CIK: 0001801583
申報總市值
US$5.0億
僅顯示前 200 大持股（共 212 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 | AAPL | Apple INC | 股票-科技 | 4.16% | -0.43% | -0.72% | |
| 2 | BZ | Kanzhun LTD - Adr | 股票-其他 | 3.36% | — | — | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 3.02% | — | -1.29% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.48% | — | -0.55% | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.30% | — | -0.40% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.13% | — | -0.51% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.71% | — | -0.12% | |
| 8 | AFRM | Affirm Holdings INC | 股票-金融 | 1.64% | — | -5.51% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.37% | — | -0.31% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.23% | — | -0.64% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | — | -0.16% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.17% | — | +1895.77% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.14% | -0.57% | +0.44% | |
| 14 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.10% | — | -0.57% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.10% | +0.35% | -0.62% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.09% | — | +0.34% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.04% | -0.49% | +1.84% | |
| 18 | HCP2EUR | Hashicorp Inc-cl A | 股票-其他 | 1.01% | — | — | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.99% | — | -0.57% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 0.97% | — | -0.51% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.94% | — | -4.32% | |
| 22 | MET | Metlife INC | 股票-金融 | 0.90% | — | -0.65% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.90% | — | -0.59% | |
| 24 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.88% | — | -1.35% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.87% | — | -1.77% | |
| 26 | HD | Home Depot INC | 股票-循環性消費 | 0.86% | -0.59% | +0.55% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.86% | — | -0.67% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | — | -0.59% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | — | -0.05% | |
| 30 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.82% | +0.45% | -1.73% | |
| 31 | AMPL | Amplitude Inc-class A | 股票-其他 | 0.79% | — | — | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | +0.50% | -0.53% | |
| 33 | QCOM | Qualcomm INC | 股票-科技 | 0.77% | — | +0.88% | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.77% | — | -1.22% | |
| 35 | INTU | Intuit INC | 股票-科技 | 0.76% | -0.69% | -0.17% | |
| 36 | AMGN | Amgen INC | 股票-醫療保健 | 0.75% | — | -1.16% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | — | -0.05% | |
| 38 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.75% | — | — | |
| 39 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.74% | — | -0.11% | |
| 40 | CAT | Caterpillar INC | 股票-工業 | 0.73% | — | — | |
| 41 | SLB | Slb LTD | 股票-能源 | 0.72% | -0.41% | -0.72% | |
| 42 | WM | Waste Management INC | 股票-工業 | 0.72% | — | — | |
| 43 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.72% | — | -0.59% | |
| 44 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.71% | -0.35% | +0.48% | |
| 45 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.70% | — | -0.12% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.69% | — | -1.84% | |
| 47 | CMRC | Commerce.com INC | 股票-其他 | 0.68% | — | — | |
| 48 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.68% | — | +0.62% | |
| 49 | HON | Honeywell International INC | 股票-工業 | 0.67% | — | -1.52% | |
| 50 | XLF | Ss Financial Select Sector | ETF-其他 | 0.67% | — | +0.11% |