CIK: 0001697274
申報總市值
US$4.5億
僅顯示前 200 大持股（共 686 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 | 4.67% | -0.81% | +1.28% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.62% | +0.53% | +0.89% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.30% | -0.19% | +0.58% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.04% | — | -9.83% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.59% | -0.16% | +3.32% | |
| 6 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.30% | +0.25% | -0.50% | |
| 7 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.11% | — | +21.11% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.03% | — | +26.67% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.99% | -0.19% | -0.54% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.83% | — | +4.78% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 1.77% | — | -1.68% | |
| 12 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 1.76% | — | -0.31% | |
| 13 | NFLX | Netflix INC | 股票-通訊服務 | 1.41% | — | +0.77% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.35% | -2.19% | +4.37% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.18% | -0.16% | +1.51% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | -0.23% | +3.08% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | — | -2.33% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.07% | — | +6.62% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.94% | -0.91% | +1.39% | |
| 20 | ANET | Arista Networks INC | 股票-科技 | 0.94% | — | -4.08% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 0.93% | — | +2.26% | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 0.92% | — | +0.92% | |
| 23 | PANW | Palo Alto Networks INC | 股票-科技 | 0.91% | — | -0.22% | |
| 24 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.89% | — | -0.83% | |
| 25 | ETN | Eaton Corporation plc | 股票-工業 | 0.89% | -0.27% | -0.47% | |
| 26 | MA | Mastercard INC - A | 股票-金融 | 0.86% | — | +0.39% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.85% | — | +2.06% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.81% | +0.20% | -3.57% | |
| 29 | AMAT | Applied Materials INC | 股票-科技 | 0.80% | +0.22% | +0.63% | |
| 30 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.79% | — | +102.01% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.77% | — | +1.89% | |
| 32 | HD | Home Depot INC | 股票-循環性消費 | 0.74% | — | +1.68% | |
| 33 | WMT | Walmart INC | 股票-非循環性消費 | 0.74% | — | +0.64% | |
| 34 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.73% | -0.21% | +5.41% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.72% | +0.26% | +6.86% | |
| 36 | AXP | American Express Co | 股票-金融 | 0.71% | — | -2.55% | |
| 37 | DELL | Dell Technologies -c | 股票-科技 | 0.70% | -0.27% | -3.49% | |
| 38 | GEV | GE Vernova INC | 股票-工業 | 0.66% | +0.23% | -3.24% | |
| 39 | ABBV | Abbvie INC | 股票-醫療保健 | 0.64% | — | -0.63% | |
| 40 | UBER | Uber Technologies INC | 股票-工業 | 0.64% | -0.17% | +0.93% | |
| 41 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.64% | -0.18% | -2.54% | |
| 42 | BND | Vanguard Total Bond Market | ETF-其他 | 0.62% | — | +1.65% | |
| 43 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.60% | — | +3.35% | |
| 44 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.60% | — | +1.82% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.58% | — | -0.64% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.57% | — | +0.21% | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.57% | — | -32.83% | |
| 48 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.56% | — | -0.05% | |
| 49 | HGER | Harbor Commodity All Weather | ETF-避險與商品 | 0.56% | +0.71% | +5.66% | |
| 50 | MS | Morgan Stanley | 股票-金融 | 0.55% | — | -1.23% |