CIK: 0002045735
申報總市值
US$8.9億
僅顯示前 200 大持股（共 326 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.30% | -0.21% | +6.34% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.87% | -0.12% | +2.44% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 4.25% | -0.23% | +5.66% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.94% | +0.12% | +1.46% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.88% | -0.44% | -1.35% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.40% | +0.34% | +0.12% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.24% | — | +7.89% | |
| 8 | BAC | Bank Of America CORP | 股票-金融 | 2.16% | -0.17% | +0.94% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.14% | -0.15% | +6.33% | |
| 10 | MU | Micron Technology INC | 股票-科技 | 2.03% | — | -7.78% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.89% | -0.24% | +4.42% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.81% | — | +7.96% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.67% | — | -25.01% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.61% | -0.13% | +312.91% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.61% | — | +99.61% | |
| 16 | C | Citigroup INC | 股票-金融 | 1.60% | -0.31% | +1.50% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.56% | -0.14% | +0.50% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 1.54% | -0.09% | -1.19% | |
| 19 | AXP | American Express Co | 股票-金融 | 1.36% | -0.23% | +0.24% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.34% | -0.11% | +18.59% | |
| 21 | GM | General Motors Co | 股票-循環性消費 | 1.33% | -0.16% | +0.03% | |
| 22 | FLDR | Fidelity Low Durat Fact ETF | ETF-其他 | 1.21% | — | +116.01% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.18% | -0.29% | +38.25% | |
| 24 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.12% | -0.07% | -0.57% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.11% | -0.06% | +7.41% | |
| 26 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.07% | +0.79% | +30.66% | |
| 27 | 0VVB | Paramount Global-class B | 股票-其他 | 1.02% | — | +25.97% | |
| 28 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.02% | -0.22% | +35.80% | |
| 29 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.92% | — | +4.80% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.87% | — | +29.61% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | -0.10% | -9.76% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.80% | — | +248.08% | |
| 33 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.76% | — | +1.94% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.76% | -0.17% | -14.65% | |
| 35 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.73% | — | +2.04% | |
| 36 | WMT | Walmart INC | 股票-非循環性消費 | 0.72% | +0.11% | +199.69% | |
| 37 | YYY | Amplify Cef High Income ETF | ETF-其他 | 0.68% | — | +20.85% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.67% | — | -22.18% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.66% | -0.10% | -17.68% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.63% | — | +9.62% | |
| 41 | XLE | Ss Energy Select Sector | ETF-其他 | 0.62% | — | +888.27% | |
| 42 | MKL | Markel Group INC | 股票-金融 | 0.54% | -0.05% | +40.01% | |
| 43 | VTV | Vanguard Value ETF | ETF-其他 | 0.54% | — | +55.78% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.49% | — | +3.78% | |
| 45 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股與成長 | 0.49% | — | +3.32% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.46% | — | +3.04% | |
| 47 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 0.45% | — | — | |
| 48 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 0.45% | — | +9.26% | |
| 49 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.44% | — | +4.13% | |
| 50 | BST | Blackrock Science & Tech Tr | 股票-其他 | 0.44% | — | -4.49% |