CIK: 0001697274
申報總市值
US$4.5億
僅顯示前 200 大持股（共 687 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 | 4.75% | -0.81% | +2.04% | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.52% | -0.19% | +2.37% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.10% | +0.53% | -8.52% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.06% | — | -6.01% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.67% | -0.16% | +605.11% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.16% | -0.19% | +2.43% | |
| 7 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.13% | +0.25% | +12.75% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 1.89% | — | +10.60% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.88% | — | +47.06% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.85% | — | +14.64% | |
| 11 | NFLX | Netflix INC | 股票-通訊服務 | 1.67% | — | -5.38% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.61% | — | +0.20% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.28% | -2.19% | +7.08% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.25% | — | -52.23% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.21% | -0.16% | +6.04% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.17% | -0.23% | +0.95% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | — | +1.62% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.04% | — | +8.33% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.99% | -0.91% | -63.44% | |
| 20 | PANW | Palo Alto Networks INC | 股票-科技 | 0.99% | — | +14.23% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 0.94% | — | +21.75% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.93% | — | +2.84% | |
| 23 | ETN | Eaton Corporation plc | 股票-工業 | 0.92% | -0.27% | +2.62% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 0.91% | — | +0.72% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.86% | +0.20% | +82.12% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 0.85% | — | +6.50% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.85% | — | -10.78% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.84% | — | +70.52% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.78% | +0.26% | +1.40% | |
| 30 | AMAT | Applied Materials INC | 股票-科技 | 0.76% | +0.22% | +3.89% | |
| 31 | AXP | American Express Co | 股票-金融 | 0.76% | — | -35.73% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.75% | — | -28.40% | |
| 33 | WMT | Walmart INC | 股票-非循環性消費 | 0.75% | — | -0.39% | |
| 34 | ANET | Arista Networks INC | 股票-科技 | 0.74% | — | -28.96% | |
| 35 | HD | Home Depot INC | 股票-循環性消費 | 0.71% | — | +5.41% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.68% | — | -15.86% | |
| 37 | DELL | Dell Technologies -c | 股票-科技 | 0.67% | -0.27% | +7.94% | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.66% | — | +91.59% | |
| 39 | UBER | Uber Technologies INC | 股票-工業 | 0.65% | -0.17% | -11.02% | |
| 40 | BND | Vanguard Total Bond Market | ETF-其他 | 0.65% | — | +0.53% | |
| 41 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.64% | -0.21% | -34.25% | |
| 42 | GEV | GE Vernova INC | 股票-工業 | 0.63% | +0.23% | +98760.00% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.61% | — | +31.44% | |
| 44 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.58% | — | -1.49% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.57% | — | +2.97% | |
| 46 | ABBV | Abbvie INC | 股票-醫療保健 | 0.56% | — | +5.16% | |
| 47 | HGER | Harbor Commodity All Weather | ETF-避險與商品 | 0.54% | +0.71% | +36.63% | |
| 48 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.54% | — | -10.67% | |
| 49 | AWK | American Water Works Co INC | 股票-公用事業 | 0.54% | -0.23% | +2.73% | |
| 50 | MS | Morgan Stanley | 股票-金融 | 0.53% | — | +5.16% |