CIK: 0001632105
申報總市值
US$6.8億
僅顯示前 200 大持股（共 230 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 | 8.72% | -0.27% | -1.22% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.67% | -0.07% | -0.70% | |
| 3 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 3.17% | — | +25.42% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 2.74% | +0.17% | +6.71% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 1.94% | — | +15.34% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.87% | -0.03% | -0.74% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.79% | +0.09% | +0.99% | |
| 8 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.62% | — | -0.42% | |
| 9 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 1.61% | -0.12% | -0.93% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.56% | -0.16% | +0.30% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.55% | — | +1.31% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.52% | -0.11% | -0.47% | |
| 13 | HD | Home Depot INC | 股票-循環性消費 | 1.51% | -0.10% | -0.99% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.31% | +0.24% | +39.19% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.23% | +0.11% | -1.57% | |
| 16 | SO | Southern Co/the | 股票-公用事業 | 1.18% | +0.09% | +0.53% | |
| 17 | TSLA | Tesla INC | 股票-循環性消費 | 1.17% | -0.05% | — | |
| 18 | ADBE | Adobe INC | 股票-科技 | 1.17% | — | +0.24% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.12% | -0.03% | +3.13% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.98% | — | -0.40% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | +0.15% | -2.37% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.89% | -0.18% | +6.54% | |
| 23 | ABBV | Abbvie INC | 股票-醫療保健 | 0.89% | — | -0.21% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.86% | -0.05% | -8.37% | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.84% | — | +2.24% | |
| 26 | WMT | Walmart INC | 股票-非循環性消費 | 0.84% | -0.05% | +0.26% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.82% | -0.10% | -0.87% | |
| 28 | CAT | Caterpillar INC | 股票-工業 | 0.80% | -0.02% | -2.15% | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.78% | — | +1.47% | |
| 30 | AXP | American Express Co | 股票-金融 | 0.78% | -0.06% | +0.04% | |
| 31 | UNP | Union Pacific CORP | 股票-工業 | 0.75% | — | -3.21% | |
| 32 | ADP | Automatic Data Processing | 股票-科技 | 0.72% | -0.04% | +1.39% | |
| 33 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.72% | — | -3.61% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.71% | -0.06% | -5.21% | |
| 35 | PEP | Pepsico INC | 股票-非循環性消費 | 0.69% | — | +0.32% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.69% | -0.05% | +1.41% | |
| 37 | AMAT | Applied Materials INC | 股票-科技 | 0.69% | — | -0.83% | |
| 38 | DE | Deere & Co | 股票-工業 | 0.68% | — | +8.50% | |
| 39 | YUM | Yum! Brands INC | 股票-循環性消費 | 0.67% | — | +0.74% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.67% | — | -1.28% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.65% | — | +3.43% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.65% | — | -3.18% | |
| 43 | ESGRP | Enstar Group Limited - Deposita | 股票-其他 | 0.61% | — | — | |
| 44 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.60% | — | +5.37% | |
| 45 | ✓ | Duke Energy Corp New | 股票-其他 | 0.60% | — | +2.36% | |
| 46 | PFE | Pfizer INC | 股票-醫療保健 | 0.59% | — | +1.98% | |
| 47 | ELV | Elevance Health INC | 股票-醫療保健 | 0.58% | — | +0.57% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.57% | — | +5.44% | |
| 49 | SIVBEUR | Svb Financial Group | 股票-其他 | 0.57% | — | — | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.55% | — | +13.59% |