CIK: 0001697274
申報總市值
US$4.5億
僅顯示前 200 大持股（共 615 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 | 4.31% | -0.81% | -1.92% | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.67% | -0.19% | +2.21% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.98% | +0.53% | -7.58% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.71% | -0.91% | +9.43% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.70% | — | -7.32% | |
| 6 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 2.10% | — | -4.83% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.95% | +0.30% | +25.52% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.78% | — | +0.46% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.71% | -0.19% | -0.92% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.62% | — | -1.62% | |
| 11 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.48% | +0.25% | -6.88% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.44% | — | -1.57% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.28% | +0.20% | +27.43% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.14% | — | -3.30% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.12% | -0.16% | -1.02% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.12% | — | -3.53% | |
| 17 | AXP | American Express Co | 股票-金融 | 1.08% | — | -2.32% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | -0.23% | -0.13% | |
| 19 | NFLX | Netflix INC | 股票-通訊服務 | 1.06% | — | -9.09% | |
| 20 | AMD | Advanced Micro Devices | 股票-科技 | 1.05% | — | -8.13% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | — | -1.34% | |
| 22 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.02% | -0.21% | +1.19% | |
| 23 | AMAT | Applied Materials INC | 股票-科技 | 0.99% | +0.22% | -1.34% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.98% | -2.19% | -1.62% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.98% | +0.26% | +1.75% | |
| 26 | ANETEUR | Arista Networks INC | 股票-其他 | 0.98% | — | -3.65% | |
| 27 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.97% | — | +0.97% | |
| 28 | CRM | Salesforce INC | 股票-科技 | 0.94% | — | -3.27% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.89% | — | -1.61% | |
| 30 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 0.86% | — | +38.12% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.83% | — | -0.73% | |
| 32 | PANW | Palo Alto Networks INC | 股票-科技 | 0.81% | — | +93.97% | |
| 33 | MRVL | Marvell Technology INC | 股票-科技 | 0.80% | — | +110.69% | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.78% | — | -6.47% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.76% | — | -1.93% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.75% | — | -5.90% | |
| 37 | DELL | Dell Technologies -c | 股票-科技 | 0.73% | -0.27% | — | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.72% | +0.26% | -24.02% | |
| 39 | BND | Vanguard Total Bond Market | ETF-其他 | 0.71% | — | -2.84% | |
| 40 | ZTS | Zoetis INC | 股票-醫療保健 | 0.69% | — | -10.18% | |
| 41 | SLB | Slb LTD | 股票-能源 | 0.68% | — | -0.30% | |
| 42 | SON | Sonoco Products Co | 股票-循環性消費 | 0.66% | — | -0.97% | |
| 43 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.65% | — | -2.46% | |
| 44 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.64% | — | +9.06% | |
| 45 | WMT | Walmart INC | 股票-非循環性消費 | 0.63% | — | +194.96% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.60% | — | -0.70% | |
| 47 | OILK | Pros K-1 Free Cr Oil Etf-usd | ETF-其他 | 0.59% | — | — | |
| 48 | UBER | Uber Technologies INC | 股票-工業 | 0.58% | -0.17% | -10.56% | |
| 49 | UNP | Union Pacific CORP | 股票-工業 | 0.58% | — | -1.21% | |
| 50 | AVGO | Broadcom INC | 股票-科技 | 0.57% | — | +17.08% |