CIK: 0001819919
申報總市值
US$2.4億
僅顯示前 200 大持股（共 1316 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 | AAPL | Apple INC | 股票-科技 | 8.96% | -0.24% | — | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.21% | -0.16% | — | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-其他 | 3.54% | — | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.54% | -0.06% | — | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.35% | -0.11% | — | |
| 6 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 2.34% | -0.14% | — | |
| 7 | HD | Home Depot INC | 股票-循環性消費 | 2.13% | -0.04% | — | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.07% | -0.23% | — | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 1.94% | +0.09% | — | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.86% | — | — | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.80% | -0.18% | — | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.73% | +0.20% | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.71% | — | — | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.57% | -0.12% | — | |
| 15 | ROP | Roper Technologies INC | 股票-科技 | 1.54% | -0.15% | — | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | -0.35% | — | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.44% | -0.18% | — | |
| 18 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 1.43% | -0.16% | EXIT | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.28% | — | — | |
| 20 | CRM | Salesforce INC | 股票-科技 | 1.27% | -0.05% | — | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.15% | +0.14% | — | |
| 22 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.04% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | -0.10% | — | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.97% | -0.02% | — | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.95% | -0.07% | — | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.95% | — | — | |
| 27 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.93% | — | — | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.93% | -0.06% | — | |
| 29 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.84% | — | — | |
| 30 | DXCM | Dexcom INC | 股票-醫療保健 | 0.81% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | — | — | |
| 32 | UPS | United Parcel Service-cl B | 股票-工業 | 0.78% | -0.12% | EXIT | |
| 33 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.76% | -0.13% | — | |
| 34 | WDAY | Workday Inc-class A | 股票-科技 | 0.67% | -0.22% | EXIT | |
| 35 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.63% | — | — | |
| 36 | ADSK | Autodesk INC | 股票-科技 | 0.61% | — | — | |
| 37 | QCOM | Qualcomm INC | 股票-科技 | 0.59% | — | — | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.58% | -0.10% | — | |
| 39 | DE | Deere & Co | 股票-工業 | 0.56% | — | — | |
| 40 | ROKU | Roku INC | 股票-通訊服務 | 0.52% | — | — | |
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.51% | — | — | |
| 42 | ULTA | Ulta Beauty INC | 股票-循環性消費 | 0.48% | -0.05% | — | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.48% | — | — | |
| 44 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.47% | — | — | |
| 45 | ILMN | Illumina INC | 股票-醫療保健 | 0.47% | — | — | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.46% | +0.24% | — | |
| 47 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.46% | — | — | |
| 48 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.45% | — | — | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.45% | — | — | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.43% | — | — |