CIK: 0001633207
申報總市值
US$5.8億
僅顯示前 200 大持股（共 253 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 | NVDA | Nvidia CORP | 股票-科技 | 5.59% | -0.57% | -3.34% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.47% | -0.98% | -1.52% | |
| 3 | V | Visa Inc-class A Shares | 股票-金融 | 3.02% | -0.51% | -1.26% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.01% | -0.36% | -5.58% | |
| 5 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.68% | +0.07% | +0.06% | |
| 6 | AVGO | Broadcom INC | 股票-科技 | 2.09% | -0.27% | +0.36% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.04% | -0.43% | -2.07% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.86% | -0.25% | -1.74% | |
| 9 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.84% | — | +7.33% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.57% | -0.25% | -4.03% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.48% | +2.52% | +7.22% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.45% | -0.20% | -2.96% | |
| 13 | RTX | Rtx CORP | 股票-工業 | 1.16% | — | +0.10% | |
| 14 | ETN | Eaton Corporation plc | 股票-工業 | 1.10% | +0.05% | -0.30% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.07% | — | +1.60% | |
| 16 | SUB | Ishares Short-term National | ETF-其他 | 1.06% | — | -6.91% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 0.99% | — | -1.15% | |
| 18 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.98% | -1.11% | EXIT | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.97% | — | +8.35% | |
| 20 | CARR | Carrier Global CORP | 股票-工業 | 0.96% | — | -2.92% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.92% | — | +14.63% | |
| 22 | XYL | Xylem INC | 股票-工業 | 0.80% | -0.13% | -3.42% | |
| 23 | SYK | Stryker CORP | 股票-醫療保健 | 0.78% | — | +0.03% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.78% | — | +9.36% | |
| 25 | LIN | Linde plc | 股票-原物料 | 0.76% | — | -0.57% | |
| 26 | BND | Vanguard Total Bond Market | ETF-其他 | 0.76% | — | -3.99% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.74% | — | +4.38% | |
| 28 | EMR | Emerson Electric Co | 股票-工業 | 0.74% | — | -1.14% | |
| 29 | CB | Chubb Limited | 股票-金融 | 0.72% | — | — | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.72% | +0.11% | +0.63% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.71% | — | +7.82% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.71% | — | +16.15% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.68% | +0.16% | -4.46% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | +0.22% | -4.30% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.66% | — | -4.29% | |
| 36 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.65% | — | +9.63% | |
| 37 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型股與成長 | 0.64% | — | -25.31% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.64% | — | +531.63% | |
| 39 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.62% | — | -3.10% | |
| 40 | T | At&t INC | 股票-通訊服務 | 0.62% | — | +9.32% | |
| 41 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.60% | -0.14% | +0.28% | |
| 42 | NEM | Newmont CORP | 股票-原物料 | 0.59% | — | +4.29% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.58% | — | -12.30% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.58% | — | -6.21% | |
| 45 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.58% | — | +3.30% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.56% | — | -2.84% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.54% | — | +3.25% | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.53% | — | +74.33% | |
| 49 | ADSK | Autodesk INC | 股票-科技 | 0.53% | -0.17% | -1.81% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.52% | — | +16.52% |