CIK: 0001697274
申報總市值
US$4.5億
僅顯示前 200 大持股（共 346 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 | MSFT | Microsoft CORP | 股票-科技 | 3.74% | -0.81% | +4.50% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.43% | -2.19% | -14.01% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.26% | +0.53% | +3.77% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.23% | -0.19% | -0.20% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.61% | — | +0.48% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.48% | — | +3.84% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.29% | -0.23% | +1.97% | |
| 8 | SON | Sonoco Products Co | 股票-循環性消費 | 2.20% | — | -2.78% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.76% | — | +11.42% | |
| 10 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.61% | — | +4.64% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.56% | -0.19% | -15.73% | |
| 12 | HON | Honeywell International INC | 股票-工業 | 1.55% | — | +1.05% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.39% | — | +4.99% | |
| 14 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.37% | — | +4.80% | |
| 15 | PYPL | Paypal Holdings INC | 股票-金融 | 1.22% | — | +51.72% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.22% | — | +10.76% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | — | -4.22% | |
| 18 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.17% | — | +2.39% | |
| 19 | GPN | Global Payments INC | 股票-工業 | 1.12% | — | +2.37% | |
| 20 | ZTS | Zoetis INC | 股票-醫療保健 | 1.10% | — | +54.21% | |
| 21 | NFLX | Netflix INC | 股票-通訊服務 | 1.04% | — | +32.94% | |
| 22 | ADBE | Adobe INC | 股票-科技 | 1.03% | — | +1.95% | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 1.03% | — | +243.46% | |
| 24 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.00% | — | +0.80% | |
| 25 | HD | Home Depot INC | 股票-循環性消費 | 0.99% | — | +0.47% | |
| 26 | IYT | Ishares US Transportation Et | ETF-其他 | 0.97% | — | +86.81% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | -0.14% | +0.70% | |
| 28 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.91% | — | -2.77% | |
| 29 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.91% | — | +2.89% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.90% | +0.26% | +1.51% | |
| 31 | WOOD | Ishares Global Timber & Fore | ETF-其他 | 0.88% | — | -18.40% | |
| 32 | ATVIEUR | Activision Blizzard INC | 股票-通訊服務 | 0.87% | — | +144.94% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.86% | — | -38.90% | |
| 34 | XYZ | Block INC | 股票-金融 | 0.86% | — | +1.40% | |
| 35 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.85% | — | — | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.85% | — | +70.31% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.83% | +0.20% | +0.05% | |
| 38 | UTXZ | United Tech CORP | 股票-其他 | 0.82% | — | -0.89% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.82% | — | +43.45% | |
| 40 | WMT | Walmart INC | 股票-非循環性消費 | 0.80% | — | +0.91% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.76% | — | +1.51% | |
| 42 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 0.75% | — | — | |
| 43 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.75% | — | -1.03% | |
| 44 | IDV | Ishares International Select | ETF-其他 | 0.71% | — | +2.16% | |
| 45 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.67% | — | +3.19% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | -0.16% | -0.04% | |
| 47 | ABMDEUR | Abiomed INC | 股票-其他 | 0.67% | — | +3.37% | |
| 48 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.66% | — | -9.61% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.66% | — | +4.53% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.63% | — | -9.04% |