CIK: 0001697274
申報總市值
US$4.5億
僅顯示前 200 大持股（共 386 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 | 3.84% | -0.81% | -2.41% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.67% | -2.19% | +5.16% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.04% | -0.19% | +5.79% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.62% | — | +3.08% | |
| 5 | SON | Sonoco Products Co | 股票-循環性消費 | 2.50% | — | -0.04% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.37% | — | +2256.29% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.35% | -0.23% | -1.49% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.25% | +0.53% | -16.59% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.60% | — | -34.51% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.57% | — | — | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.49% | — | -3.17% | |
| 12 | PYPL | Paypal Holdings INC | 股票-金融 | 1.41% | — | +1.52% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.38% | — | +32.92% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.34% | — | +10.66% | |
| 15 | ZTS | Zoetis INC | 股票-醫療保健 | 1.30% | — | +6.93% | |
| 16 | HON | Honeywell International INC | 股票-工業 | 1.28% | — | -12.19% | |
| 17 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.23% | — | -1.53% | |
| 18 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 1.16% | — | -0.10% | |
| 19 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.12% | — | +1.21% | |
| 20 | GPN | Global Payments INC | 股票-工業 | 1.09% | — | +1.26% | |
| 21 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.09% | — | +29.56% | |
| 22 | INTC | Intel CORP | 股票-科技 | 1.05% | — | +9.55% | |
| 23 | ADBE | Adobe INC | 股票-科技 | 1.05% | — | +1.87% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.04% | -0.19% | -29.18% | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.04% | — | +177.75% | |
| 26 | HD | Home Depot INC | 股票-循環性消費 | 0.98% | — | +0.90% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.97% | — | -19.49% | |
| 28 | WMT | Walmart INC | 股票-非循環性消費 | 0.94% | — | -0.30% | |
| 29 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.94% | — | -0.77% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.92% | +0.26% | -0.02% | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.89% | — | -41.07% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.88% | +0.19% | +668.23% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.88% | +0.48% | +10563.41% | |
| 34 | NFLX | Netflix INC | 股票-通訊服務 | 0.87% | — | -1.30% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.84% | — | +1.48% | |
| 36 | PFE | Pfizer INC | 股票-醫療保健 | 0.83% | — | +52.87% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.82% | — | -17.64% | |
| 38 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.81% | — | -2.12% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.81% | — | +276.37% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | -0.16% | +1.11% | |
| 41 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.74% | — | +0.60% | |
| 42 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.73% | +0.25% | +248.71% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.70% | — | -1.43% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.66% | -0.91% | — | |
| 45 | UUP | Invesco Db US Dollar Index B | ETF-大型股與成長 | 0.65% | — | — | |
| 46 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.65% | — | — | |
| 47 | CRM | Salesforce INC | 股票-科技 | 0.64% | — | +2.72% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.64% | — | +22101.37% | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.63% | — | -4.54% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.62% | — | — |