CIK: 0001989988
申報總市值
US$3.0億
僅顯示前 200 大持股（共 245 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 9.43% | — | +389.31% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.09% | — | +6.24% | |
| 3 | MS | Morgan Stanley | 股票-金融 | 4.99% | +0.83% | +0.10% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.37% | -1.50% | +13.31% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.18% | +0.83% | +22.73% | |
| 6 | NSC | Norfolk Southern CORP | 股票-工業 | 2.98% | — | +62.16% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.87% | -0.82% | +16.07% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.33% | — | +40.72% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.17% | -1.16% | +1164.91% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.90% | — | +0.21% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.67% | -0.60% | +12.48% | |
| 12 | ASO | Academy Sports & Outdoors In | 股票-循環性消費 | 1.60% | — | +5.18% | |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.53% | — | +6.58% | |
| 14 | EMLP | First Trust North American E | ETF-其他 | 1.48% | +0.99% | +26.86% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.37% | — | +105.15% | |
| 16 | DE | Deere & Co | 股票-工業 | 1.37% | — | -0.21% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.32% | — | +30.41% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.32% | — | +26.02% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.13% | — | -0.17% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.07% | -1.05% | +15.21% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.05% | -0.07% | +15.18% | |
| 22 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.03% | — | +58.29% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.01% | — | — | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.95% | -0.40% | +22.66% | |
| 25 | ET | Energy Transfer LP | 股票-能源 | 0.94% | — | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | -0.26% | +19.43% | |
| 27 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 0.88% | +1.95% | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.86% | — | — | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.82% | -0.46% | +34.43% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.78% | — | -2.78% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.75% | — | +0.36% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.74% | — | +53.11% | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.72% | -0.39% | +21.27% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.65% | — | +1.18% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | — | +12.45% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.55% | — | +67.83% | |
| 37 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.53% | -0.28% | +2.74% | |
| 38 | HD | Home Depot INC | 股票-循環性消費 | 0.52% | -0.08% | +11.86% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | -0.09% | +13.40% | |
| 40 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.51% | -0.12% | +15.82% | |
| 41 | MTDR | Matador Resources Co | 股票-能源 | 0.50% | — | — | |
| 42 | MA | Mastercard INC - A | 股票-金融 | 0.45% | -0.05% | +16.95% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.44% | — | +1233.09% | |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.42% | — | -1.55% | |
| 45 | RNR | RenaissanceRe Holdings Ltd. | 股票-金融 | 0.42% | — | — | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.41% | — | +32.38% | |
| 47 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.41% | — | -2.16% | |
| 48 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.40% | — | -0.35% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.39% | — | — | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.38% | -0.04% | +1.39% |