CIK: 0001697274
申報總市值
US$4.5億
僅顯示前 200 大持股（共 654 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 | AAPL | Apple INC | 股票-科技 | 4.18% | +0.53% | +10.77% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.14% | -0.81% | +1.26% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.53% | -0.19% | -0.23% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.73% | — | +33.96% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.68% | -0.91% | +1.40% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.55% | — | -6.74% | |
| 7 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 1.92% | — | -0.64% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.88% | -0.19% | +0.33% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.68% | +0.30% | +0.70% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.68% | — | -3.61% | |
| 11 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.52% | — | +7.05% | |
| 12 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.50% | +0.25% | -19.05% | |
| 13 | AXP | American Express Co | 股票-金融 | 1.24% | — | +9.45% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.22% | -2.19% | -3.18% | |
| 15 | NFLX | Netflix INC | 股票-通訊服務 | 1.16% | — | +1.15% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.14% | -0.16% | +0.43% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 1.14% | — | +888.55% | |
| 18 | ANETEUR | Arista Networks INC | 股票-其他 | 1.12% | — | -0.44% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.12% | — | -2.36% | |
| 20 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.11% | -0.21% | -2.26% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.03% | — | -1.77% | |
| 22 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.02% | +0.26% | +3.25% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.01% | -0.23% | +1.77% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.00% | +0.20% | -4.03% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 0.97% | — | +0.93% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.94% | — | +4.51% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.92% | — | -4.68% | |
| 28 | PANW | Palo Alto Networks INC | 股票-科技 | 0.91% | — | -0.36% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | — | -0.69% | |
| 30 | AMAT | Applied Materials INC | 股票-科技 | 0.89% | +0.22% | +1.50% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.85% | — | -0.22% | |
| 32 | HD | Home Depot INC | 股票-循環性消費 | 0.80% | — | +0.31% | |
| 33 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.73% | — | +1.64% | |
| 34 | TSLA | Tesla INC | 股票-循環性消費 | 0.73% | — | -0.10% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.73% | +0.26% | +0.91% | |
| 36 | BND | Vanguard Total Bond Market | ETF-其他 | 0.67% | — | -0.40% | |
| 37 | WMT | Walmart INC | 股票-非循環性消費 | 0.65% | — | -15.03% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.63% | — | +2.65% | |
| 39 | ABBV | Abbvie INC | 股票-醫療保健 | 0.61% | — | -1.19% | |
| 40 | DELL | Dell Technologies -c | 股票-科技 | 0.61% | -0.27% | +2.68% | |
| 41 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.60% | — | -0.68% | |
| 42 | UBER | Uber Technologies INC | 股票-工業 | 0.60% | -0.17% | +10.67% | |
| 43 | MELI | Mercadolibre INC | 股票-循環性消費 | 0.59% | — | -0.88% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.54% | — | — | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.53% | — | +2.53% | |
| 46 | SON | Sonoco Products Co | 股票-循環性消費 | 0.53% | — | -0.70% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.51% | +0.48% | +30.96% | |
| 48 | ASML | ASML Holding N.V. | 股票-科技 | 0.50% | — | +48.03% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | — | -1.32% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.49% | — | -0.74% |