CIK: 0001697274
申報總市值
US$4.5億
僅顯示前 200 大持股（共 403 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 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.37% | -0.19% | +0.61% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.36% | -0.81% | +0.61% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.81% | +0.53% | +321.78% | |
| 4 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 2.36% | — | +2.48% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.17% | — | +2.14% | |
| 6 | ADBE | Adobe INC | 股票-科技 | 2.03% | — | +1.86% | |
| 7 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.96% | — | +10.27% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.95% | -2.19% | +9.75% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.69% | -0.91% | -4.40% | |
| 10 | CRM | Salesforce INC | 股票-科技 | 1.66% | — | -2.70% | |
| 11 | MA | Mastercard INC - A | 股票-金融 | 1.56% | — | +4.34% | |
| 12 | PYPL | Paypal Holdings INC | 股票-金融 | 1.48% | — | -14.41% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.47% | +0.25% | -7.67% | |
| 14 | ZTS | Zoetis INC | 股票-醫療保健 | 1.43% | — | +1.07% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.42% | -0.19% | +5.00% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.34% | — | +1.44% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.28% | -0.23% | +5.04% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.27% | — | +1.88% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.27% | +0.26% | +2.81% | |
| 20 | NFLX | Netflix INC | 股票-通訊服務 | 1.20% | — | +119.28% | |
| 21 | SON | Sonoco Products Co | 股票-循環性消費 | 1.17% | — | -0.41% | |
| 22 | AMT | American Tower CORP | 股票-房地產 | 1.10% | — | +2.93% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.10% | — | +2.48% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 1.04% | — | +1.07% | |
| 25 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.03% | — | +2.35% | |
| 26 | WMT | Walmart INC | 股票-非循環性消費 | 1.02% | — | +3.19% | |
| 27 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.97% | — | +18.27% | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.96% | — | +6.63% | |
| 29 | TGT | Target CORP | 股票-循環性消費 | 0.90% | — | -0.41% | |
| 30 | HON | Honeywell International INC | 股票-工業 | 0.88% | — | +3.17% | |
| 31 | NEE | Nextera Energy INC | 股票-公用事業 | 0.88% | — | +1.52% | |
| 32 | DHR | Danaher CORP | 股票-醫療保健 | 0.86% | — | -0.26% | |
| 33 | AMAT | Applied Materials INC | 股票-科技 | 0.85% | +0.22% | +3.39% | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.80% | — | +3.91% | |
| 35 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.78% | -0.14% | +2.25% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | — | +3.95% | |
| 37 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.78% | — | +94.22% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.78% | — | +3.19% | |
| 39 | UPS | United Parcel Service-cl B | 股票-工業 | 0.77% | — | -0.48% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.76% | — | +3.33% | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 0.75% | — | +2.80% | |
| 42 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.75% | — | +0.51% | |
| 43 | SHOP | Shopify INC - Class A | 股票-科技 | 0.72% | — | -38.81% | |
| 44 | EWG | Ishares Msci Germany ETF | ETF-其他 | 0.71% | — | +102.35% | |
| 45 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.65% | — | +3.14% | |
| 46 | ALLY | Ally Financial INC | 股票-金融 | 0.65% | — | +2.16% | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.65% | — | -10.82% | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.62% | — | -0.86% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.61% | — | -0.54% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.60% | — | -6.77% |