CIK: 0001697274
申報總市值
US$4.5億
僅顯示前 200 大持股（共 364 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 | 3.95% | -0.81% | +0.27% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.66% | -2.19% | -0.34% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.23% | -0.19% | +1.18% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.65% | — | +1.56% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.51% | +0.53% | +4.78% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.45% | -0.23% | -0.15% | |
| 7 | SON | Sonoco Products Co | 股票-循環性消費 | 2.41% | — | -5.83% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.97% | -0.91% | +227.62% | |
| 9 | PYPL | Paypal Holdings INC | 股票-金融 | 1.56% | — | +1.24% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.54% | — | -2.43% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.46% | — | -38.42% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.43% | — | +0.21% | |
| 13 | ADBE | Adobe INC | 股票-科技 | 1.38% | — | +27.19% | |
| 14 | ZTS | Zoetis INC | 股票-醫療保健 | 1.38% | — | +1.97% | |
| 15 | MA | Mastercard INC - A | 股票-金融 | 1.32% | — | -12.83% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.27% | -0.19% | +7.84% | |
| 17 | HON | Honeywell International INC | 股票-工業 | 1.26% | — | -7.84% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | — | -1.22% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.15% | — | +18.07% | |
| 20 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.14% | — | -0.29% | |
| 21 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.10% | — | +1.82% | |
| 22 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.09% | — | +53.56% | |
| 23 | INTC | Intel CORP | 股票-科技 | 1.09% | — | +2.36% | |
| 24 | NFLX | Netflix INC | 股票-通訊服務 | 1.09% | — | +6.31% | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.03% | — | +5.97% | |
| 26 | GPN | Global Payments INC | 股票-工業 | 1.03% | — | -19.41% | |
| 27 | CRM | Salesforce INC | 股票-科技 | 1.03% | — | +56.40% | |
| 28 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 1.00% | — | -3.32% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.98% | +0.26% | +1.49% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.95% | — | -1.33% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.95% | — | -2.01% | |
| 32 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.94% | — | +0.54% | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.92% | — | -0.69% | |
| 34 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.90% | — | -1.62% | |
| 35 | WMT | Walmart INC | 股票-非循環性消費 | 0.86% | — | -0.81% | |
| 36 | PFE | Pfizer INC | 股票-醫療保健 | 0.83% | — | +17.05% | |
| 37 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.82% | — | +3.30% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.75% | -0.14% | +153.16% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.75% | — | -9.65% | |
| 40 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.73% | — | +11.37% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | -0.16% | +0.70% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.64% | — | -2.55% | |
| 43 | ELV | Elevance Health INC | 股票-醫療保健 | 0.62% | — | +100.43% | |
| 44 | NOW | Servicenow INC | 股票-科技 | 0.61% | -0.17% | -0.32% | |
| 45 | DHR | Danaher CORP | 股票-醫療保健 | 0.61% | — | -1.48% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.60% | — | +277.54% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.60% | — | -2.12% | |
| 48 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.58% | — | +0.34% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.57% | — | -6.47% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.53% | — | -1.29% |