CIK: 0002047271
申報總市值
US$1.4億
僅顯示前 200 大持股（共 688 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 | 2.92% | -0.16% | +2.24% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.86% | — | -2.41% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.77% | -0.18% | -1.69% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.52% | -0.64% | +1.08% | |
| 5 | TSLA | Tesla INC | 股票-循環性消費 | 2.50% | -0.52% | +1.59% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.46% | +0.26% | -4.28% | |
| 7 | AVGO | Broadcom INC | 股票-科技 | 2.17% | -0.73% | -0.25% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.03% | — | -2.45% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.97% | — | -6.54% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.93% | — | -2.07% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.68% | -0.05% | +0.48% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.56% | -0.27% | +0.82% | |
| 13 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 1.53% | — | — | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.45% | -0.13% | +1.51% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.44% | — | -3.46% | |
| 16 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.35% | -0.27% | -7.06% | |
| 17 | AXON | Axon Enterprise INC | 股票-工業 | 1.30% | -0.26% | — | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.30% | +0.57% | +0.10% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.21% | -0.13% | -7.64% | |
| 20 | UBER | Uber Technologies INC | 股票-工業 | 1.19% | -0.19% | +2.24% | |
| 21 | GE | General Electric | 股票-工業 | 1.03% | — | +0.19% | |
| 22 | ASML | ASML Holding N.V. | 股票-科技 | 0.96% | +0.29% | -0.53% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.94% | -0.11% | +1.32% | |
| 24 | DE | Deere & Co | 股票-工業 | 0.93% | +0.17% | -0.96% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.93% | — | -7.20% | |
| 26 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.90% | -0.12% | +0.11% | |
| 27 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.88% | — | -2.56% | |
| 28 | NOW | Servicenow INC | 股票-科技 | 0.87% | -0.18% | +2.55% | |
| 29 | WDAY | Workday Inc-class A | 股票-科技 | 0.82% | -0.28% | — | |
| 30 | FLR | Fluor CORP | 股票-工業 | 0.81% | +0.11% | — | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.79% | — | +25.05% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.79% | +0.24% | -1.82% | |
| 33 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.76% | +0.33% | -4.57% | |
| 34 | CLH | Clean Harbors INC | 股票-工業 | 0.75% | +0.16% | — | |
| 35 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.73% | -0.10% | — | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.71% | +0.34% | +12.10% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.70% | — | -12.34% | |
| 38 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.69% | -0.16% | -2.56% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.69% | — | -3.76% | |
| 40 | MELI | Mercadolibre INC | 股票-循環性消費 | 0.66% | — | — | |
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.66% | -0.12% | -3.15% | |
| 42 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.65% | — | -3.23% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.63% | — | +52.88% | |
| 44 | WM | Waste Management INC | 股票-工業 | 0.62% | — | +0.33% | |
| 45 | AMD | Advanced Micro Devices | 股票-科技 | 0.62% | — | +3.19% | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.59% | — | +1.52% | |
| 47 | AON | Aon plc | 股票-金融 | 0.55% | — | — | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.54% | — | +2.79% | |
| 49 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.54% | — | -10.61% | |
| 50 | AZO | Autozone INC | 股票-循環性消費 | 0.53% | — | — |