CIK: 0001697274
申報總市值
US$4.5億
僅顯示前 200 大持股（共 747 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 | 4.16% | -0.81% | -1.29% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.68% | +0.53% | -1.50% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.35% | -0.19% | -0.05% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.22% | — | +9.49% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.59% | -2.19% | +94.61% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.49% | — | -1.70% | |
| 7 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.33% | +0.25% | -6.29% | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.27% | — | +10.84% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.15% | -0.16% | -12.21% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.84% | — | +4.91% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.75% | -0.19% | +0.85% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.73% | — | -3.43% | |
| 13 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 1.71% | — | +0.58% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.30% | — | +13.34% | |
| 15 | AMD | Advanced Micro Devices | 股票-科技 | 1.16% | — | -2.36% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.14% | -0.16% | -0.34% | |
| 17 | NFLX | Netflix INC | 股票-通訊服務 | 1.10% | — | +932.58% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | -0.23% | +0.38% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | — | -2.30% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.02% | -0.39% | +140.90% | |
| 21 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.98% | -0.91% | +8.18% | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 0.97% | — | -2.25% | |
| 23 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.95% | — | -2.34% | |
| 24 | AMAT | Applied Materials INC | 股票-科技 | 0.94% | +0.22% | -3.00% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.88% | +0.48% | +440.91% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.85% | — | +3.19% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.85% | — | +1.49% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.81% | +0.26% | +24.97% | |
| 29 | ANET | Arista Networks INC | 股票-科技 | 0.81% | — | -1.05% | |
| 30 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.80% | -0.21% | +0.65% | |
| 31 | PANW | Palo Alto Networks INC | 股票-科技 | 0.79% | — | -1.09% | |
| 32 | HGER | Harbor Commodity All Weather | ETF-避險與商品 | 0.76% | +0.71% | +45.23% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.76% | — | -1.78% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.76% | — | -0.54% | |
| 35 | WMT | Walmart INC | 股票-非循環性消費 | 0.76% | — | -1.83% | |
| 36 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.75% | — | +2930.45% | |
| 37 | AXP | American Express Co | 股票-金融 | 0.74% | — | -3.23% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.74% | +0.20% | -7.52% | |
| 39 | ETN | Eaton Corporation plc | 股票-工業 | 0.73% | -0.27% | -0.45% | |
| 40 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.67% | — | -2.83% | |
| 41 | GEV | GE Vernova INC | 股票-工業 | 0.67% | +0.23% | -2.05% | |
| 42 | HD | Home Depot INC | 股票-循環性消費 | 0.64% | — | +5.01% | |
| 43 | ABBV | Abbvie INC | 股票-醫療保健 | 0.61% | — | -1.05% | |
| 44 | BND | Vanguard Total Bond Market | ETF-其他 | 0.60% | — | +1.38% | |
| 45 | DELL | Dell Technologies -c | 股票-科技 | 0.60% | -0.27% | +0.05% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.58% | — | -2.86% | |
| 47 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.57% | — | -1.40% | |
| 48 | MS | Morgan Stanley | 股票-金融 | 0.57% | — | -4.87% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.57% | — | -2.36% | |
| 50 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.55% | — | -19.60% |