — | -0.61% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.24% | — | +2.85% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.04% | -0.49% | +0.65% | |
| 15 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.01% | — | +45.38% | |
| 16 | UBER | Uber Technologies INC | 股票-工業 | 1.00% | -0.36% | EXIT | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.96% | — | -26.27% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.95% | — | -31.84% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.90% | — | -4.27% | |
| 20 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.89% | — | +2.37% | |
| 21 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.89% | -0.57% | +11.17% | |
| 22 | ADP | Automatic Data Processing | 股票-科技 | 0.85% | — | +6.43% | |
| 23 | INTU | Intuit INC | 股票-科技 | 0.79% | -0.69% | +1.11% | |
| 24 | QCOM | Qualcomm INC | 股票-科技 | 0.78% | — | +21.44% | |
| 25 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.74% | — | -4.88% | |
| 26 | ECL | Ecolab INC | 股票-原物料 | 0.74% | — | +5.60% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 0.74% | -0.59% | +13.81% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.73% | — | +11.13% | |
| 29 | HON | Honeywell International INC | 股票-工業 | 0.73% | — | +5.82% | |
| 30 | CAT | Caterpillar INC | 股票-工業 | 0.73% | — | +9.17% | |
| 31 | MELI | Mercadolibre INC | 股票-循環性消費 | 0.73% | — | -0.35% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.70% | — | +7.67% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.70% | — | +6.02% | |
| 34 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.68% | — | +7.73% | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.68% | — | +11.62% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.67% | — | — | |
| 37 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.67% | — | +8.36% | |
| 38 | MET | Metlife INC | 股票-金融 | 0.67% | — | +7.24% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.66% | — | — | |
| 40 | BLKCHF | Blackrock INC | 股票-其他 | 0.65% | — | +7.05% | |
| 41 | AMGN | Amgen INC | 股票-醫療保健 | 0.65% | — | +6.92% | |
| 42 | LUV | Southwest Airlines Co | 股票-工業 | 0.61% | — | +7.45% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | +9.68% | |
| 44 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.60% | — | -35.63% | |
| 45 | SYK | Stryker CORP | 股票-醫療保健 | 0.60% | — | +7.14% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.59% | — | +2.11% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.58% | +0.35% | +13.24% | |
| 48 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.57% | — | +10.44% | |
| 49 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.56% | — | +14.93% | |
| 50 | XLF | Ss Financial Select Sector | ETF-其他 | 0.56% | — | +4.08% |