CIK: 0001846758
申報總市值
US$2.9億
僅顯示前 200 大持股（共 473 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 13.08% | +0.13% | +15.07% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 8.00% | -0.22% | +6.87% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.70% | -0.18% | +2.90% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 4.67% | +0.25% | +8.15% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 4.23% | +0.84% | +215.39% | |
| 6 | DSTL | Distillate US Fundamental St | ETF-其他 | 3.99% | -0.02% | +3.92% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.51% | -0.30% | -2.51% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.45% | -0.27% | -1.71% | |
| 9 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 2.02% | -0.29% | -1.23% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.97% | -0.38% | +7.49% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.97% | +0.19% | +2.28% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.69% | +0.30% | -0.27% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.65% | -0.20% | -0.08% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.64% | +0.10% | +7.46% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.61% | — | +6.88% | |
| 16 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 1.19% | — | — | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.18% | — | +15.65% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.07% | -0.09% | -13.49% | |
| 19 | AVDE | Avantis International Equity | ETF-其他 | 1.05% | +0.92% | +1.33% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.96% | +0.13% | +28.60% | |
| 21 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.94% | +0.14% | +36.32% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.06% | -3.41% | |
| 23 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.82% | -0.12% | -2.44% | |
| 24 | ABBV | Abbvie INC | 股票-醫療保健 | 0.80% | -0.09% | +134.40% | |
| 25 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.77% | -0.23% | +1.28% | |
| 26 | QCOM | Qualcomm INC | 股票-科技 | 0.75% | -0.15% | +0.78% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.74% | — | -14.44% | |
| 28 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.62% | — | -2.08% | |
| 29 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-其他 | 0.61% | — | +4.88% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | -0.07% | -5.36% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.60% | -0.06% | -6.72% | |
| 32 | PAUG | Innovator U.s. Equity Power | ETF-其他 | 0.58% | — | -0.27% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.58% | -0.09% | +3.35% | |
| 34 | FTNT | Fortinet INC | 股票-科技 | 0.57% | — | +3.85% | |
| 35 | CRM | Salesforce INC | 股票-科技 | 0.57% | -0.11% | +5.40% | |
| 36 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.56% | — | +10.37% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.54% | — | +8.74% | |
| 38 | ETN | Eaton Corporation plc | 股票-工業 | 0.52% | — | +106.26% | |
| 39 | NFLX | Netflix INC | 股票-通訊服務 | 0.49% | — | -4.58% | |
| 40 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.49% | -0.11% | — | |
| 41 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.43% | +0.16% | +10.90% | |
| 42 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.42% | — | +94.32% | |
| 43 | MS | Morgan Stanley | 股票-金融 | 0.41% | — | -0.83% | |
| 44 | BLK | Blackrock INC | 股票-金融 | 0.41% | — | -2.82% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | -0.05% | -3.65% | |
| 46 | POCT | Innovator U.s. Equity Power | ETF-其他 | 0.41% | — | -0.33% | |
| 47 | ALNY | Alnylam Pharmaceuticals INC | 股票-醫療保健 | 0.38% | -0.07% | — | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.37% | +0.08% | — | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.36% | — | -0.38% | |
| 50 | ADBE | Adobe INC | 股票-科技 | 0.36% | -0.14% | -8.11% |